LIVE
Good evening, Dennis 👋
Here's what's happening in your world of investing.

Your Saved Companies

Latest CSI Articles

Latest Videos

CSI Announcements & Buys/Sells

Recently Watched

Recommended Videos

Saved Articles

Saved DCF Scenarios

Recently Read

In-Progress Theses

Completed Theses

Active Alerts

Investment Research Hub

Track and organize your research projects — from supply chain map to final valuation.

CSI Research

In-depth analysis on semiconductor companies, trends, and investment ideas.

CSI Research Videos

Hand-picked CSI video breakdowns — company deep dives, supply-chain walkthroughs, and market commentary.

Every buy, sell, trim, and position update CSI has shared — most recent first.

Market Analysis

Explore the semiconductor supply chain, industry stock lists, and where companies sit in the value chain.

Build Custom Supply Chain
Supply Chain Analysis Please select an industry to view its details

Company Analysis

Search any ticker to load its financials, thesis checklist, and valuation tools in one place.

Start an Investment Thesis

Walk through CSI's 5-step process for any company. Begin from the Company Analysis page, or search a ticker below.

Custom Weight: $
IMPLIED VALUE
CURRENT PRICE
UPSIDE / DOWNSIDE
Projected value / share (EPS + FCF weighted)

Indicative client-side model for illustration — not investment advice.

Research Projects

Start a research project for any ticker and walk through the 4-step CSI investment process — supply chain, thesis checklist, financials, and DCF valuation.

How CSI Invests

Our investment philosophy and approach to semiconductor stocks.

Investing Process & Framework

Our research process, portfolio construction, and the frameworks behind every CSI position.

How We Invest — Video Lessons

A hand-picked set of videos covering CSI's investment framework, valuation work, and portfolio decisions — not the full YouTube feed. Browse everything we publish under CSI Research → Videos.

How-To Videos

Step-by-step walkthroughs — reverse DCF, reading a balance sheet, and how to approach each corner of the semiconductor supply chain.

How-To Articles

The written companions: tutorials, definitions, and the mechanics behind the CSI process.

Semiconductor Industry Glossary

The terms that come up most often in CSI research, defined by Randy. Search the list or jump by letter.

CSI Live & Q&A

Live Zoom sessions with CSI — ask questions and engage in real-time discussion.

Upcoming Sessions

Live Schedule

CSI Live Archive

Every CSI Live recap, published as a research page and added here automatically.

Submit a Question

Have a question for CSI? Submit it below and it will be answered live in an upcoming CSI Live session.