The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead

The $4 Billion Hype Cycle: Why We're Passing ...

Nicholas Rossolillo; Kasey RossolilloNicholas Rossolillo; Kasey Rossolillo

Up next

Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now

We've been following Aehr Test Systems since late 2022. We watched it run from a micro-cap to a $3 billion market cap on the back of AI accelerator hype — and we called what was coming next.In this episode, Nick walks through the full picture on Aehr Test Systems (AEHR): what the ...  Show more

 . 7min 34sec
ASML's Guidance Is Up. So Is the Risk.

ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the data underneath it tells a more complicated story.In this episode, we break down what ASML's Q1 2026 earnings mean for the ...  Show more

 . 8min 20sec

Recommended Episodes

How Investing Has Changed In the Last 5 Years
Motley Fool Money

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in ...  Show more

 . 42min 1sec
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
Chit Chat Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market P ...  Show more

 . 1h 7min
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(0 ...  Show more

 . 1h 8min
Nvidia and Intel Make a $5 Billion Bargain
Motley Fool Money

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well ...  Show more

 . 21min 0sec