ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and selling their OWN chips.

The ARM AGI CPU is their first-ever production silicon, built specifically for AI inference in data centers — and it's already got Meta, OpenAI, and Cloudflare as customers.

In this episode, we break down:

What the ARM AGI CPU actually is and why it matters

How it stacks up against Intel Xeon and AMD EPYC Venice

Why ARM claims 2x performance per rack vs x86

The SoftBank problem — and why we're still not buying ARM stock

What this means for the CPU shortage in AI data centers

Co-designed with Meta, manufactured by TSMC on a 3nm process, and backed by 50+ ecosystem partners — this is a fundamental shift in ARM's business model and a direct shot at x86.

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Content is for general information and entertainment only — not individual investment advice. All investing involves risk.

What can a group of machine-smashing craftsmen from 1800s England teach us about AI, data centers, and the chip trade? More than you'd think.

We brought in Jacob Goldstein — host of Business History Pod and What's Your Problem, and author of Money: The True Story of a Made Up Thing — to dig into what the Luddites actually got right, and what that means for where we are today.

The Luddites were skilled workers who saw automation coming and fought back. They weren't wrong about what was coming — they were just early. The Industrial Revolution eventually lifted everyone, but that long run took nearly 40 years.

We dig into the parallels that matter:

Job displacement and political backlash

Government intervention and regulatory capture

The commodification of tech

Why software might be having its own "Ford assembly line" moment

AI agents as the new factory workers

Plus: the SaaS apocalypse, AI slop, and the one-person unicorn.

Guest: Jacob Goldstein

Business History Pod: youtube.com/@BusinessHistoryPod

Suggest an episode: [email protected]

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Content is for general information and entertainment only — not individual investment advice. All investing involves risk.

ASML is known for one thing: the most advanced EUV lithography machines on the planet. But there's a quieter story developing in their advanced packaging division that's worth paying attention to.

While the Fab Five have seen a recent sell-off, the second half of 2026 is shaping up to be a revenue inflection point for the semiconductor equipment sector.

In this episode, we dig into how ASML is iterating on decades-old i-line technology with the Twinscan XT:260 — and why that "ancient" tool is suddenly relevant again for solving critical modern problems like wafer warpage and 3D chip integration.

We cover:

The 2026 revenue outlook for semiconductor equipment

Front-end wafer development vs. advanced packaging

Competitor spotlight: Onto, Lam Research, and BESI rumors

ASML's Twinscan XT:260 and the Carl Zeiss precision optics partnership

Whether packaging can actually move ASML's bottom line

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Nick and Kasey own shares of ASML.

Content is for general information and entertainment only — not individual investment advice. All investing involves risk.

IPG Photonics just dropped an earnings report without mentioning AI once. In a world where every tech company is waving the AI wand, that's either boring or brilliant — we think it's the latter.

IPGP is flying under the radar as a critical player in global industrial manufacturing, and the industrial slump may finally be turning a corner.

In this episode we cover:

Why the "no AI" earnings report is actually a signal worth paying attention to

IPGP vs. LASR: defense, drones, and momentum

How fiber lasers work and why they're replacing chemical processes in cutting and welding

The battery and robotics revolution driving new demand

Financial deep dive: revenue slumps and the recovery case

Competition, patent risks, and how to think about the 67% growth expectation

Our final verdict on how to size this position

Nick and Kasey own shares of IPGP.

Content is for general information and entertainment only — not individual investment advice. All investing involves risk.

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Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wall" for AI inference.
We explore how HBF fits into the existing memory hierarchy—sitting between HBM and traditional NAND flash—to provide high capacity and increased speed for the next generation of AI data centers. We also discuss the technical side of the SanDisk and Kioxia partnership, including BiCS technology and CBA wafer bonding, and when investors can expect this technology to actually hit the bottom line.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
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Chapters:01:17 – The NAND Market: Key Players (Micron, Samsung, SK hynix) 02:10 – What is NAND Flash? Memory vs. Storage 02:50 – The Memory Hierarchy: Capacity vs. Speed 03:57 – What is High-Bandwidth Flash (HBF)? 04:32 – HBF vs. HBM: Clearing up the Misunderstandings 05:10 – The Tech: BiCS, 16-Chip Stacks, and Wafer Bonding 05:57 – Solving the AI "Memory Wall" & Inference Bottleneck 06:58 – Timeline: When Will HBF Generate Revenue? 08:01 – Investment Strategy: The Fab Five & Lam Research
If you found this video useful, please make sure to like and subscribe!
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#HBF #HighBandwidthFlash #HBM #AIInvesting #Semiconductors #ChipStockInvestor #SanDisk #NAND #DataCenter #AIHardware
Nick and Kasey own shares of Sandisk

Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in fiscal 2025 revenue—Google, and Amazon are the safest entry points , pure-play companies like CrowdStrike often provide more robust, fast-moving products for organizations that prioritize high-level data security. We explore how the shift toward AI agents and platform-based models is driving massive vendor consolidation across the industry.
Learn how to identify the winners in this era of disruption using a specific qualitative and quantitative checklist. We explain why metrics like Return on Equity (ROE) are more effective than ROIC for measuring the performance of acquisitive leaders like Palo Alto Networks. From the rise of AI-native startups to the importance of monitoring stock-based compensation, get the insights you need to determine which cybersecurity stocks will thrive and which will merely survive.
Watch the cybersecurity video of 2026 here: https://youtu.be/foj_QXksKWE
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

Chapters:

00:00 - Starting with Hyperscalers (Microsoft, Google, AWS) 01:00 - Pure Plays: Why Specialized Security Still Wins 02:11 - AI Agents & The Next Wave of Disruption 02:50 - Strategy Duel: Palo Alto Networks vs. Fortinet 03:55 - Legacy Giants: Broadcom, Cisco, & Arista 05:10 - The 2026 Investment Checklist 06:55 - Platform Dominance vs. Point Solutions 10:55 - Valuation Tip: Why ROE Beats ROIC for SoftwareIf you found this video useful, please make sure to like and subscribe!
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#Cybersecurity #Investing #StockMarket2026 #Microsoft #PaloAltoNetworks #CrowdStrike #AIAgents #TechStocks #SoftwareAsAService
Nick and Kasey own shares of PANW, FTFT, CRWD, GOOG, AMZN

Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $33.5B versus about $23B expected.
Financial highlights include $13.8B GAAP net income, $5.5B free cash flow amid heavy capex, and a strengthened balance sheet with $14.6B cash and about $10B total debt. DRAM and NAND volumes and ASPs jumped sharply, and while higher memory prices may drive mid-teens declines in 2026 PC and smartphone shipments, data center demand is expected to offset consumer weakness into 2026–2027.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
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Chapters:00:00 Micron Earnings Shock01:09 Revenue Surge Highlights01:46 Blowout Guidance Ahead02:53 Strategic Customer Deals04:23 Cyclicality Reality Check05:09 Profits Cash Flow Capex05:32 Balance Sheet Strength06:13 DRAM NAND Market Breakdown06:56 ASPs Soar In Shortage08:13 Consumer Demand Risks09:05 Outlook Stock Volatility
If you found this video useful, please make sure to like and subscribe!
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#chipstockinvestor #micron #mutock #memorystocks
Nick and Kasey own shares of Micron

Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion opportunity in Ai inference.
Jensen Huang’s "five-layer cake" strategy now dominates the entire data center stack, from power delivery to AI models, aiming for $1 trillion in total revenue through 2027.This new heterogeneous architecture blends GPUs for high throughput with LPUs for ultra-low latency, creating near-instant AI interactions. But is Nvidia right-priced right now?
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Check out these other Nvidia videos:https://youtu.be/50UfALpisPghttps://youtu.be/_6w9EbjaSIIhttps://youtu.be/_uvIkPwDu5Ahttps://youtu.be/p5w0aPzDi3I
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form
If you found this video useful, please make sure to like and subscribe!
⏳ Chapters00:00 – Nvidia GTC 2026: The Groq Licensing Deal 01:00 – The "Five-Layer Cake" of AI Data Centers 01:55 – From Chip Designer to Supply Chain Giant 02:50 – Road to $1 Trillion: 2025–2027 Revenue Outlook 04:20 – Groq 3 LPX & Vera Rubin: The New Rack Solution 05:45 – GPU vs. LPU: Solving the Latency Problem 06:30 – Heterogeneous Architecture: Throughput & Interactivity 07:45 – The 10x Revenue Jump (Blackwell to Rubin) 08:20 – Stock Valuation: Is Nvidia Still a Buy?
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#Nvidia #GTC2026 #AIInference #VeraRubin #Groq #JensenHuang #StockMarket #Semiconductors #TechNews #DataCenter
Nick and Kasey own shares of Nvidia

Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possible. In this deep dive, we break down why their flagship Dragonfly system is a winner in the AI era and how the company is successfully pivoting growth toward Taiwan and South Korea to offset shifts in China.
We also take a close look at Onto’s rivalry with industry giant KLA Corp and how their recent Semi Lab acquisition is already fueling a massive ramp-up in 2026 revenue. With free cash flow per share exploding over the last five years, we’re explaining why this mid-cap power player has earned its spot as a core long-term holding in our portfolio.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form
Chapters:00:00 The "Fab Five" vs. Onto Innovation 02:22 Metrology, Yield, and Defect Control 03:26 Front-End vs. Advanced Packaging03:32 What is the Dragonfly? Optical Metrology Explained 04:20 High Bandwidth Memory (HBM) & GPU Integration 04:49 Financial Turnaround: Revenue & 2026 Forecasts 05:19 The Semi Lab Acquisition Impact 05:54 Geographic Shift: China vs. Taiwan & South Korea 07:55 Free Cash Flow Growth & Portfolio Status 08:38 Risks: Mind the Industry Cycle
If you found this video useful, please make sure to like and subscribe!
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#Semiconductors #Investing #OntoInnovation #AdvancedPackaging #AI #StockMarket #ChipStockInvestor #Metrology #HBM
Nick and Kasey own shares of Onto Innovation

Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break down why this organ care leader is a small bet in the Chip Stock Investor portfolio and what the inflection point from operating loss to profit means for long-term holders.
In this video, we cover:--37% annual revenue growth and the Q4 beat.-- How sensors and semiconductor connectivity are replacing the ice chest legacy of organ transport.--Why Transmedics bought an aviation company and how their fleet of 22 aircraft is changing the game.--2026 Headwinds: We discuss the expected margin compression, international expansion costs in Italy and Europe, and the "seasonal" Q3 dip that always surprises the market.--Future Catalysts: The Kidney program, OCS Generation 3, and functional enhancement of donor hearts.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form
If you found this video useful, please make sure to like and subscribe!
Chapters:00:00 —Transmedics 2025 Wrap-up 01:15 — The Q3 Seasonality Mystery Explained 02:30 — Q4 Financial Breakdown: Revenue & Margins 03:45 — Disrupting the Market: Transmedics vs. Cold Storage 05:10 — Scaling the Fleet: Logistics & Owned Aircraft 06:30 — Revenue by Organ: Liver, Heart, and Lung 07:45 — The "Chip" Connection: Sensors and Data 09:15 — Operating Profit Inflection Point 10:30 — 2026 Growth Opportunities: Kidney Program & Europe 12:00 — Headwinds: Competitive Trials & Infrastructure Costs 13:30 — 2026 Guidance: Revenue Deceleration & Margin Compression
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#Transmedics #TMDX #ChipStockInvestor #MedTech #GrowthStocks #Investing #StockMarket2026 #organtransplantation
Nick and Kasey own shares of TMDX