Chip Stock Investor Podcast

🔥🔥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 curren...

In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the high-level demand and growth in the cybersecurity industry, we focus on Zscaler's business performance despite recent stock price volatility. Zscaler has emerged as one of the “big four” cybersecurity pure-play businesses, so Nick and Kasey...

Pure Storage (PSTG), known for its all-flash storage solutions, has shown notable growth this year. Thank AI in part, but also due to its successful subscription-based data center storage model. Despite a slight revenue miss for fiscal year 2024, the company's subscription-based revenues and higher profit margins signal strong future potential in the years ahead. Nick and Kasey’s discussion al...

DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the Paperspace AI acquisition from last summer. DigitalOcean has positioned itself within the cloud infrastructure market, especially for developers and small businesses looking for easy-to-use and affordable tools. Chip Stock Investors Nick and Kasey...

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 i...

Aehr Test Systems released preliminary financials and an accompanying statement on March 25, 2024, and results are going to be even uglier than originally predicted. This story is really all about silicon carbide (SiC) customers (like Onsemi) holding back on delivery of new Aehr equipment. Chip Stock Investor discusses the impact of the downturn in the automotive and chip manufacturing industries...

This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for customers like Google and Meta. Broadcom’s biggest customers are scaling up their data centers with XPU clusters for AI inference, and Broadcom is projecting the potential to scale to over 1,000,000 XPUs in time. Nick and Kasey also compar...

Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system...

In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its excesses. Nick and Kasey emphasize the importance of moderating investor behavior to avoid extreme market sentiment swings – in both directions – and highlight the booming AI trend that may have taken some...

Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with an active commentary – since the hot IPO of 2020. Instead, we rode the wave passively via Salesforce’s and Berkshire Hathaway’s participation in the Snowflake offering. But now that Snowflake stock has been beaten up again, Chip Stock Investo...

Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing. Chip Stock Investors Nick and Kasey are here to break down all the pieces that make up a Blackwe...

There’s a secret AI war brewing. In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its...

We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven’t done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY). Japan is emerging as a top...

In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales. But to start, we share our thoughts on books we've read in the last year, and their relevance to investing in the "AI era." Those books may not be what you think. Instead of investing books, we instead prefe...

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 h...

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, si...

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...

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 expl...

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Investor does a deep dive into its new Cybersecurity Industry Flow chart, designed to help investors get a better understanding of this critical software service in a new era of cloud computing and AI. C...

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 a...

Cybersecurity 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...

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, o...

We have looked over Axcelis Technologies (ACLS) stock multiple times over the past six to nine months, but have never pulled the trigger on buying this small cap stock. But what about now, after a big selloff in recent months as the EV market and other industrial semiconductor demand has fallen? In this episode of Chip Stock Investor, Nick and Kasey take a deeper look into this company centered in...

In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials (AMAT). Lattice’s recent report was admittedly not great, but not unexpected with the current state of industrial and automotive markets – including electric vehicles (EVs). Year over year though, the company reported some progress, awesome pro...

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...