Episode 215: 1 Small Cap Biotech (TWST) Stock...

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Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up

Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion ... Show more

. 9min 51sec

Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?

Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possible. In this deep dive, we break down why their flagship Dragonfly system is a w ... Show more

. 10min 5sec

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