The Market Isn’t Wrong About Micron -- Here’s...

Schneider Electric stock: Is the $23.7 billion all-cash PTC acquisition worth the debt Schneider will take on?In this video: why Schneider is buying PTC and Cognite to push into industrial software, how PTC’s software margins compare with Schneider’s, and why the debt load makes ...  Show more

Amkor (AMKR) stock: a solid Q3 2026 and a bigger Nvidia deal, so why are we still passing?In this video: what Amkor actually does in advanced packaging, what drove its Q3 2026 results and margin jump, and why we’d rather own the equipment makers behind packaging than the packager ...  Show more

In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (LINK HERE), A Starbucks Covered call I sold, and trivia from Visual Capitali ...

Investors are always looking for the next stock before the big runup — and this tiny AI company might fit the bill. With analysts projecting up to 300% upside, the company's pivot from data storage to AI innovation could mark a major turning point. MarketBeat's Thomas Hughes brea ...  Show more

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  Show more