Episode 244: Robotics Long-Term Investment: Cheap Semiconductor Stock Pick (Not Nvidia) For 2025?

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

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Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)

The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip, the core digital ad business is showing explosive growth, with Q1 2026 guidance projecting a 52% jump in revenue. Between ...  Show more

Why We Are Babysitting Astera Labs & Credo (Not a Buy & Hold?)

Astera Labs (ALAB) recently crushed earnings estimates and provided strong guidance for Q1 2026, yet the stock remains down. Why is the market hesitating?
In this video, we break down the Q4 financials for Astera Labs and preview what to expect from Credo Technology (CRDO). We ...
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