Chip Stock Investor Podcast

This video is sponsored by https://www.public.com Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink? And is now really a good time to invest in the crowded digital payments acceptance space? Chip Stock Investor explains in this video, and why Shift4 remains one of their favorite small-cap stock...

This video is sponsored by https://www.public.com Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details. A High-Yield Cash Account is a secondary br...

This video is sponsored by https://www.public.com Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's becoming undeniable that CEO Jensen Huang's company is the undisputed leader in accelerated computing, and no one will ever truly "catch up." So why is the market receiving the latest financial report with muted response? And has...

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Nvidia (NVDA) is being billed as "the most important report of 2024." This isn't entirely an exaggeration. Nvidia has helped lift stocks (as measured by the S&P 500) out of the bear market, and it's driving S&P 500 earnings growth in a big way. Investors are focused on...

TSMC recently acquired a facility that manufactured LCD screens. This news came hot on the heels of TSMC's board of directors approving a $30 billion budget for fab spending and expansion. What's going on? And what are the implications for TSMC shareholders and other interested semiconductor and chip stock investors? In this episode, we dive into the world of glass substrates and their gam...

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. Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. I...

Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software stock. We discuss everything you need to get you up to speed with Palantir. ETF Video: https://youtu.be/-56YZmTYypc This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public I...

In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why we're still not interested in buying indie Semiconductor, Navitas Semiconductor, and Wolfspeed in our small-cap portfolio. Learn why these companies don't meet our investment criteria, and why saying no to investing in stocks is...

Will Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary broker...

The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brok...

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are investors discounting another great AI and accelerated computing growth story in the making? Chip Stock Investors Nick and Kasey discuss a forgotten and overlooked segment at Nvidia, and how it coul...

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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🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents...

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...

🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents...

🔥🔥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...

🔥🔥Join Moomoo and get the benefits here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tra...