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Jun 2024
18m 57s

Episode 158: The Secret Stocks Powering ...

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense
Many investors were not aware of Advantest. This Japanese company quietly controls roughly 70% of the global semiconductor test equipment market — the quality assurance layer that every AI chip, every HBM memory module, and every packaged GPU must pass through before it ships to ... Show More
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Apr 30
We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.
Two years ago, Nick called out GE Vernova when the profit margin was still near zero and the company had just been spun off from GE. The thesis was straightforward: free of the conglomerate, management could finally allocate capital productively, margins would expand, and the com ... Show More
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Apr 23
LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever
Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headlin ... Show More
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