Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now

Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock

Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis

Episode 319: Small Investment Bets Mid-Year Review 2025

Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis

Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints

Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025

Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis

Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)

Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?

Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments

Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)

Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers

Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)

Episode 306: Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor

Episode 305: Lattice & FPGA Market Dynamics after Intel's Altera Move

Episode 303: Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis

Episode 302: Long-Term Compounders To Hold During Tough Economic Times

Episode 304: AMD's Secret Weapon That Investors Keep Overlooking

Episode 301: Intel's Struggles Are Far From Over -- INTC Stock Analysis

Episode 300: Hot Chips, Cool Moves: Lam Research Stays Strong Despite Tariffs

Episode 299: Top Robotics Stocks to Consider After the Latest Earnings Results

Episode 298:The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)