Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Episode 299: Top Robotics Stocks to Consider After the Latest Earnings Results
April 25, 2025, 8:41 p.m.
Quantum Compute with Single Photons
April 24, 2025, 11 p.m.
Episode 298:The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)
April 23, 2025, 8:41 p.m.
Episode 112: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
April 22, 2025, 8:41 p.m.
Episode 297: Tariffs, Trade Wars, and ASML: The Growth Story Is NOT Over
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
The Chinese Hamster Revolutionized Medicine
April 20, 2025, 11 p.m.
TSMC. Full Steam Ahead Despite Tariff Threats & China Bans. For Now.
April 19, 2025, 5:32 a.m.
Episode 34: Huawei, H20, and Tariffs
April 18, 2025, 8:40 p.m.
The Global Vitamin Cartels
April 17, 2025, 11 p.m.
Episode 295:Bear Market Incoming? What Will Happen to Chip Stocks? How Should Investors Prepare?
April 17, 2025, 8:41 p.m.
Episode 296: Nvidia and TSMC Pledge Huge Investments to Address Tariffs – NVDA and TSM Stock Analysis
Episode 294: New Era For Chip Stocks – Why We’re Buying the “Nvidia of Power Chips” Right Now
April 16, 2025, 8:40 p.m.
Intel Offloads Altera Majority Stake At Steep Discount
April 15, 2025, 7:15 a.m.
Episode 113: Talking DSPs with CEVA CEO Amir Panush
April 14, 2025, 8:41 p.m.
MRVL-IFX Deal and Intel Silver Lake Deal
April 14, 2025, 8:30 p.m.
D2D China: Not Tariff-ied
April 14, 2025, 11:56 a.m.
How Mexico Made a Plutocrat
April 13, 2025, 11 p.m.
TSMC Q125 Earnings Preview
April 13, 2025, 9 a.m.
COBOLers
April 13, 2025, 5:01 a.m.
The Tariff Paradoxes of Latin America and Asia
April 10, 2025, 11 p.m.
Episode 293: Combating Destructive Mindsets When Investing During A Stock Market Crash
April 9, 2025, 8:41 p.m.
Episode 33: Tariff Sadness
April 8, 2025, 8:41 p.m.
Nvidia's PTX
April 8, 2025, 10:43 a.m.
Episode 292: Market Crash: Cheap Chip Stock to Back Up the Truck and Buy Now? Onsemi (ON Stock) Analysis
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
The Chips Act: Enabling the USA
April 7, 2025, 11:52 a.m.
How the EUV Mirrors are Made
April 6, 2025, 11 p.m.
Episode 291: How to Invest in Semiconductor Stocks 2025 Memory Chip Manufacturers IDMs
April 4, 2025, 8:41 p.m.
Episode 290: Buy This AI Stock NOW? ServiceNow Analysis
How Moore’s Law Revolutionized RF-CMOS
April 3, 2025, 11 p.m.
Liberation Day and The New World Order
April 3, 2025, 9:51 p.m.
Intel's Annual Shareholder Meeting Proxy Statement Has A Few Interesting Gems
April 3, 2025, 10:47 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
Intel Vision: Lip Bu Tan's First Keynote As Intel CEO
April 1, 2025, 5:19 a.m.
The Soul of an Old Machine
April 1, 2025, 12:01 a.m.
Episode 111: Talking Chips and Wafers with Chips and Wafers
March 31, 2025, 8:40 p.m.
Episode 289:2025 Market Correction – Huge Opportunity For Applied Materials (AMAT) and Chip Stock Investors
D2D: Chips & Wafers
March 31, 2025, 7:01 p.m.
China’s “New” EUV Light Source
March 30, 2025, 11 p.m.
Episode 287: The Best Quantum Computing Stock to Buy Right Now
March 29, 2025, 8:41 p.m.
Episode 288:The Real Reason You Should Care About Google’s Acquisition of Wiz
NVIDIA GTC 2025: Attendee Highlights
March 28, 2025, 10:49 p.m.
Fish Stick Revolution #shorts
March 27, 2025, 11:38 p.m.
Silicon Box. A Sad Development & Still A Black Box
March 27, 2025, 6:58 a.m.
Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave
March 26, 2025, 8:41 p.m.
Episode 286: HUGE Nvidia Robot Revolution Update: Time to Invest Now?
March 25, 2025, 8:41 p.m.
GTC, Micron and Cyclicals
March 25, 2025, 1:25 p.m.
Episode 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?
March 24, 2025, 8:41 p.m.