Chip Stock Investor Podcast

In this Chip Stock Investor episode, we break down CrowdStrike's (CRWD) Q1 FY25 earnings, analyzing if their growth is sustainable. We explore industry trends, and dissect the cybersecurity industry's growth prospects. Can cybersecurity pure-play company CrowdStrike continue to fight the dominance of Microsoft and others? Find out why we think the answer is yes. 👉👉 Chip Stock Investor of...

In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in...

In this episode of Chip Stock Investor, we dive into the influential role of Synopsys (SNPS) in the semiconductor industry. We discuss the company's leadership in electronic design automation (EDA) software, intellectual property (IP) and chip patents, and the ongoing consolidation in the market. With insights on recent mergers, financial performance, and Synopsys' crucial position in data...

Chip Stock Investor makes a surprising move, swiftly ditching a recent portfolio addition, Snowflake (SNOW) amid concerns over slowing growth and mounting costs. What's their next play in this uncertain cloud and AI software market? And what two intriguing companies have caught their eye instead? Dive into the full video for the juicy details and learn the strategy behind their latest investme...

In this video, Chip Stock Investors Nick and Kasey discusses Lam Research's (LRCX) potential in the chip industry, focusing on its key role in equipment for wafer fabs, $10 billion stock buyback, and upcoming stock split. The video dives into Lam's market position, varied customers, and expansion beyond memory chips. We wrap up with Lam's valuation compared to peers, highlighting its g...

Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, including its ambitious manufacturing projects, the role of gallium nitride (GaN) in power chips, and the broader industry out...

In this video, we break down Applied Materials' (AMAT) latest earnings and why we're STILL bullish on this semiconductor manufacturing giant. Learn why they're essential for everything from memory chips to advanced GPUs to AI data center systems, and how they're positioning themselves for major growth over the next few years. Plus, we'll share our insights on other promising ch...

Welcome back to Chip Stock Investor! In this episode, we dive into Nvidia's (NVDA) recent earnings call and dissect the wild growth numbers and future outlook. Nvidia's revenue is now dominated by over 80% Data Center revenue. However, there is more to Nvidia than meets the eye. Watch now to understand their other revenue segments and growth opportunities! Subscribe for more insights from...

Chip Stock Investor breaks down Palo Alto Networks' (PANW) latest earnings, strategic moves, and acquisitions in the consolidating cybersecurity sector. Explore their platformization approach, financial performance, and the future of cybersecurity. Watch next: https://youtu.be/3rcz8RKgURU https://youtu.be/RZMCIyTj3KI https://youtu.be/QpQ-Vw7wPfM https://youtu.be/DRKWQSPz7rA 👉👉 Chip Stock Inv...

Chip Stock Investor's latest analysis explores the challenges facing the cloud software industry in 2024. One of our long-time favorites, Shopify (SHOP), continues to struggle for traction. Are there better e-commerce plays? Meanwhile, there's massive potential for one of our latest buys, AppLovin (APP). We'll look beyond traditional metrics to uncover the true growth stories behind th...

Uncover the secrets of quantum computing and discover 3 stocks and 1 ETF available to investors that have quantum computing potential. This Chip Stock Investor video delves into the chilling truth (refrigerators!) behind quantum computers, what connection to everyday life quantum mechanics already has, and the semiconductor industry's pivotal role in future development and potential investment...

Data center AI servers, like the powerful systems Nvidia (NVDA) is developing, are creating some new engineering problems that need to be solved. Two of them are higher power delivery, and keeping computing systems cool so they perform at optimum levels. Nvidia has called out Vertiv (VRT) by name as a key engineering and supply chain partner. The stock has soared in 2024, but is it a buy? Chip Sto...

Dive into the electrifying world of lithium stocks! This dive explores lithium market trends, spotlights industry leader Albemarle, and especially promising small-cap stock Arcadium Lithium. There's great long-term potential for this critical small provider of the resource for the EV revolution, and power efficiency as a whole. Nick and Kasey discuss the upside, but also risks investors need t...

Chip Stock Investors Nick and Kasey explain how to invest money by adopting a structured framework. They illustrate this with their own top-down approach to investing, using Vishay Intertechnology (VSH) as an example. This method involves analyzing macroeconomic factors, secular growth trends, industry leaders, and competitive advantages. They advocate for a methodical evaluation process free from...

Artificial intelligence (AI) is still in the early innings, but some investors are already looking for the next big thing, the “next Nvidia” stock. Is quantum computing the next tech revolution? Chip Stock Investors Nick and Kasey dive into quantum computers’ disruptive potential, and simple ways investors can prepare now to profit. Learn about quantum computing basics, research and development ch...

Chip Stock Investor has big cybersecurity industry updates. Private equity and big tech clearly see value in security software, and investors should take note. The changes are illustrated by moves that one of the industry leaders, Fortinet (FTNT), has been making in network and cloud cybersecurity. Don't miss this research on top cybersecurity stocks! Videos/research to check out: https://chip...

Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by Warren Buffett's long-term approach of focusing on highly profitable proven winners. Videos to watch: https://youtu.be/aY8Qz5eh5Hk https://youtu.be/8rnYlLC34Ak https://youtu.be/1rwlxNTyd_A https://youtu.be/b40bhVqRAZc 👉👉 Chip Stock...

This video from Chip Stock Investor cracks the code on finding winning chip stocks for 2024, like Onsemi's electric vehicle technology and 2 hidden gems you won't hear about anywhere else! We'll use a CAKE analogy to make the complex world of chip manufacturing easier to understand (seriously, it's fun!). Plus, discover how to snag long-term growth in efficient power consumption te...

This Chip Stock Investor video breaks down Google's massive $20 billion annual payment to Apple for default search engine status on iOS. This is what's at the heart of the DOJ case against Google's internet search monopoly. Nick and Kasey explore how this payment can be calculated, and reveals the significant impact it has on Apple's profitability. 👉👉 Chip Stock Investor offers a...

This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market, gaining market share with its Nexus and Avant lines. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. D...

Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kasey discuss the latest earnings update and why Qualcomm’s rebound is poised to get even better. Last QCOM Video: https://youtu.be/vIytBb1cvXg 👉👉 Chip Stock Investor offers a premium membership that g...

AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market – and why AI is a big distraction for AMD shareholders. Subscribe for more semiconductor stock analysis! 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with oth...

Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks? Nick highlights the digital payments network leader as a prime example of success in the cloud and enterprise computing sector. The discussion covers a high-level view of Visa's business model, its contributions to cybersec...

Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing key takeaways for investors. We'll delve into Lam's financial health, growth potential within the semiconductor industry, and whether it's poised for success before the next semiconductor memory chip growth cycle. Get the insight...

This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax." Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big benef...