Chip Stock Investor Podcast

Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted https://x.com/InvestingPod https://www.instagram.com/investingunscripted Join Chip Stock Investor on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this special episode, Jeff and Jason from  @InvestingUnscripted  d...

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 Is Meta spending on Nvidia AI out of control? How long can the data center super-cycle last? And is Meta stock still a good buy after an epic run the last couple of years? Chip St...

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. Chip Stock Investor analyzes Amphenol (APH), a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financ...

This video is sponsored by Finchat.io: 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 SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated co...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers How can investors invest in chip stocks in 2025? And what is the role of intellectual property (IP) and patents in the semiconductor industry? Learn why these tiny yet invaluable components are foundational to modern electronics, and discover the financial strategies companies use to capitalize on their techno...

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 We analyze their silicon carbide and AI testing solutions, the competitive landscape (Teradyne, Advantest), and growth potential within the broader semiconductor market recovery (...

AMD made some BIG announcements at CES 2025! But the stock has been selling off lately. Is now finally the time to buy AMD stock? Chip Stock Investors Nick and Kasey break down the news and analyze what it means for investors. 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-f...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ EDA software is foundational to the chip industry. How can investors invest in EDA software in 2025? And what stocks are Chip Stock Investor betting on? Find out in this exclusive video! Safeguard...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Taiwan Semiconductor Manufacturing's (TSMC) latest earnings report started off 2025 with a bang for chip stock investors. TSMC's 30% revenue growth in 2024 serves as a positive signal for industry giants like NVIDIA and Broadcom, and growth is set to continue at a fast pace in 2025. Additionally, we di...

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. Chip Stock Investor revisits Unity Software and examines changes that have been made at the video game and 3D content creation business the last two years. Nick and Kasey discuss the competitive landscape, the messy merger with ironSource after Unity rebuffed AppLovin...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Snowflake SNOW stock on its way to big AI profit in 2025? Chip Stock Investor enterprise SaaS edition discusses Snowflake's current position in the enterprise software market, recent financial performance and shortcom...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi 2024 review video: https://youtu.be/uaUqZruMvLg In this episode of Chip Stock Investor, we delve into our Power and Sensor basket of stocks, focusing particularly on On Semi and its prospective recovery in the auto and industrial sectors by 2025. We discuss the recent market downturn, the U-shaped recovery e...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers After Jensen Huang's keynote at CES 2025, is Nvidia's next big AI breakthrough here? Chip Stock Investor discusses its key takeaways, including the RTX 50 series GPUs, innovations in AI-driven personal computing with NIMs, and the revolutionary Project DIGITS. Plus, get an overview of our updated outlook for N...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Is it time to sell Air Products and Chemicals (APD stock)? In this episode, we discuss the reasons we originally bought APD stock for our chip stock portfolio, APD's sale of the natural gas liquefaction business to Honeywell (HON), and the potentially disruptive impact of Mantle Ridge's proxy war on Air Prod...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor . AI has changed the name of the game for software companies. Are software, including enterprise SaaS stocks, in trouble? The pioneer of the enterprise SaaS movement Salesforce doesn't think so, and has been making some key in...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Qualcomm's recent investor day on diversification into automotive, laptops, and industrial AI looked good, but Wall Street wasn't impressed. Apple still trying to part ways with Qualcomm 5G chips is a bi...

Chip Stock Investor is ready to start 2025 with its list of top semiconductor stock holdings in January. Do you want to learn about semiconductors? The complexities of the industry? What it has to do with AI? And how top companies develop competitive advantages that can stand the test of time? Join Chip Stock Investors Nick and Kasey for their annual industry review, and an introduction on how the...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor In this episode, we cover Micron stock's recent downturn after the earnings update. Is Micron's revised outlook on memory chip demand bad news for the semiconductor industry? Or is this normal volatility and cyclicality for the business as 2025 gets started? Supercharge your analysis with AI! Get 15% of your members...

Join us at Chip Stock Investor as we review the performance of our top non-chip stock picks for 2024, including Amazon, Salesforce, Airbnb, Booking Holdings, On Running, Crocs, Arcadium Lithium, and Shift 4 Payments. We discuss their stock returns in the last year, what happened to the businesses themselves, and whether each one will remain in our portfolio for 2025. Join us on Discord with Semico...

Supercharge your analysis with AI! Get 15% of your subscription to finchat.io with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Broadcom blew away investor expectations for 2025 with its soaring AI revenue. Will it give Nvidia (NVDA stock) a run for its money this next year? Chip Stock Investor reveals its expecta...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor . Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where y...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor How did Chip Stock Investor's top chip stocks picks of 2024 perform? And are those stock picks still good for 2025? Nick and Kasey highlight winners like NVIDIA and Pure Storage, as well as the losers like Microchip and Onsemi...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Top AI supercycle stock Synopsys provided an early look into the health of the semiconductor industry for 2025. The company is indicating a slowdown is coming, but there's a lot more to the story. Chip Stock Investor explains what's happening, and why this remains a top business in the...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Could Marvell Technology Group (MRVL stock) be the next big AI stock winner in 2025? The last earnings update suggest they could be. Chip Stock Investors Nick and Kasey discuss the high points, the expanded custom AI chip design deal with Amazon, and the upside for these companies as 2025 gets ready to begin...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi PureStorage could hold the key to solving a big pain point in AI data center energy demand. The stock is up on the news it has struck its first deal with a data center hyperscaler. Chip Stock Investors Nick and Kasey explain what it means, and why PureStorage could still be a great buy headed into 2025 for t...