<p>Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI.
In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be cautious right now. We will also cover two key risks that investors should be awar ... Show More
Yesterday
Investing in the Next Memory Cycle: HBF, SanDisk, and the Fab Five
Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wall" for AI inference.<br>We explore how HBF fits into the existing memory hierarc ... Show More
10m 6s
Mar 21
Micron's Blowout Quarter -- Can It Continue in 2026?
Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $33.5B versus about $23B expected. <br>Financial highlights include $13.8B GAAP ne ... Show More
10m 35s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s
Aug 2025
Nvidia beats but its share price tumbles in after-markets trading
French stocks have staged a modest recovery following the recent sell-off, while government bond spreads relative to neighbouring Germany have continued to widen. Meanwhile, the S&P 500 reached a new record high, as investors awaited Nvidia's Q2 earnings report after the market c ... Show More
13m 16s
Aug 2025
Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
<p><span>In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?</span></p><p><br></p><p><span>Ra ... Show More
10m 18s