Chip Stock Investor Podcast

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Wolfspeed (WOLF stock) is a promising manufacturer of silicon carbide (SiC) chips used in EVs and other high-voltage industrial applications. But Chip Stock Investor has been passing up this falling knife stock for years. A recent financial update from the company -- including $750 million in funding from th...

Netflix is two years into its digital ads journey. The TV streaming pioneer is making a break from its early exclusive partnership with Microsoft and building its own in-house ad server technology. But what's an ad server? And does it really make Netflix stock a buy? Chip Stock Investor explains how the company still has a lot of fuel in its tank. 🔥🔥📊Get up to 15 free stocks for signing up with...

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Investors were disappointed with ASML's early downgrade on 2025 growth guidance, but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 2024 was another great quarter for Lam. Semiconductor manufacturing is growing in complexity, and Lam provides a lot of new equipment in...

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...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Taiwan Semiconductor Manufacturing (TSM stock) just had a great earnings update, and could be a great buy for the right investor. This is in spite of a seemingly not so great update from fellow industry giant and TSMC equipment supplier ASML. Chip Stock Investors Nick and Kasey discuss what happened, where w...

🔥🔥📊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 impo...

📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C With a new semiconductor growth cycle approaching, where's the best place to invest right now? AI continues to get lots of attention. But as Chip Stock Investors Nick and Kasey explain, manufacturing tool makers continue to be a compelling option. They explain why in this video, and highlight...

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...

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C With Nvidia's explosive accelerated computing and AI growth the last two years, many investors are now looking for what's next. Robotics hold a lot of promise, and Nvidia is a player on that front too. However, a world full of robotics (automated processes) is already here, and one cyberse...

Check 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...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi In this episode of Chip Stock Investor, the focus shifts to the biotech and big pharma sector, specifically examining Vertex Pharmaceuticals (VRTX). Following work on semiconductors' contribution to healthcare technology, Nick and Kasey discuss Vertex's current operations. Cystic fibrosis treatments and a pa...

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Oracle has made a big push into cloud data centers and AI, and now it could be getting into the chip design business too. The battle between big tech companies keeps heating up. Is Chip Stock Investor buying Oracle (ORCL stock)? Join us on Discord with Semiconductor Insider: https://ko-fi....

Check 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 t...

🔥🔥📊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. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi While many investors are speculating about Intel getting acquired or invested in by Qualcomm or Apollo, Synopsys and Ansys' mega-merger continues to make progress. This business combination will have a big impact on the semiconductor industry. Chip Stock Investor explains recent developments, and updates...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi We are discussing Twist Bioscience (TWST), a fascinating biotech company that helped revolutionize DNA synthesis -- but on silicon wafers. Of course Chip Stock Investor is interested! Nick and Kasey explore Twist's technology, market potential, and the competition they face from big players like Merck an...

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 t...

Check 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 inve...

Get 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. Moomoo's $0 commission t...

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble, it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO, it's time for Chip...

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. Zscaler is quietly undergoing a transformation from a pure cloud cybersecurity software company to a contender in the networking security space. Chip Stock Investor discusses Zscaler's strategic moves to enhance their S...

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. A High-Yield Cash Account is a secondary...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What i...

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. 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 happe...