Lam Research (LRCX): The Ultimate AI Memory P...

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Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon

We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage ... Show more

. 12min 43sec

IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?

Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we break down why IonQ is moving away from the fabless model to become a "vertically integrated, full-stack quantum platform". Show more

. 15min 44sec

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