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Apr 2024
12m 36s

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

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027
(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platform ... Show More
11m 29s
Jan 31
NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could b ... Show More
18m 1s
Jan 28
Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips
Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to capital expenditures, creating a CapEx trap where Intel now lacks the manufacturi ... Show More
20m 50s
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