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Tesla’s $20B Pivot: A New Risk for the Semiconductor Supply Chain? (TSLA)

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla’s 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.
With a projected $20 billion in Ca ... Show more

. 11min 29sec

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

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