Chip Stock Investor Podcast

Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.
In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid ro ...  عرض المزيد

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance.
In this video, we break down the multiple factors impacting Oracle’s (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $1 ...  عرض المزيد

Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we aren't buying Netflix stock on this news.
In this video, we break down the massive bidding war for Warner Bros Discove ...  عرض المزيد

Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze ...  عرض المزيد

Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video, we break down Marvell's Q3 earnings, why they are buying a semiconductor startup for such a high price tag, and the "Photo ...  عرض المزيد