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

Tesla’s $20B Pivot: A New Risk for the Semico...

Nicholas Rossolillo; Kasey RossolilloNicholas Rossolillo; Kasey Rossolillo

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Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?

Is it too late to buy the "Nvidia of Networking"?
Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of ...  Show more

 . 13min 51sec
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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