Chip Stock Investor Podcast

Supercharge your analysis with AI! Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec 2, 2024. After that, get 15% off with our link☝️ ) Investors want to know about long-term investing in robotics stocks, and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course, at Chip Stock Investor, we always default...

Supercharge your analysis with AI! Get 25% of your membership, available through December 2, with our special link here: https://finchat.io/csi/ Palo Alto Networks stock has been one of the best investments in the cybersecurity space. Chip Stock Investors Nick and Kasey explain why, and whether it's too late to own this top pure-play in security software. Join us on Discord with Semiconductor Insi...

Supercharge your analysis with AI! Get 25% of your Finchat.io subscription with our special link here: https://finchat.io/csi/ (25% off applies only until Dec 2, 2024) CrowdStrike (CRWD stock) has rallied in grand fashion since the July Microsoft Windows outage they created. But is it too late to buy now? Chip Stock Investors Nick and Kasey discuss the latest earnings report, and update their take...

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 Arista Networks (ANET stock) has been an incredible investment in the decade since the IPO. Is it still a great buy and hold for the next five years? Chip Stock Investor discusses Arista's place in the modern AI data center, h...

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 Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However, concerns remain among many investors that Nvidia's ascendenc...

NVIDIA's fourth quarter outlook is in, and Blackwell is already exceeding CEO Jensen Huang and the top chip company's forecasts. What does this mean for 2025? And what is Chip Stock Investor doing with its holdings in NVDA stock? This has huge implications for semiconductor stocks for the new year! Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your...

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 Tariffs and trade war have emerged once more as a top concern for semiconductor stocks. Will new U.S. tariffs on chips from China hurt the industry? What does it mean for global supply chains? Chip Stock Investor explains what...

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 Is cybersecurity stock Fortinet finally ready for a run higher in the next few years? One of the leaders in cybersecurity platforms, specializing in network and cloud security, Fortinet is continuing its push into recurring...

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 In this episode, we discuss Onto Innovation's (ONTO stock) recovery to new all-time-high revenue and profit amid a semiconductor market downturn. Key points include their Q3 2024 earnings, two strategic acquisitions, and role...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ What sent AppLovin APP stock soaring nearly another 50% after Q3 2024, and an incredible 455% so far in 2024? Nick and Kasey discuss the power of AI in digital advertising, AppLovin's focus on mobile gaming ads, expansion into e-commerce, and the partnership with Google Cloud using Nvi...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Lattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Chip Stock Investor explains everything you need to know about semiconductor stocks right now in two charts. And after AMD's last earnings update, is it time to sell? As Nick and Kasey have been explaining throughout 2024, there are problems with the narrative surrounding AMD catching up to Nvidia. It might...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Arm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean?...

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Google Cloud revenue and profit is soaring, and that's great news for Nvidia and Broadcom too. Chip Stock Investors Nick and Kasey discuss these three important stocks in their core portfolio, and how the latest update affects the outlook for 2025. Join us on Discord with Semiconductor Ins...

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...