Chip Stock Investor Podcast

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com <br> Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update. <br> Supercharge your analysis with AI! Get 15% of your membership with our special link he...

Supercharge 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...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/ <br> AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials. <br> Sign Up F...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full...

Supercharge 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...

LiDAR 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&#39...

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 wit...

Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJ...

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with...

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 comp...

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working on in cybersecurity, including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up...

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on. Watch our pr...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in 2025, and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stoc...

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, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that...

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, 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 r...

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/MARKETMELTDOWN25 Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth d...

Supercharge 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 H...

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/ Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https:/...

Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get 25% off an...

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Tesla’s Q1 dip a normal cycle downturn or the start of something bigger? We explore key data points like vehicle deliveries, energy revenue, and Elon&#3...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Investors were clamoring for humanoid robot stocks earlier this year, but some of the most productive use of robotics around is none other than inside semiconductors fabs. Chip Stock Investors Nick and Kasey discuss how it works, who the king of fab robotics and automation is, and thre...

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 ASML 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...

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...

Supercharge 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 m...

Supercharge 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/MARKETMELTDOWN25 Tariffs 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 St...