Tech Gems and Energy Resilience: Arteris, E&P Updates, and Market Vibes I February 21, 2025

Kick off your weekend with Ben Brey, Bob Morris, and Robert Marcin in this lively February 21, 2025 episode of Wall Street Beats. Robert dives deep into Arteris (AIP), a small-cap gem in the semiconductor IP space, spotlighting its 22% sales growth, 90% gross margins, and a game-changing AI-driven product that slashes chip design time by 90%. With a compelling valuation and potential as an acquisition target for ARM, Robert shares why he’s eyeing a re-entry below $8. Meanwhile, Bob heats up the energy discussion with fresh earnings insights from E&P heavyweights like EQT, Intero, Devon, and Oxy, highlighting drilling efficiency gains, dividend hikes, and a focus on share buybacks over production ramps—despite the "drill baby drill" hype. The trio also touches on emerging themes like produced water management and carbon capture stumbles, while Ben and Robert hint at a cautious market outlook with shorts and cash on the sidelines. Packed with sharp analysis and actionable ideas, this episode is your ticket to staying ahead in a tricky market. Tune in and enjoy your weekend!