Mar 2, 2026: Semiconductor Review - The AI Chip Opportunities Investors Are Missing

Mar 9, 2026

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What a month it has been for our 7investing show!Throughout all of February, we focused on the semiconductor industry - looking for the investment opportunities who were best-poised to benefit from AI's endless demand for computing. We searched far and wide for those top stock ideas, and we featured some incredible guests to share their insights on the show all month.

That included: 1) Feb 1: "The Eyes of AI"

Emmet Savage and I looked into the new world of "Physical AI" and how it was using solid-state LiDAR to see all of its surroundings. Our stock of focus was Ouster $OUST.

https://youtube.com/live/yYpByizVWc0

2) Feb 9: "The Future of the Chip Industry"

Robert Quinn and I discussed Elon's TeraFab idea, space-based datacenters, and why the AI "bubble" is actually more of an AI "inflection point". Our stock of focus was Tesla $TSLA.

https://youtube.com/live/Qmk84KLaX0Y

3) Feb 16: "Why Infrastructure is the Real Winner in the Age of AI"

John Rotonti and I discussed "SaaS-pocalypse" and why several vendors were hidden winners in the $3 trillion AI infrastructure spending through 2030. Our stocks of focus were Amphenol $APH and Trane Technologies $TT.

https://youtube.com/live/zFTcaGY3rkM

4) Feb 18: "NVIDIA vs AMD: The $1 Trillion AI Chip War Explained"

Nick Rossolillo and I described the ambitious forecasts recently issued by chipmakers and the role of newcomers with creative new designs. Our stocks of focus were NVIDIA $NVDA and $AMD.

https://youtube.com/live/_p0vhUR2JNY

5) Feb 27: "From Fiber Optics Bust to AI Optics Boom: The $700B Optics Opportunity"

Eric Bleeker and I discussed how co-packaged optics and advanced packaging could be game-changers for chip efficiency. Our stocks of focus were Applied Optoelectronics $AAOI and Lumentum $LITE. https://youtube.com/live/Paw4f6ay3Ag

A HUGE THANK YOU to all of our guests in February!

We had some great conversations, answered some fun audience questions, and empowered investors to take a closer look at this red-hot chip sector.

On today's March 2 show, I'll share the key takeaways from each of these shows mentioned above and then discuss the one semiconductor stock I ultimately selected as my official recommendation for March.