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Aug 2024
12m 56s

Episode 194: Best Chip Stock Buy For Aug...

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investment in the company suggests the largest chipmaker in the wor ... Show More
11m 26s
Yesterday
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and whether anything has actually changed in the fundamental thesis for one of the ... Show More
11m 39s
Jun 4
OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors
Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family and L4 Max chip now integrate native color sensing directly in ... Show More
11m 12s
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