Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most

Why Amazon Just Spent $12 Billion on a Money-...

Nicholas Rossolillo; Kasey RossolilloNicholas Rossolillo; Kasey Rossolillo

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LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever

Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headlin ...  Show more

 . 9min 40sec
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

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