Shows
Chip Stock Investor PodcastMiami International Exchange (MIAX) Stock Analysis: A New Player in Financial ExchangesJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/In this episode of Chip Stock Investor, hosts Nick and Kasey dive into the details of Miami International Exchange (MIAX), a company that recently went public. We discuss the company's business model, its role as a financial exchange, and its primary financial derivatives operations. The discussion also touches on MIAX's competitors, its revenue model, and key financial metrics post-IPO. Sign Up For...
2025-08-2211 minChip Stock Investor PodcastWhat Happened To Applied Materials? AMAT Stock AnalysisJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/In this episode of Chip Stock Investor, Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT), one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry, analyze the performance of AMAT's various business segments, and discuss the outsized impact...
2025-08-1814 minChip Stock Investor PodcastCoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to KnowJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut. What's in store for this new layer of data centers purpose built for the AI era? Learn financial metrics you'll need as you measure the progress of these companies.
2025-08-1412 minChip Stock Investor PodcastEpisode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock AnalysisJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Investors are excited about the prospects for AI inference, and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market? There are actually other candidates, like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And of course, a big data center AI inference winner is none other than Arista...
2025-08-0727 minChip Stock Investor PodcastEpisode 324: Google's Big AI Payoff and GOOG Stock Is A Core InvestmentSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https...
2025-07-2508 minChip Stock Investor PodcastEpisode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still BoomingSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider, sign up on our website: www...
2025-07-2510 minChip Stock Investor PodcastEpisode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS StockSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
2025-07-1109 minChip Stock Investor PodcastEpisode 319: Small Investment Bets Mid-Year Review 2025Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in...
2025-07-0714 minChip Stock Investor PodcastEpisode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some HintsSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com...
2025-06-2715 minChip Stock Investor PodcastEpisode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh OptimismSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's growth in AI and data center infrastructure.
2025-06-1022 minChip Stock Investor PodcastEpisode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock AnalysisLiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey...
2025-06-0614 minChip Stock Investor PodcastEpisode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider.🤝Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers📝Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form🛜https://www.chipstockinvestor.com🤓 Supercharge your analysis with AI! Get 15% of your membership with our spe...
2025-06-0312 minChip Stock Investor PodcastEpisode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information...
2025-05-2209 minChip Stock Investor PodcastEpisode 304: AMD's Secret Weapon That Investors Keep OverlookingSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, Kasey and Nick revisit AMD's performance in the most recent quarter to evaluate whether it's finally time to buy AMD stock. The story all along has been about increasing profit margins. Has AMD finally done it?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us...
2025-05-1110 minChip Stock Investor PodcastEpisode 302: Long-Term Compounders To Hold During Tough Economic TimesSupercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/Investors had a brief scare when U.S. GDP contracted in Q1 2025. But global powerhouse stocks can provide a sleep-easy investment. Chip Stock Investors Nick and Kasey break it down, discussing macroeconomics through the lens of Visa (V stock) and Booking Holdings (BKNG).Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers...
2025-05-1115 minChip Stock Investor PodcastEpisode 297: Tariffs, Trade Wars, and ASML: The Growth Story Is NOT OverGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for 2025 and beyond?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15...
2025-04-2210 min
Chip Stock Investor PodcastEpisode 295:Bear Market Incoming? What Will Happen to Chip Stocks? How Should Investors Prepare?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break down the present situation.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https...
2025-04-1713 minChip Stock Investor PodcastEpisode 296: Nvidia and TSMC Pledge Huge Investments to Address Tariffs – NVDA and TSM Stock AnalysisSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff threats and trade wars. Chip Stock Investors Nick and Kasey discuss these manufacturing changes, including silicon photonics, how this will benefit Nvidia, and risks for TSMC.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information...
2025-04-1712 minChip Stock Investor PodcastEpisode 294: New Era For Chip Stocks – Why We’re Buying the “Nvidia of Power Chips” Right NowSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Market meltdown Semi Insider annual membership sale: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Tariffs have the stock market in turmoil. It's a new era for chip stocks. Is the "Nvidia of power chips," Monolithic Power (MPWR stock) still a good buy? Chip Stock Investors Nick and Kasey discuss why they've been buying during the market crash, but also point out a key risk from the U.S. and China trade war.Join us on Discord...
2025-04-1614 min
Chip Stock Investor PodcastEpisode 292: Market Crash: Cheap Chip Stock to Back Up the Truck and Buy Now? Onsemi (ON Stock) AnalysisSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersOnsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about this portfolio holding?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://au...
2025-04-0711 minChip Stock Investor PodcastEpisode 290: Buy This AI Stock NOW? ServiceNow AnalysisSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIs ServiceNow (NOW) stock a buy now? Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years, including with its partnership with Nvidia (NVDA) in building enterprise AI software.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it...
2025-04-0410 minChip Stock Investor PodcastEpisode 288:The Real Reason You Should Care About Google’s Acquisition of WizSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIn this episode of Chip Stock Investor, Nick and Kasey delve into Google's planned acquisition of cloud cybersecurity company Wiz for $32 billion. They also discuss the Department of Justice's proposed rulings on Google's ad dominance and explore the broader shift from mobile to data center monetization.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two we...
2025-03-2912 minChip Stock Investor PodcastEpisode 286: HUGE Nvidia Robot Revolution Update: Time to Invest Now?Fund your account in five minutes or less at https://www.public.com/CSI Jensen Huang said the robot revolution is "closer than you think." But how close? And where should investors get started? Chip Stock Investors Nick and Kasey discuss why Nvidia is a great place to start. They also discuss why other top semiconductor companies can be a great bet on robotics, and why investors eager for humanoid robot startup investments should be leery. This is a key update from Chip Stock Investor!Sign Up For Our Newsletter: https://mailchi.mp/b1228c12...
2025-03-2518 minChip Stock Investor PodcastEpisode 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the AI boom over? Or is Nvidia's value proposition to customers only just starting? Chip Stock Investors Nick and Kasey break down a pivotal moment in the GTC event, and discuss whether the AI data center trade will re-accelerate or not.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal...
2025-03-2412 minChip Stock Investor PodcastEpisode 283: Broadcom's AI Momentum -- What to Expect From the Semiconductor Leader In 2025Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semiconductors and software mean for growth in 2025 and beyond. Get the key insights before NVIDIA (NVDA) GTC!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's...
2025-03-1819 minChip Stock Investor PodcastEpisode 278: The Trade Desk Flops -- Is the Company In Trouble? Time to Buy TTD Stock In 2025?Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble? What happened? Is it time to buy the dip? Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong, and what they're doing to get the growth story back on track. They also explain why they're buying a bit more of TTD to their long-time holding in the company.Join us on Discord with...
2025-03-0316 minChip Stock Investor PodcastEpisode 277: Does the Market Hate Nvidia Stock Now? Is It Time to Sell? Chip Stock Investor NVDA AnalysisFund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Nvidia earnings were great, so why does the market still hate the stock? Chip Stock Investors Nick and Kasey discuss two "issues" that are weighing on NVDA stock right now, but why Nvidia's business could remain in growth mode for some time in the young AI industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io...
2025-02-2815 minChip Stock Investor PodcastEpisode 276: Will A New Pain Medication Release Make Vertex Pharma Stock Soar In 2025? VRTX Stock AnalysisFund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, Kasey discusses Vertex Pharmaceuticals which was a recent addition to the Chip Stock Investor portfolio. Vertex had two new approvals before the most recent earnings report with more to come in the coming years. Will 2025 be a breakout year for Vertex?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat...
2025-02-2410 minChip Stock Investor PodcastEpisode 273: The Best Cybersecurity Investment For 2025? Fortinet (FTNT) Stock Gets Hot AgainThis video is sponsored by Aura, a personal online protection service. Go to https:/ aura.com/chipstockinvestor to get a 14-day free trial and start protecting your data — because if you don’t, who will?Is Fortinet still a top cybersecurity stock for 2025? After a hot run to start the year, Chip Stock Investor Nick Rossolillo dives into Fortinet's stellar Q4, the secrets behind their network security dominance (including custom chips!), and return to all-out growth as the enterprise networking down cycle has come to an end. He also offers his take on Fortinet's stock valuation and future potential. Is F...
2025-02-1718 minChip Stock Investor PodcastEpisode 271: Value Chip Stock 2025 to Buy Now? Lam Research (LRCX)Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included....
2025-02-1317 minChip Stock Investor PodcastEpisode 269: Is AMD Stock Finally A Buy? Could It Be A Hit in 2025?Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersIs 2025 the year to finally start buying AMD stock again? Chip Stock Investor had said throughout 2024 to ignore the AI data center business, but instead focus on AMD's much needed profit margin expansion. There were some signs of life in the latest quarter. Will AMD stock return to growth this year? Chip Stock Investor Nick Rossolillo discusses what to look for. Safeguard your personal information with Aura's monitoring service – try it...
2025-02-0713 minChip Stock Investor PodcastEpisode 263: Is AMD Stock Finally A Buy For 2025?AMD made some BIG announcements at CES 2025! But the stock has been selling off lately. Is now finally the time to buy AMD stock? Chip Stock Investors Nick and Kasey break down the news and analyze what it means for investors.
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2025-01-2414 minChip Stock Investor PodcastEpisode 253: How to Invest In Stocks 2025: Top Semiconductor Stocks To Buy January 2025Chip Stock Investor is ready to start 2025 with its list of top semiconductor stock holdings in January. Do you want to learn about semiconductors? The complexities of the industry? What it has to do with AI? And how top companies develop competitive advantages that can stand the test of time? Join Chip Stock Investors Nick and Kasey for their annual industry review, and an introduction on how the building blocks of modern technology operate in the business world.
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2024-12-2312 minChip Stock Investor PodcastEpisode 248: Top Chip Stocks of 2024, Are They Top Picks For 2025?Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
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How did Chip Stock Investor's top chip stocks picks of 2024 perform? And are those stock picks still good for 2025? Nick and Kasey highlight winners like NVIDIA and Pure Storage, as well as the losers like Microchip and Onsemi, and if a 2025 rebound and return to growth is to be expected for the semiconductor market not allocated to AI and accelerated computing.
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2024-12-1225 minChip Stock Investor PodcastEpisode 246: The Next Massive Chip Stock Winner In 2025? Marvell Technology (MRVL) Lands Amazon DealCheck out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Could Marvell Technology Group (MRVL stock) be the next big AI stock winner in 2025? The last earnings update suggest they could be. Chip Stock Investors Nick and Kasey discuss the high points, the expanded custom AI chip design deal with Amazon, and the upside for these companies as 2025 gets ready to begin.
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2024-12-0715 minChip Stock Investor PodcastEpisode 245: THIS COULD BE HUGE! 1 Stock Holding A Key to AI Data Center Energy Demand – Top Stock For 2025?Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
PureStorage could hold the key to solving a big pain point in AI data center energy demand. The stock is up on the news it has struck its first deal with a data center hyperscaler. Chip Stock Investors Nick and Kasey explain what it means, and why PureStorage could still be a great buy headed into 2025 for the long term.
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2024-12-0521 minChip Stock Investor PodcastEpisode 243: Is It Too Late to Buy Palo Alto Networks (PANW) Stock? Top Cybersecurity InvestmentSupercharge your analysis with AI! Get 25% of your membership, available through December 2, with our special link here: https://finchat.io/csi/
Palo Alto Networks stock has been one of the best investments in the cybersecurity space. Chip Stock Investors Nick and Kasey explain why, and whether it's too late to own this top pure-play in security software.
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2024-12-0228 minChip Stock Investor PodcastEpisode 242: CrowdStrike Fully Recovers From Microsoft Service Outage, but Is the Stock Still A Buy?Supercharge your analysis with AI! Get 25% of your Finchat.io subscription with our special link here: https://finchat.io/csi/ (25% off applies only until Dec 2, 2024)
CrowdStrike (CRWD stock) has rallied in grand fashion since the July Microsoft Windows outage they created. But is it too late to buy now? Chip Stock Investors Nick and Kasey discuss the latest earnings report, and update their take on the valuation given CrowdStrike's enduring growth and ample cash balance to continue consolidating the cybersecurity industry to itself.
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2024-12-0214 minChip Stock Investor PodcastEpisode 235: AI Sends This Stock Soaring Another 50% – Too Late to Buy? AppLovin APP Stock AnalysisSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
What sent AppLovin APP stock soaring nearly another 50% after Q3 2024, and an incredible 455% so far in 2024? Nick and Kasey discuss the power of AI in digital advertising, AppLovin's focus on mobile gaming ads, expansion into e-commerce, and the partnership with Google Cloud using Nvidia GPUs. Is it still a good time to invest in AppLovin, or is the stock now too expensive? Don't miss our insights on AI's transformative role in digital advertising.
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2024-11-0813 minChip Stock Investor PodcastEpisode 234: Time to Sell This Small-Cap Stock AMD and Intel Competitor? (LSCC)
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Lattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea the mischievous puppy.
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2024-11-0717 minChip Stock Investor PodcastEpisode 233: The 2 Most Important Semiconductor Charts Right Now, and Is It Time to Sell AMD Stock?Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Chip Stock Investor explains everything you need to know about semiconductor stocks right now in two charts. And after AMD's last earnings update, is it time to sell? As Nick and Kasey have been explaining throughout 2024, there are problems with the narrative surrounding AMD catching up to Nvidia. It might be time to make a change.
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2024-11-0419 minChip Stock Investor PodcastEpisode 231: 3 Great Stocks to Buy For the Long-Term – What’s Good For GOOGL Is Good For NVDA and AVGO🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Google Cloud revenue and profit is soaring, and that's great news for Nvidia and Broadcom too. Chip Stock Investors Nick and Kasey discuss these three important stocks in their core portfolio, and how the latest update affects the outlook for 2025.
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2024-10-3115 minChip Stock Investor PodcastEpisode 227: Google’s AlphaChip Breakthrough – Is Big Tech Really Competing With the Semiconductor Industry?Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Are Google and other big tech really trying to compete with the semiconductor industry? Are companies from Broadcom to Synopsys in trouble because of Google DeepMind's AlphaChip breakthrough? Chip Stock Investors Nick and Kasey explain the real story.
Chit Chat Stocks Episode: https://youtu.be/nMFGdEKKH1E?si=LbkujWV18wQ92OVW
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2024-10-2424 minChip Stock Investor PodcastEpisode 225: 2025 Was Going to Be Great For Chip Stocks – Did ASML Just End the Party Before It Started?🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
2025 was all set to be a great year for chip stocks, but ASML's latest earnings report sent the whole industry down. What has investors worried, is ASML going to be ok, and is the next growth cycle for semiconductors at risk in 2025? Chip Stock Investors Nick and Kasey explain in this important update.
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2024-10-1609 minChip Stock Investor PodcastEpisode 223: 1 Stock Up 1,200% Investors NEED to Know About – The Absolute Best Use of AI So Far? (APP)Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
AppLovin (APP stock) has been a top AI hit in 2024 as it has developed one of the best uses for AI so far. In this episode of Chip Stock Investor, Nick and Kasey explain what AppLovin does, its relationship to Google (GOOGL stock), and what they plan to do with their investment in APP stock after incredible returns this year.
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2024-10-1217 minChip Stock Investor PodcastEpisode 220: China A Big Risk For Qualcomm and Broadcom? And 1 Under-Followed Stock You Need to Know AboutCheck out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
This episode of Chip Stock Investor tackles two topics: First, the risk revenue from China posed to companies like Qualcomm and Broadcom; and second, what Qualcomm and Broadcom customer Ubiquiti might be indicating to investors about a new growth cycle. Join Nick and Kasey to learn why 2025 could be another big year for semiconductors.
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2024-10-0918 minChip Stock Investor PodcastEpisode 218: The Ultimate Nvidia Stock Hedge, and the Truth About Big Tech AI SpendingCheck out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Worried abut the "AI bubble," and especially how it could affect Nvidia (NVDA stock)? Chip Stock Investors Nick and Kasey explain what's really happening, the real reason big tech is spending so much on Nvidia, and a financial metric to follow the cycle. They conclude this video with a discussion on stocks that can act as an "NVDA stock hedge."
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2024-09-3016 minChip Stock Investor PodcastEpisode 217: Micron Signals 2025 Will Be A Great Year to Be A Chip Stock Investor🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Micron (MU stock) just signaled it will have a good 2025 -- and that other semiconductor stocks might as well. Nick and Kasey discuss why, and how Micron's surging sales bode well for the whole industry.
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2024-09-2813 minChip Stock Investor PodcastEpisode 214: Big Software Is Going All-In On AI, and A Chip Stock Investor Portfolio Change (CRM, PATH)Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Big software companies like Salesforce are going all-in on AI, as pressure mounts in a new era of computing. Is Salesforce in trouble because of a new army of AI startups? Will AI disrupt big enterprise SaaS companies? Chip Stock Investor thinks disruption will happen, and is making a portfolio change. Get the details in this video from Nick and Kasey.
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2024-09-2212 minChip Stock Investor PodcastEpisode 213: The Future of AI Data Center Storage? PureStorage (PSTG) After the 40% Crash Looks Tempting AgainCheck out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of 2024. Shares are up significantly on the year, but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now? Is the AI data center boom still coming for PureStorage? This and more in this important investing update.
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2024-09-2019 minChip Stock Investor PodcastEpisode 212: Micron Stock (MU) Crash – Is the Semiconductor Party Over? Best Long-Term Memory Chip StocksGet up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video.
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2024-09-2013 minChip Stock Investor PodcastEpisode 211: Top Chip Stocks to Buy Now? Revealing Chip Stock Investor’s Top Power Chip Stock Portfolio (MPWR)Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Is this power chip stock one of the best buys now? Chip Stock Investors Nick and Kasey discuss their power, automotive, and industrial semiconductor portfolio in this episode, and discuss why they recently bought Monolithic Power Systems (MPWR stock). With data centers and AI changing the landscape for this top chip stock, there could be plenty of growth left.
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2024-09-2017 minChip Stock Investor PodcastEpisode 208: Our Top Chip Stock Buy September 2024 – More AI Progress At Broadcom (AVGO Stock)This video is sponsored by Public. Check it out at https://public.com/csi
Chip Stock Investor discusses its top buy "AI chip stock" buy for September 2024. With fresh Broadcom (AVGO stock) financials in hand, Nick and Kasey discuss what the company does, and why it's growing importance in the global economy makes it a buy for their portfolio.
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2024-09-0619 minChip Stock Investor PodcastEpisode 206: Crowdstrike (CRWD Stock) Still Facing Challenges After Microsoft Service Outage
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After a faulty CrowdStrike software update on July 19 caused a global Microsoft Windows outage, the endpoint cybersecurity company would like to quickly move on. So would many investors. But a quick rebound may not be happening. In this episode of Chip Stock Investor Cybersecurity Edition, Nick and Kasey explain why they're exercising more patience with this investment holding.
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2024-09-0620 minChip Stock Investor PodcastEpisode 204: 1 Small-Cap Stock Obliterating the Market In 2024 – Still Time to Buy? MNDY StockThis video is sponsored by https://www.public.com
Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing...
2024-08-3118 minChip Stock Investor PodcastEpisode 200: Is Palo Alto Networks (PANW Stock) the Ultimate Cybersecurity Investment?Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed.
Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. Is it still the ultimate investment in this important field right now? Chip Stock Investor breaks it down.
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2024-08-2625 minChip Stock Investor PodcastEpisode 197: Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next 15 YearsWill Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term.
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2024-08-2616 minChip Stock Investor PodcastEpisode 196: 3 Small-Cap Chip Stocks – Are They Still On Course For Big Investment Returns?The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns.
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2024-08-2619 minChip Stock Investor PodcastEpisode 195: Nvidia’s Next Big AI Hit? Is NVDA Stock A Buy?
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All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are investors discounting another great AI and accelerated computing growth story in the making? Chip Stock Investors Nick and Kasey discuss a forgotten and overlooked segment at Nvidia, and how it could contribute to the NVDA stock growth story.
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2024-08-2618 minChip Stock Investor PodcastEpisode 194: Best Chip Stock Buy For August 2024? ONTO StockIs Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don't miss the last videos explaining Onto's business model strengths as well, and why this could be an epic investment growth story of the 2020s.
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2024-08-1412 minChip Stock Investor PodcastEpisode 191:Airbnb Just Signaled A Recession Is Coming… Or the Stock Is Really CheapFor all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead for the economy? Or is there something less sinister going on? Chip Stock Investor breaks it down the situation on one of its top stock picks of 2024.
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2024-08-1317 minChip Stock Investor PodcastEpisode 187: Nvidia Stock Crashes On Blackwell Delays – Time to Buy NVDA Stock?🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C
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Nvidia stock is crashing again on August 5, following rumors that i...
2024-08-0921 minChip Stock Investor PodcastEpisode 186: Intel’s Meltdown Culminates In Corporate Gaslighting – Avoid INTC Stock🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C
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What happened with Intel's disappointing Q2 financial results, and furthe...
2024-08-0915 minChip Stock Investor PodcastEpisode 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax."
Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development.
Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how third-party developers...
2024-05-0314 minChip Stock Investor PodcastEpisode 128: Chip Stock Crash! Why? Time to Buy the Dip?A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve into reasons behind the selloff.
Nick and Kasey discuss why Nvidia (NVDA) falling 10% in a day needs context, Supermicro's (SMCI) earnings report non-announcement, and broader concerns in the semiconductor industry such as downturns in the auto and industrial market, and worry over ASML's and Taiwan Semiconductor's earnings reports.
Despite the volatility, Nick and Kasey emphasize the importance of zooming out to see the bigger picture, highlighting the impressive...
2024-04-2212 minChip Stock Investor PodcastSpecial Episode 119: Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide🔥🔥Purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
This video from Chip Stock Investor delves into the semiconductor manufacturing and chip packaging equipment industry, focusing on investment opportunities and stocks for 2024. It outlines the development and current complexity of the semiconductor industry, emphasizing the critical role of manufacturing equipment makers in the supply chain.
Highlighting an index of wafer fab and chip packaging equipment makers compiled by Nick and Kasey, the video updates viewers on these companies' processes, innovations, and investment potential. The 'Fab Five' – ASML Holding...
2024-04-0555 minChip Stock Investor PodcastEpisode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance
In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware.
Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new infrastructure. Nick and Kasey explain the company’s approach to software, its partnership with Nvidia last year so VMware users can operate GPUs in AI training and inference, and recent moves made by management to pay o...
2024-03-2823 minChip Stock Investor PodcastEpisode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?
Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies’ semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024.
Nick and Kasey go on to highlight Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a hug...
2024-03-0815 minChip Stock Investor PodcastEpisode 103: Top Cybersecurity Stocks CrowdStrike (CRWD) and Palo Alto Networks At War? – Top Stocks to Buy 2024
Are top cybersecurity Stocks CrowdStrike and Palo Alto Networks at War?
In this episode, Chip Stock Investors Nick and Kasey discuss the recent war of words in the cybersecurity industry, particularly involving Palo Alto Networks (PANW) vs CrowdStrike (CRWD). We highlight the bold statements made by CrowdStrike's CEO, George Kurtz, and the company's unique position as a single platform, single agent cloud software provider in cybersecurity.
However, it’s also important to understand the competition and room for growth in the industry overall. Stated another way, CrowdStrike and Palo Alto Networks may not be the head-to-head competitors the investment co...
2024-03-0721 minChip Stock Investor PodcastEpisode 102: Top Explosive Growth Stock to Buy For 2024? Arcadium Lithium Might Be In Great Shape
Want to know what just might be the top explosive growth stock to buy for 2024?
The lithium market got blasted in 2023 due to supply chain issues, geopolitical economic battles between the U.S. and China, slowing (but not declining) demand for electric vehicles, and more. But could the market be at a bottom and mounting a recovery?
Arcadium Lithium thinks things are looking up. The company, which was formed out of the merger between Livent and Allkem, looks like it’s in good shape. The stock rallied on recent comments from management, and has adequate cash to meet its ex...
2024-03-0721 minChip Stock Investor PodcastEpisode 101: Soaring Small Cap Stocks to Buy Now? – Skywater Technology (SKYT) and ACM Research (ACMR)
Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them.
In this episode, Chip Stock Investors Nick and Kasey delve into the business models for these small companies, and explain why they own one, and why they’re content to watch the other from the sidelines. They also explain if they’re buying more of these soaring small cap stocks right now, and their general philosophy when investing in small cap stocks.
Stay tuned later this week for an upda...
2024-03-0726 minChip Stock Investor PodcastEpisode 99: 2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?
In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO) and Onto Innovation (ONTO).
Silicon Motion was the object of a merger with MaxLinear (MXL), before MXL walked away last year. And we think that’s a good thing. Silicon Motion designs memory controllers for devices like PCs, smartphones, and autos. Despite facing notable competition, the company's high performance chips give it a competitive advantage, and they predict a new growth cycle is starting in 2024.
Onto Innovation, which falls in the semiconductor wafer manufacturing eq...
2024-03-0121 minChip Stock Investor PodcastEpisode 98: Palo Alto Networks Stock Crashes, and Cybersecurity Industry Stocks 2024Cybersecurity giant Palo Alto Networks (PANW) stock took a nosedive, but why? In this video, Chip Stock Investors Nick and Kasey break down the company's earnings report, the industry trend of 'platformization,' and whether this is a buying opportunity or a sign of deeper trouble. We also address investor concerns over share dilution. Get ready for:
–Analyzing PANW’s financial position, shifting strategies, and what it means for investors.
–The big picture on where cybersecurity industry trends are heading and how it impacts Palo Alto Networks.
–The “platformization” play – is this Palo Alto Networks' path to future dominance, or a risky gam...
2024-02-2322 minChip Stock Investor PodcastEpisode 97: Nvidia NVDA Stock – What You Need to Know For 2024
Nvidia knocked it out of the park once more on its recent earnings update, and could be signaling another massive increase in revenue and profitability in calendar year 2024. Is the stock a buy?
In this episode, Chip Stock Investors Nick and Kasey break down some key points from the latest Nvidia update, and reveal how they’re handling the stock in their portfolio right now.
Stay tuned for more, on Friday Chip Stock Investor will be looking at Palo Alto Networks (PANW) and will reveal their Cybersecurity Industry Flow chart!
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2024-02-2214 minChip Stock Investor PodcastEpisode 94: Will This Top AI Stock Dominate Again In 2024? Cadence Design’s (CDNS Stock) Epic Closeout to 2023
Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics).
They talk about Cadence’s impressive performance in 2023, which has steadily propelled the “top AI stock” to new heights. Cadence Design Systems has had a successful organic developer of new tech, and its collaborations (such as with Nvidia), and its impact on AI and accelerated computing systems, has put it in position for excellent growth prospects going forward.
Its hardware division is also a good ind...
2024-02-1519 minChip Stock Investor PodcastEpisode 93: Arista Networks Stock Has Doubled In the Last Year – Is Management Planning A BIGGER Move Next?In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for data centers and internet infrastructure – the highways and freeways that data travels on.
Arista Networks' stock has doubled in the past year. AI has lent a big helping hand, and its market share continues to grow at the expense of Cisco. Despite a predicted slowdown in growth in 2024, the company continues to show strong performance, and high profit margins. There is also a growing amount of cash on...
2024-02-1415 minChip Stock Investor PodcastEpisode 90: Arm Stock Has A 50% Day, and Air Products Stock Gets Blasted By China
Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so hot.
In this episode, Chip Stock Investors Nick and Kasey discuss the diverging paths chip patent licensor Arm Holdings (ARM) and natural gas, hydrogen, and industrial gas supplier Air Products and Chemicals (APD) took after their respective earnings reports. They also talk about if they’re buying either stock, and if not, when they might.
Both of these companies are foundational to the semiconductor and electronics industry. Enjoy learning how the world works via these two...
2024-02-0922 minChip Stock Investor PodcastEpisode 89: Fortinet Stock Rally – Is It A Top Cybersecurity Buy For 2024?
In 2023, top cybersecurity pure-play Fortinet left us wondering how things were going to be shaping up as we entered 2024. The guidance for Q4 2023 left us feeling a little “meh.”
But, great news! Fortinet’s management under-promised and over-delivered! Despite initial uncertainties due to a projection for billings to drop, Fortinet exceeded financial guidance.
While Q1 2024 is expected to be lackluster due to the networking infrastructure industry cycle downturn, Fortinet's growth prospects for later in 2024 and beyond is looking positive! Chip Stock Investors Nick and Kasey break the numbers down in this video, and provide some thoughts on the current state...
2024-02-0818 minChip Stock Investor PodcastEpisode 86: Big Tech Stock Profits Soaring – Why Amazon, Meta, and Qualcomm Stocks Are Top Buy-and-Holds In 2024It was a busy week, and big tech certainly delivered the tune Wall Street was hoping to hear. Growth is back, and with it, massive increases to profitability. Amazon and Meta were showing off in grand style, and Meta announced its first-ever dividend.
Meanwhile, Qualcomm’s revenue recovery is still taking hold, but earnings are ratcheting higher anyways. The automotive segment in particular bucked the industry trend as automakers can’t seem to get enough of Qualcomm’s chips powering new vehicle technology trends.
Chip Stock Investors Nick and Kasey discuss these three companies in todays episode, and why they r...
2024-02-0225 minChip Stock Investor PodcastEpisode 85: Forget AI Chips, This Is the Real Reason AMD Stock Could Rise In 2024In this episode of Chip Stock Investor, Nick and Kasey discuss the much anticipated Q4 2023 earnings for AMD. AMD has been talking plenty about its foray into AI, competing in the same ring as Nvidia. But as we have said before, it's hard to play catch up to the leader.
That doesn’t necessarily make us bearish on AMD, however. On the contrary, the focus conveyed in the most recent earnings call and the financial numbers indicate that AMD has a solid growth strategy in the years ahead.
Our analysis covers key areas like AMD's merger with Xilinx, the po...
2024-01-3115 minChip Stock Investor PodcastEpisode 84: Lithium Market Crash! Are Albemarle and Arcadium Lithium Stocks Out of Power?The lithium market has been in total disarray, and spot prices for the key ingredient in EV batteries have continued to fall in 2024. Top stocks like Albemarle and Arcadium Lithium (formerly Livent and Allkem) have been dragged down along with those market prices.
To that end, Albemarle recently provided some general updates indicating actions it has taken to protect its long-term viability. Chip Stock Investor expects similar for Arcadium as well when they report earnings later in February.
Nick and Kasey provide a couple key details to keep in mind for these lithium companies, and whether this is the...
2024-01-3010 minChip Stock Investor PodcastEpisode 83: The Best Way to Invest In Intel In 2024 Isn’t Intel Stock At AllFor Intel, the company is still very much in “prove-it” mode, and it’s going to take years for the overhaul to take hold. In the meantime, some steady progress was made.But over in semiconductor manufacturing equipment land, Intel’s overhaul is benefiting companies like Lam Research and KLA.
Chip Stock Investors Nick and Kasey discuss why they like these businesses the most for betting on an Intel recovery, and which of the “Fab 5” stocks they like most right now.
Stay tuned later this week for more updates, including on the lithium mark...
2024-01-2931 minChip Stock Investor PodcastEpisode 82: ASML Stock Is Too Expensive Right Now -- but For How Much Longer?ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the critical semiconductor manufacturing equipment provider is putting up great growth numbers and setting new financial records.
And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started.
Is it too late to buy ASML stock after the recent ral...
2024-01-2529 minChip Stock Investor PodcastEpisode 81: Taiwan Semiconductor Manufacturing Is on Fire in 2024, Texas Instruments Continues Their SlumpIn this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others still in decline. Nick Rossolillo reviews Taiwan Semiconductor Manufacturing (TSM), which seems to be indicating that the chip downturn is in the rearview mirror for PCs, laptops, and smartphones. However, he also discusses Texas Instruments (TXN), who just released earnings with not as rosy of a report. What do these earnings mean for the semiconductor industry, and what can investors look forward to in 2024?
Nick also discusses Chip Stock Investor's take on Marvell Technology...
2024-01-2521 minChip Stock Investor PodcastEpisode 80: 1 Chip Manufacturing Stock Ready to Rock From AI Chiplets, Backside Power, & Other Top Tech TrendsAccording to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micron and the other top memory chipmakers aren’t our favorite stocks right now.
Instead, we’re looking at Lam Research (LRCX), a top semiconductor wafer fab equipment and service provider. Nick and Kasey discuss the powerful business model, some new tech trends like chiplets and backside power delivery that could help Lam increase its addressable market, and the stock’s current valuation.
Stay tuned next week f...
2024-01-1918 minChip Stock Investor PodcastEpisode 79: Massive Software Merger Wants to Bring AI to the World -- Synopsys Acquires Ansys
It’s official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the largest technology merger and acquisition deals ever. The rationale for the tie-up? Bringing AI and advanced software-powered applications to the world.
In this episode of Chip Stock Investor, Nick and Kasey discuss details of the deal, why Synopsys and Ansys together makes sense, but particular risks investors need to be aware of in the coming years. They also compare Synopsys with their other semiconductor design software investment Cadence Design Systems (CDNS), and how they’re hand...
2024-01-1816 minChip Stock Investor PodcastEpisode 75: Onsemi, Microchip, STMicro, and the Auto Chip Stock Meltdown
What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview for top companies like Onsemi (ON), Microchip (MCHP), and STMicroelectronics STM), especially important after Mobileye (MBLY) gave a poor outlook for the year due to excess inventory.
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If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foo...
2024-01-0929 minChip Stock Investor PodcastEpisode 74: Qualcomm: 5G Phase 2, and 1 Of Our Top Semiconductor Stocks Of 2024Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year!
At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Qualcomm chip demand, new PC chips that include on-device AI, and why profit margins could soar for Qualcomm.
Also available is accompanying research notes for this Qualcomm deep dive over on...
2024-01-0939 minChip Stock Investor PodcastEpisode 73: Stocks We Sold In 2023, and Stocks We Still Hold For 2024
At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and what stocks were on the chopping block at one point, but they still hold for 2024.
With each stock, they extract an investing lesson learned (or relearned) after investing through the bear market of the last two years.
Next up later this week, we’ll cover why we still like Qualcomm (QCOM) and Arcadium Lithium (ALTM, formerly Livent and Allkem)!
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2024-01-0927 minChip Stock Investor PodcastEpisode 72: Chip Stock Investor's Top Chip Stocks of 2024 (That Aren't Semiconductor Stocks!)
In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024!
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
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2023-12-2723 minChip Stock Investor PodcastEpisode 71: Chip Stock Investor's Top Chip Stocks of 2024Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024!
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!!
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Marvell: https://youtu.be/uvU67bMh35A
On Semi: https://youtu.be/GdD1SJrazhQ
Semi Industry Flow Video: https...
2023-12-2722 minChip Stock Investor PodcastEpisode 70:3 Small Cap Chip Stocks (AEHR, INDI, ACMR): Are They A Buy For 2024?
In this video, Chip Stock Investor reviews three popular small cap chip stocks, Aehr Test Systems (AEHR), indie Semiconductor (INDI), and ACM Research (ACMR). Nick and Kasey begin with Aehr Test Systems, where they correct previous statements about Tesla’s requirements for its silicon carbide chips.
Moving on to indie Semiconductor, they discuss the company's aggressive expansion, share dilution, complex shareholder structure, and lack of profitability (at least presently) -- serious business model concerns the market seems to be giving a pass on.
Finally, ACM Research's reliance on China for revenue, as well as some complications related to its bu...
2023-12-2726 minChip Stock Investor PodcastEpisode 69: Cybersecurity Stock Investor: Broadcom + VMware Shake-Up of Top Cybersecurity Stocks In 2024?Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware.
CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024.
Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom’s shake-up, as well as a refresher on why top pure-plays in the...
2023-12-1920 minChip Stock Investor PodcastSpecial Episode: How to Invest In Semiconductor Stocks In 2024, and How Top Chip Companies Make MoneyThis educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different companies make money.
Chip Stock Investors Nick and Kasey discuss topics using their Semiconductor Industry Flow Chart, and provide insight to understanding how various semiconductor companies have competitive advantages that could make them great long-term investments.
The video also covers a brief explainer on the engineering, manufacturing, and infrastructure layer of the digital economy, semiconductors’ importance within the global economy overall, and their role in shaping the emerging bull market. Chip Stock Investor’s goal is to p...
2023-12-1558 minChip Stock Investor PodcastEpisode 68: Micron Confirms the PC and Smartphone Market Growth Is Back, 1 Memory Chip Stock We Like More (SIMO)Micron Technology (MU) provided an update to its current quarter’s financial guidance, indicating that growth in the PC and smartphone market is making a comeback after over a year of a terrible downturn. Micron’s expected rise in sales could bode well for this large part of the chip industry.
However, Micron is still operating deep in the red, and the stock price rally this year is pricing in much of the 2024 expected recovery. Chip Stock Investor discusses one memory chip stock they like even better than Micron right now: Silicon Motion Technology (SIMO), a leader in flash memo...
2023-11-3012 minChip Stock Investor PodcastEpisode 67: Is Broadcom (AVGO) Stock A Buy Now?
Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined company is a juggernaut in computing infrastructure and software, and a unique stock. The new Broadcom is almost a fifty-fifty split between semiconductors and cloud and enterprise software.
But is Broadcom stock really a buy now that it owns VMware? Chip Stock Investor breaks down the financials, and explains how Broadcom’s sprawling chip and cloud software business is organized and managed. Nick and Kasey also discuss an important valuation metric using enterprise value and free ca...
2023-11-2925 minChip Stock Investor PodcastEpisode 66: Is Nvidia Stock A Buy Now?Nvidia blew away expectations again in Q3 as AI sales to a new breed of data centers continues at a breakneck pace. Additionally, Nvidia seems to be also enjoying the start of a robust recovery for the PC market, as peers AMD and Intel also reported recently.
Chip Stock Investors Nick and Kasey revamp their valuation with assumptions for the rest of this year, and an early look at what 2024 could hold for Nvidia. They then give their thoughts on whether Nvidia stock is a buy, and how most investors may want to approach a stock like this one.
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2023-11-2215 minChip Stock Investor PodcastEpisode 64: Nvidia H200 Is Coming, Will AMD and Intel “Catch Up” In the AI Arms Race?
Nvidia recently announced its newest GPU-powered system for AI training and inference, the H200. This will be the first using HBM3e (an updated version of third-generation high-bandwidth memory) integrated with Nvidia’s Hopper GPU chip architecture to deliver more data for AI training and inference.
Nvidia’s CEO Jensen Huang is clearly aware of coming competition, as he’s always been in the past, but the stakes have never been higher. AMD and Intel have AI chips of their own. AMD in particular has been investing in accompanying software (the ROCm ecosystem) to “catch up” to Nv...
2023-11-1718 minChip Stock Investor PodcastEpisode 62: Warren Buffett’s Energy Bets Going Bust, and Air Products (APD) and Albemarle (ALB) Stock Disaster?It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas Air Products and Chemicals (APD) continues its big spending spree on infrastructure for future growth, as has Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B).
In the lithium market, Albemarle (ALB) once again adjusted its 2023 expectations as well. It’s been a particularly turbulent year for this sensitive and cyclical proxy stock for electric vehicle growth. What’s going on?
Chip Stock Investors Nick and Kasey delve into some of the current chal...
2023-11-1324 minChip Stock Investor PodcastEpisode 50: 1 Cheap Chip Stock For October 2023 (Tower Semi), and How to Invest In The Sphere Las Vegas (SPHR)
In the last Chip Stock Investor video, we discussed two cheap small-cap chip stocks we're watching closely in the coming months. This time we're adding small chip manufacturer Tower Semiconductor (TSEM) to that list. Nick and Kasey discuss what has happened since Intel's (INTC) failed acquisition of Tower, why it could be a great value stock right now, and what will move them off the sideline and buy the stock.
In keeping with the small-cap stock theme, Chip Stock Investor next discusses The Sphere. The next-gen tech property in Las Vegas recently opened with a U2 concert, and early...
2023-10-0729 min