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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
ASML's Guidance Is Up. So Is the Risk.
ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the data underneath it tells a more complicated story.In this episode, we break down what ASML's Q1 2026 earnings mean for the ... Show More
8m 20s
Yesterday
The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead
AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: not so fast.In this episode, they pull back the curtain on the base materials lay ... Show More
11m 18s
Apr 16
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then ... Show More
9m 4s
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