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Apr 2024
12m 36s

Episode 128: Chip Stock Crash! Why? Time...

Nicholas Rossolillo; Kasey Rossolillo
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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
Mar 19
Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion ... Show More
9m 51s
Mar 18
Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possible. In this deep dive, we break down why their flagship Dragonfly system is a w ... Show More
10m 5s
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