Episode 244: Robotics Long-Term Investment: C...

Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wall" for AI inference.
We explore how HBF fits into the existing memory hierarc ...  Show more

Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in fiscal 2025 revenue—Google, and Amazon are the safest entry points , pure-play companies like CrowdStrike often provide mo ...  Show more

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.

Oscar Pulido welcomes T ...

AI is arguably the most compelling reason to be an investor today. With trillions of dollars expected to be made, how can investors set themselves up to capture this opportunity?In this episode, we compare the most popular thematic ETFs covering Artificial Intelligence on the ASX ...  Show more

In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (LINK HERE), A Starbucks Covered call I sold, and trivia from Visual Capitali ...

Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.

To make sense of it all, Erik Torenberg is joined by Dyla ...