We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.

We Called GE Vernova Two Years Ago. Here Is W...

Nicholas Rossolillo; Kasey RossolilloNicholas Rossolillo; Kasey Rossolillo

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Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense

Many investors were not aware of Advantest. This Japanese company quietly controls roughly 70% of the global semiconductor test equipment market — the quality assurance layer that every AI chip, every HBM memory module, and every packaged GPU must pass through before it ships to ...  Afficher plus

 . 10min 18sec
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 ...  Afficher plus

 . 9min 40sec

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