Chip Stock Investor Podcast

The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to implode? Or is there more to the story? Chip Stock Investors Nick and Kasey level the conversation with some facts about data center spending, in light of Alphabet's (GOOGL stock) solid earnings....

After an epic first half of 2024, chip stocks got hit hard. Fears of rising geopolitical tensions were blamed. And yet, through it all, leading edge third-party chipmaker Taiwan Semiconductor Manufacturing (TSM) posted incredible growth, and forecasted more to come thanks to AI and accelerated computing. Will issues between the U.S. and China, and Intel's government funded aspirations, topple...

Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really need to know a couple items before doing so. On this episode of Chip Stock Investor cybersecurity edition, we discuss the implications for investors from both a business and portfolio construction perspective. Learn how insurance companies, li...

After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an otherwise as-expected quarterly update, an ASML stock correction may finally be here. But when is the next growth cycle starting for advanced lithography needed for AI chips? And is ASML a top buy now? Chip Stock Investor weighs in. 👉👉 Chip Stock...

Small-cap stocks are heating up on hopes the U.S. Federal Reserve may cut rates later this year. Small chip stocks like Aehr Test Systems (AEHR) are also on the rise as the next wave of EV growth may be starting as well. Is it too late to buy AEHR stock and other small-caps? Don't miss this important update from Chip Stock Investor. 👉👉 Chip Stock Investor offers a premium membership that giv...

Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about the shift from traditional organic materials to glass substrates and the potential of lithography in chip packaging. Don't miss insights on the evolution of this technology and its impact on investments. Technical videos to watch on advanc...

The semiconductor industry may be headed from just over $500 billion in global annual sales in 2023, to $1 trillion by 2030. If that's to happen, semiconductor manufacturing will need to come up with novel processes to address all sorts of new use cases -- including AI. In this episode, Chip Stock Investors Nick and Kasey discuss a new chip packaging innovation that could pave the way to huge...

Aehr Test Systems stock is on FIRE the last few days, but the official earnings report isn't until next week... What's fueling this surge? This isn't your typical chip stock hype – Aehr has actually DOWNGRADED guidance multiple times this last year. So, what gives? Join Chip Stock Investor as we dive into Aehr Test Systems financials. We'll analyze the recent stock movements, uncov...

Interested in Cloudflare stock? You need to know about Akamai and its critical role in the internet first! This episode provides a history of how the global IT infrastructure was pieced together, how Akamai emerged, and the lessons learned along the way that could potentially make Cloudflare a superior long-term investment. Risks abound, though. Join Chip Stock Investors Nick and Kasey for an in-d...

Axcelis Technologies is one of our favorite chip stocks of the moment, and it's up over 40% in less than three months! We discuss what's driving the performance, market segments for this part of the semiconductor manufacturing industry, and why Axcelis remains a promising investment for 2024 and beyond. Power and industrial chips could be about to make a comeback, and this company could al...

In this episode, we dive into a small company called Aspen AeroGels, a company at the crossroads of advanced thermal insulation and electric vehicle battery technology. Learn about the company's position in preventing thermal runaway in EV batteries, and their expanding role in energy and industrial sectors and why this position makes for a possible small-cap investment in our portfolio. We ta...

In this episode of Chip Stock Investor, we take a deep dive into BE Semiconductor (BESI), a leader in chip packaging. Learn about BESI's role in the semiconductor manufacturing process, its financial standing, and why it's poised for growth as the semiconductor market rebounds. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors i...

TransMedics (TMDX) stock has been on a tear. How is this innovative biotech company changing the game in organ transplantation? Learn about their unique machine that keeps organs alive during transportation, their logistics and air transport model, and the potential for further growth in the healthcare sector. Don't miss out -- watch now to see if TransMedics could be the next big thing in you...

In this episode of Chip Stock Investor, we dive deep into GE Vernova's position in the current bull market, focusing on energy trends in light of the semiconductor industry. We discuss the growing electricity demands of data centers and GE Vernova's strategic moves post spin-off from GE. From nuclear power to advanced orchestration software, we uncover the pros and cons of GE Vernova and w...

Join us on Chip Stock Investor as we delve into Micron’s (MU) impressive Q3 2024 earnings, revealing a remarkable $6.8 billion in revenue—up 82% year-over-year. Nick and Kasey discuss why AI is a major growth driver for the memory chip industry and Micron's ambitious projections for fiscal year 2025. We'll also explore the broader semiconductor industry's recovery and high demand acros...

Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for significant growth. Discover the FAB Five, industry trends, and government-funded projects boosting semiconductor capacities worldwide. Don't miss out on key insights and our top stock picks. Link to the "Semiconductor Manufacturing and C...

In this episode of Chip Stock Investor, we dive into Monolithic Power Systems (MPWR) and explore why it could be the Nvidia of data center and AI power chips! Discover the notable similarities between Monolithic Power and Nvidia's business model, and understand how Monolithic Power has achieved significant growth despite a general downturn in the auto and industrial segments. 👉👉 Chip Stock I...

Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market implications, and explore other top performers like Qualcomm (QCOM) and Pure Storage (PSTG). We'll discuss why some stocks soared, while a few stumbled, and share insights into opportunities and trends in the semiconductor industry for the s...

Join us at Chip Stock Investor as we dive into our mid-year review for 2024, assessing the performance of our non-chip stock top picks. What will help Amazon (AMZN) stock continue to outperform? How did Crocs (CROX) surge nearly 70%? What's behind Arcadium Lithium's (ALTM) dumpster fire status, and Salesforce (CRM) stock’s recent dip? We review what happened, our expectations for the secon...

Chip Stock Investor delves into Coherent's business model after poaching top CEO Jim Anderson from Lattice Semi. AI system designers like Nvidia (NVDA) rely heavily on photonics to make high-performance accelerated compute in data centers possible. Could Anderson's move be indicative of great things to come for Coherent stock? Should investors buy, or wait and see? Nick and Kasey discuss w...

As investors continue to hunt down top AI stocks to buy now, Broadcom just joined Nvidia and others in announcing a 10-for-1 stock split. There have also been some top chip stock IPOs, and one of them, Raspberry Pi, is closely tied to Broadcom. As AI chips heat up, is Broadcom stock still a top buy? Don't miss this update from Chip Stock Investor to find out! 👉👉 Chip Stock Investor offers a...

Airbnb (ABNB) has revolutionized the real estate market by vastly increasing profit margins through short-term stays and its online marketplace model. Chip Stock Investor discusses the company's impressive financial performance, growth trends, and potential risks. Learn why Airbnb is a compelling investment opportunity alongside Booking Holdings (BKNG), and explore the latest additions to thei...

In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how Onto, Nova, and CamTek are advancing in wafer fab and chip packaging, and why Onto's stock has skyrocketed by 160% since early 2023. We also explore Onto's key products like the Firefly G3 and Jet Step X 500 systems, their growth driver...

Chip Stock Investor dives deep into the Identity Access Management (IAM) sector of cybersecurity. We analyze key players like Microsoft (MSFT) Okta (OKTA) and CyberArk (CYBR), with a special focus on CyberArk's recent deals and acquisition. Learn the difference between IAM and Privileged Access Management (PAM), understand the significance of machine identity management, and get insights into...

The recent downturn in cloud software stocks has been brutal. In this episode, Chip Stock Investor takes a fresh look at Salesforce and UiPath. Despite significant drops in their stock prices, we analyze if it's time to buy the dip, hold, or exit. We also explore the impact of AI and Nvidia's encroachment on SaaS companies' turf, and discuss the potential for Salesforce and UiPath'...