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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
Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom!
Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for actual value in the market. In this video, we break down the latest signal from Mic ... Show More
12m 35s
Jan 15
The Best Memory Stocks For 2026: How To Play the Memory Shortage
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclic ... Show More
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Jan 13
TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?
CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now. ... Show More
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