Nvidia Invested $2B in Lumentum — We Should Have Bought Earlier
PT10M2SMay 13, 2026, 1:20 PM•PT10M2S
Classifications
Technology & AIStock Analysis & ValuationRisk Management & Regulation
Videos (76)
PT10M2SWe Were Wrong On Intel Stock — AMD Is Still the Cleaner Pick
PT8M57SMay 9, 2026, 2:01 PM•PT8M57S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 9,496 | 4,225 |
| Likes | 333 | 175 |
First Solar Is Cheap at 12x Earnings — Value or Value Trap?
PT15M8SMay 8, 2026, 2:23 PM•PT15M8S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,111 | 4,225 |
| Likes | 222 | 175 |
How to Invest In Prediction Markets -- HOOD Stock and IBKR Stock Analysis 2026
PT9M3SMay 7, 2026, 2:00 PM•PT9M3S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 2,069 | 4,225 |
| Likes | 94 | 175 |
Seagate EPS Up 115% — But Is the 'Structural Shift' Real?
PT13M57SMay 5, 2026, 2:33 PM•PT13M57S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 5,295 | 4,709 |
| Likes | 220 | 190 |
Advantest Is Up 450% — Here's What the Valuation Says Now
PT10M19SMay 1, 2026, 1:01 PM•PT10M19S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 3,101 | 4,709 |
| Likes | 131 | 190 |
GE Vernova Just Raised Guidance — Is GEV Still a Buy? (Q1 2026)
PT10M55SApr 30, 2026, 1:00 PM•PT10M55S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,842 | 4,709 |
| Likes | 264 | 190 |
The Memory Shortage Is Now Fueling Lam Research's Best Quarter Ever — Here's What Comes Next (LRCX)
PT9M41SApr 23, 2026, 4:02 PM•PT9M41S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,913 | 8,977 |
| Likes | 250 | 292 |
Amazon Just Spent $12 Billion on a Satellite Company — Here's the Real Reason Why
PT16M5SApr 23, 2026, 1:00 PM•PT16M5S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,143 | 8,977 |
| Likes | 284 | 292 |
Aehr Test Systems (AEHR): $3 Billion Market Cap on $10M Revenue — Is This a Warning Sign?
PT7M35SApr 22, 2026, 2:29 PM•PT7M35S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,682 | 8,977 |
| Likes | 241 | 292 |
ASML Just Raised Guidance — But the Next Cycle Is Already Showing Up In the Data
PT8M21SApr 21, 2026, 2:33 PM•PT8M21S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 5,958 | 8,977 |
| Likes | 236 | 292 |
The Silicon Photonics Hype Cycle: Why AXT Inc. (AXTI) Is a Stock to Avoid Right Now
PT11M19SApr 17, 2026, 1:01 PM•PT11M19S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 7,713 | 8,977 |
| Likes | 255 | 292 |
Intel, Elon Musk's Terafab, and War In Iran Can't Kill TSMC
PT9M5SApr 16, 2026, 1:59 PM•PT9M5S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 7,873 | 8,977 |
| Likes | 254 | 292 |
Is Veeva Systems a Safe Haven Stock? The Software Apocalypse Creates an Opportunity
PT10M3SApr 15, 2026, 1:00 PM•PT10M3S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 3,881 | 8,977 |
| Likes | 183 | 292 |
Circle Internet Group (CRCL): First Annual Report — What the Numbers Actually Tell Us
PT13M57SApr 14, 2026, 2:00 PM•PT13M57S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 3,994 | 8,977 |
| Likes | 144 | 292 |
The Chip Powering Robots, Self-Driving Cars, and Physical AI: Sony Semiconductor CMOS Image Sensors
PT34M20SApr 9, 2026, 1:00 PM•PT34M20S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 13,761 | 8,977 |
| Likes | 246 | 292 |
The 2026 CPU Shortage Is Real — and Intel Is Losing Because of It
PT8M52SApr 8, 2026, 1:00 PM•PT8M52S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,664 | 8,977 |
| Likes | 147 | 292 |
ARM Holdings Is Threatening x86 Dominance. Here's Why We're Still Not Buying the Stock.
PT9M34SApr 6, 2026, 1:01 PM•PT9M34S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,702 | 8,977 |
| Likes | 161 | 292 |
The Luddites Were Right: What History Tells Us About AI (With Jacob Goldstein)
PT46M18SApr 2, 2026, 4:12 PM•PT46M18S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 2,573 | 8,977 |
| Likes | 100 | 292 |
Investing in the Future of Semi Manufacturing: ASML's Advanced Packaging Play
PT8M28SMar 30, 2026, 2:27 PM•PT8M28S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,723 | 8,977 |
| Likes | 180 | 292 |
Is IPG Photonics Ready For A Breakout?
PT13M11SMar 28, 2026, 3:00 PM•PT13M11S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,582 | 8,977 |
| Likes | 230 | 292 |
Investing in the Next Memory Cycle: HBF (High-Bandwidth Flash), SanDisk, and the Fab 5
PT10M7SMar 25, 2026, 3:00 PM•PT10M7S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,019 | 8,977 |
| Likes | 256 | 292 |
AI Software Apocalypse: How to Value Cybersecurity Stocks in 2026
PT12M10SMar 23, 2026, 4:52 PM•PT12M10S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 5,143 | 8,977 |
| Likes | 202 | 292 |
Micron's Blowout Quarter -- Can It Continue In 2026?
PT10M36SMar 21, 2026, 3:30 PM•PT10M36S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,093 | 8,977 |
| Likes | 192 | 292 |
Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
PT9M52SMar 19, 2026, 3:00 PM•PT9M52S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,558 | 8,977 |
| Likes | 189 | 292 |
Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
PT10M6SMar 18, 2026, 4:00 PM•PT10M6S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,375 | 8,977 |
| Likes | 185 | 292 |
TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?
PT13M53SMar 16, 2026, 3:01 PM•PT13M53S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 2,671 | 8,977 |
| Likes | 104 | 292 |
Can Oracle Deliver On Their Revenue Promises?
PT12M17SMar 14, 2026, 3:00 PM•PT12M17S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 2,522 | 8,977 |
| Likes | 109 | 292 |
Marvell Data Center Revenue is Going Ballistic! 🚀 Is It The Next Broadcom? MRVL Stock
PT12M31SMar 12, 2026, 3:55 PM•PT12M31S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 9,115 | 8,977 |
| Likes | 333 | 292 |
The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026
PT17M10SMar 10, 2026, 3:01 PM•PT17M10S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 7,914 | 8,977 |
| Likes | 296 | 292 |
Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?
PT11M3SMar 7, 2026, 3:00 PM•PT11M3S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 5,869 | 8,977 |
| Likes | 305 | 292 |
Everpure (Pure Storage, PSTG): Shifting from Hardware to Data Management
PT13M42SMar 5, 2026, 3:32 PM•PT13M42S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,325 | 8,977 |
| Likes | 128 | 292 |
Moats, Monopolies, and Money: Axon Stock Analysis
PT17M6SMar 3, 2026, 3:15 PM•PT17M6S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 4,585 | 8,977 |
| Likes | 157 | 292 |
Nvidia 5-Layer Cake — $500 Billion In Sales In 2 Years?
PT13M46SFeb 28, 2026, 3:00 PM•PT13M46S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 5,630 | 8,977 |
| Likes | 244 | 292 |
The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson
PT37M36SFeb 27, 2026, 6:29 PM•PT37M36S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 3,982 | 8,977 |
| Likes | 166 | 292 |
Is This Small-Cap Semi Stock Ready For A 2026 Breakout? (SYNA Analysis)
PT8M46SFeb 26, 2026, 3:01 PM•PT8M46S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 3,869 | 8,977 |
| Likes | 157 | 292 |
Is it Too Late to Buy the Memory Cycle? Micron Stock Valuation
PT8M42SFeb 24, 2026, 3:00 PM•PT8M42S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 14,041 | 8,977 |
| Likes | 398 | 292 |
Is AI Disrupting Cybersecurity? IS Palo Alto Networks In Trouble?
PT16M34SFeb 21, 2026, 3:00 PM•PT16M34S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 15,797 | 8,977 |
| Likes | 461 | 292 |
Something Big Is Happening — Auto/Industrial/Power and the U.S. Manufacturing Sector
PT17M53SFeb 20, 2026, 3:00 PM•PT17M53S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 10,549 | 8,977 |
| Likes | 451 | 292 |
Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)
PT11M20SFeb 18, 2026, 3:00 PM•PT11M20S
Observed vs Expected
| Metric | Observed | Expected |
|---|---|---|
| Views | 6,012 | 8,977 |
| Likes | 234 | 292 |