Chip Stock Investor Podcast

Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? They discuss past market turbulence, and common mindsets that lead to bad decisions -- in times of extreme fear, as well as times of unchecked investor optimism. Sign Up For Our Newsletter: https://mai...

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 Onsemi 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 thi...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Memory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more! 👇Find out more at https://www.chipstockinvestor.comJoin...

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 Is 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...

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 In this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like S...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form In 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. Jo...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Nvidia hosted its first ever Quantum Day at GTC 2025. But does that make quantum computing a good investment right now? And who is poised to profit the most from quantum computing at this point in the research and development process? Chip Stock Investors Nick and Kasey Rossolillo disc...

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...

Fund your account in five minutes or less at https://www.public.com/CSI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Oracle had another great earnings report. Were there hidden messages for investors worried about the durability of the market during the correction? What does it mean for top Oracle supplier Nvidia? Check out the video to find out! Join...

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 c...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge 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 semico...

CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Microsoft as a top customer, and why they might buy a small position anyways despite the risk Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat...

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. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback, hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription s...

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. What will logic chip technology look like in the next 15 years? And how can this technology R&D be invested in right now? Chip Stock Investor explains a few details from recent investor days at ASML and Lam Research (LRCX) where the next decade of logic chip techn...

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. Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025. Join us on Dis...

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...

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. 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. J...

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. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In 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 befor...

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/tiers Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstock...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025,...

This 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...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Is Google (GOOGL/GOOG) a buy? We analyze Q4 earnings, focusing on GCP cloud revenue, capex, and discuss why Google is a core holding for the 2025 accelerated compute bull market. Will AI fuel Google's growth? Find out now! Join us on Discord with Semiconductor Insider: https://ko-f...

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. 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...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Our "forever healthcare stock" Intuitive Surgical had a great 2024. Is it too late to buy in 2025? Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot, why the stock always seems expensive, but why it remains a favorite for the long term. Supercharge your a...

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/tiers Is 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 margi...