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Sep 2024
20m 46s

Episode 215: 1 Small Cap Biotech (TWST) ...

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)
Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving demand, Rambus is pivoting hard into becoming a fabless chip designer of memory interfaces. <br>In this video, Nick and Kasey b ... Show More
13m 59s
Jan 21
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. <b ... Show More
16m 51s
Jan 17
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
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