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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
Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?
Broadcom’s momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.<br>Announcements include ... Show More
11m 2s
Mar 5
Everpure (Pure Storage, PSTG): Shifting from Hardware to Data Management
Everpure, formerly known as Pure Storage (PSTG), is undergoing a significant business model transformation from solely a NAND flash hardware provider to a data management and software-centric company. This shift is highlighted by the acquisition of 1Touch (rebranded as Pure1) to ... Show More
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Mar 3
Moats, Monopolies, and Money: Axon Stock Analysis
Axon Enterprises (formerly Taser) is undergoing a transformation from a product-based company to a critical public safety infrastructure giant. In this video, we dive into their February 2026 earnings update, exploring how "Physical AI" and recent acquisitions like Dedrone and Ca ... Show More
17m 5s
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