Hosted by Colin Santucci · 🇺🇸 US · EN · 67 episodes
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Colin Santucci hosts Rigatoni Capital Podcast, a business show with 67 episodes published.
The Nasdaq had one of its worst weeks in over a year, semiconductors sold off hard, and I came on over the weekend to tell you exactly what I did and why. On Thursday I bought Broadcom at $409 a share, and then the dip k
Show notesMarc Rudajev of the Learning.Investing.Thriving newsletter on Substack is back on the Rigatoni Capital Podcast for round two. This time we cover three big themes: whether American investors are too US-centric in their po
Show notesBroadcom is down 14% after earnings despite reporting 48% year over year revenue growth and guiding for 84% growth next quarter. CrowdStrike dropped 10% on a strong beat that simply was not strong enough given how far th
Show notesOil is back near $97 a barrel as US-Iran tensions flare up again. Palo Alto reported last night and beat on revenue with 31% year over year growth, though a GAAP net loss from non-cash acquisition charges is creating noi
Show notesAlphabet announced last night it is raising $80 billion in equity to fund its AI CapEx buildout. That includes a $40 billion at the market offering, $30 billion in convertible preferred stock, and a $10 billion private p
Show notesI spent the weekend researching Eli Lilly and wrote a post on Substack about why I added it to my watchlist. I am not a biotech expert, I cannot read a phase three trial, and this is not my natural habitat as an investor
Show notesSnowflake reported an extraordinary quarter and the software sector is responding. Palantir was up 10% yesterday, AppLovin crossed $600 a share, Dell surged 30%, and even Salesforce turned green. This morning I ask the q
Show notesMarkets are catching a breather after the unbelievable run in semiconductors. This morning I talk about the people on social media getting filthy rich finding bottleneck plays in memory chips, refined rare earths, and nu
Show notesMicron Technology just became the fastest company in history to go from a $500 billion to a $1 trillion market cap, doing it in roughly 48 days. SK Hynix is now the twelfth largest company on earth. Samsung is eleventh.
Show notesSouth Korea's KOSPI has rallied about 80% this year and Taiwan is up about 40%, both markets transformed by AI driven semiconductor demand. Samsung, SK Hynix, and TSMC are genuinely reshaping global market cap structure.
Show notesNvidia just reported record revenue of $81.6 billion for the quarter, up 85% from a year ago, with Data Center revenue hitting a record $75.2 billion, up 92% year over year. We do a late Friday night Memorial Day weekend
Show notesKevin, aka Bagholder, is back on the Rigatoni Capital Podcast for another great conversation. This week we focus on the SpaceX IPO set for June 12th at a valuation between $1.75 and $2 trillion. Kevin walks through his p
Show notesCAVA reported last night and the numbers were strong. Revenue grew 32.2% year over year to $438 million, beating estimates, same restaurant sales up 9.7% driven by 6.8% traffic growth, and the company raised full year gu
Show notesSemiconductors are pulling back and the dopamine hits from watching the SMH go vertical are slowing down. This morning I talk about why this is completely normal heading into a big earnings week. Nvidia reports Wednesday
Show notesIt is Merger Monday in the utility sector. NextEra Energy just announced a $66.8 billion all-stock deal to acquire Dominion Energy, the largest power sector acquisition ever recorded. The combined company will create the
Show notesThe Q1 2026 13F filings keep trickling in and a clear theme is emerging. Super investors are quietly picking at software stocks that have been beaten up by AI disruption fears. Microsoft and Intuit are showing up in mult
Show notesIf you had invested $50,000 in SOXL around Liberation Day lows of around $9 per share just 13 months ago, your position would be worth over $1 million today with the 3x Bull ETF now trading above $180. This morning I wal
Show notesApril PPI just dropped this morning and it is hotter than expected across the board. Final demand rose 1.4% month over month, the largest monthly gain since March 2022, and up 6% year over year, the biggest annual increa
Show notesSemiconductors are pulling back this morning and I could not be happier about it. After a 17-day historic winning streak and a 40% gain in the Philadelphia Semiconductor Index, a breather was not just expected, it was ne
Show notesWe are witnessing something that has never happened before in the history of the semiconductor index. The Philadelphia Semiconductor Index went up 17 consecutive trading days starting March 31, the longest streak in its
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Rigatoni Capital Podcast is hosted by Colin Santucci. The show is categorised under business (investing) and has published 67 episodes.
Rigatoni Capital Podcast has published 67 episodes.
Rigatoni Capital Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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