HeyJaredChip Stock Investor Podcast
Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing.
- Indexed episodes, last 90 days
- 36
- Latest publication
- Sep 17, 2026
- Audience
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- Earliest in this view
- Jul 4, 2026
Latest episodes
Twist Bioscience Soared — We're Still Not Buying (opens the original)
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Twist Bioscience (TWST) just had a massive run-up after Anthropic's protein design results put its DNA synthesis platform in the spotlight. Here's what's really driving the stock — and whether it's still a buy. Twist has surged in recent months, fueled by growing demand for AI-enabled drug discovery and a high-profile 8-K disclosure tied to Anthropic's protein design campaign. In this deep dive, we break down Twist's silicon-based DNA synthesis platform, how it differs from traditional synthesis
The Fastest-Growing Chip Stock Is Also the Most Hated (opens the original)
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We compare Credo (CRDO) against Broadcom (AVGO), Marvell (MRVL), and Astera Labs (ALAB) on revenue growth, gross margin, operating margin, and free cash flow margin — four fabless companies selling into the same AI networking build-out with very different economics underneath. Then we run Credo through our full Investment Thesis Checklist: industry classification, secular growth validation, sales cycle risk, financial health, and a simplified DCF to back out what growth rate is priced into the s
AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis (opens the original)
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We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and more in 2028. Oracle posted $19.3B in revenue (sequentially flat) with seasonality fading, while balance sheet concerns persist: $125B in debt against $37B in cash. Management cut debt for a second straight quarter and completed a $20B at-the-market equity program. But CapEx surged to $28.5B — thou
Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?) (opens the original)
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Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans. Nvidia has announced plans to acquire Hugging Face, the leading open-source repository for AI and machine learning code, in a deal valued at $12.9 billion — technically the largest acquisition in Nvidia's history. In this episode, we break down what Hugging Face actually does, why it matters to Nvidia's broader ecosystem strategy, and how this move fit
Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock) (opens the original)
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Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on. Pure Storage has officially rebranded as Everpure (P), reflecting its shift from a storage-hardware company into a broader enterprise data management platform. In this episode, we break down what the rebrand actually signals about the business, then dig into the numbers behind a rough quarter: free cash flow swung negative as the company prepaid
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