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Jun 2024
18m 57s

Episode 158: The Secret Stocks Powering ...

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
Will PTC Do to Schneider What Ansys Did to Synopsys?
Schneider Electric stock: Is the $23.7 billion all-cash PTC acquisition worth the debt Schneider will take on?In this video: why Schneider is buying PTC and Cognite to push into industrial software, how PTC’s software margins compare with Schneider’s, and why the debt load makes ... Show More
14m 7s
Oct 29
The Market Isn’t Wrong About Micron -- Here’s Why
Join our weekly live Q&A for exclusive sessions like this one! https://chipstockinvestor.com/features-and-pricing#pricingMicron stock: why does a memory maker with capacity sold out through fiscal 2028 still trade at a ~13x P/E?In this video: why cyclical stocks often look cheape ... Show More
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Oct 27
Is Amkor a Buy After Nvidia’s $3 Billion Deal?
Amkor (AMKR) stock: a solid Q3 2026 and a bigger Nvidia deal, so why are we still passing?In this video: what Amkor actually does in advanced packaging, what drove its Q3 2026 results and margin jump, and why we’d rather own the equipment makers behind packaging than the packager ... Show More
15m 28s
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