Chip Stock Investor Podcast

Is 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 g...

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer. 👉👉 Chip Stock Investor offers a p...

ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way for the semiconductor industry. Learn how leading chipmakers like Intel and Taiwan Semiconductor Manufacturing are adopting these cutting-edge technologies, and what this means for investors! This v...

For 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. This video is sponsored by www.public.com A High-Yi...

Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impressive year-over-year growth, and how custom chip innovations may help differentiate AWS from the cloud crowd. However, do...

Stop leaving yourself vulnerable to data breaches. Go to my sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Fortinet stock popped higher on optimism a downturn for its security hardware segment may finally be coming to an end. Throughout the downturn, though, this top cybersecurity leader has actually continued to grow profitably....

Mobile connectivity chip leader Qualcomm is growing again, thanks in large part to a booming automotive segment and... surprise!... smartphone growth in China. With profit margins on the rise, and QCOM stock getting smashed in July and August, this could be one cheap semiconductor stock right now. Don't miss this important update from Chip Stock Investor on one our favorite picks for 2024! Thi...

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Today, we're diving into how to buy the dip and capitalize on the potential Fed rate cuts expected in September. We're highlighting the Vanguard Information Technology ETF (VGT) as a top pick, discussing its impressive performance, strategic holdings, and why it remains our top choice. Plus, find out how to join our exclusive Semiconductor Insider membership for detailed earnings coverage...

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🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C Is the EV and auto chip recovery here? On Semiconductor's (ON stock) Q2 2024 earnings turned out as expected. Despite financial challenges, the stock surged 10%. Chip Stock Investor discusses why optimism persists in the EV, automotive, and industrial growth cycle, and the implications of...

🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C KLA Corp is part of the "Fab 5," critical manufacturing equipment providers for the semiconductor industry. KLA will play an important role if global chip sales are to reach $1 trillion by 2030. The company is poised for significant growth with new chip fabs nearing completion. Chip...

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The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to implode? Or is there more to the story? Chip Stock Investors Nick and Kasey level the conversation with some facts about data center spending, in light of Alphabet's (GOOGL stock) solid earnings....

After an epic first half of 2024, chip stocks got hit hard. Fears of rising geopolitical tensions were blamed. And yet, through it all, leading edge third-party chipmaker Taiwan Semiconductor Manufacturing (TSM) posted incredible growth, and forecasted more to come thanks to AI and accelerated computing. Will issues between the U.S. and China, and Intel's government funded aspirations, topple...

Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really need to know a couple items before doing so. On this episode of Chip Stock Investor cybersecurity edition, we discuss the implications for investors from both a business and portfolio construction perspective. Learn how insurance companies, li...

After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an otherwise as-expected quarterly update, an ASML stock correction may finally be here. But when is the next growth cycle starting for advanced lithography needed for AI chips? And is ASML a top buy now? Chip Stock Investor weighs in. 👉👉 Chip Stock...

Small-cap stocks are heating up on hopes the U.S. Federal Reserve may cut rates later this year. Small chip stocks like Aehr Test Systems (AEHR) are also on the rise as the next wave of EV growth may be starting as well. Is it too late to buy AEHR stock and other small-caps? Don't miss this important update from Chip Stock Investor. 👉👉 Chip Stock Investor offers a premium membership that giv...

Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about the shift from traditional organic materials to glass substrates and the potential of lithography in chip packaging. Don't miss insights on the evolution of this technology and its impact on investments. Technical videos to watch on advanc...

The semiconductor industry may be headed from just over $500 billion in global annual sales in 2023, to $1 trillion by 2030. If that's to happen, semiconductor manufacturing will need to come up with novel processes to address all sorts of new use cases -- including AI. In this episode, Chip Stock Investors Nick and Kasey discuss a new chip packaging innovation that could pave the way to huge...

Aehr Test Systems stock is on FIRE the last few days, but the official earnings report isn't until next week... What's fueling this surge? This isn't your typical chip stock hype – Aehr has actually DOWNGRADED guidance multiple times this last year. So, what gives? Join Chip Stock Investor as we dive into Aehr Test Systems financials. We'll analyze the recent stock movements, uncov...

Interested in Cloudflare stock? You need to know about Akamai and its critical role in the internet first! This episode provides a history of how the global IT infrastructure was pieced together, how Akamai emerged, and the lessons learned along the way that could potentially make Cloudflare a superior long-term investment. Risks abound, though. Join Chip Stock Investors Nick and Kasey for an in-d...

Axcelis Technologies is one of our favorite chip stocks of the moment, and it's up over 40% in less than three months! We discuss what's driving the performance, market segments for this part of the semiconductor manufacturing industry, and why Axcelis remains a promising investment for 2024 and beyond. Power and industrial chips could be about to make a comeback, and this company could al...

In this episode, we dive into a small company called Aspen AeroGels, a company at the crossroads of advanced thermal insulation and electric vehicle battery technology. Learn about the company's position in preventing thermal runaway in EV batteries, and their expanding role in energy and industrial sectors and why this position makes for a possible small-cap investment in our portfolio. We ta...