Chip Stock Investor Podcast

Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines three key items the company can work on to return to profitable growth. Nick and Kasey discuss the EV industry's prospects, putting the controversies surrounding Elon Musk aside and focusing o...

Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (CDNS), one of the leaders in electronic design automation (EDA) used for semiconductors, computing systems, automobiles,...

A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve into reasons behind the selloff. Nick and Kasey discuss why Nvidia (NVDA) falling 10% in a day needs context, Supermicro's (SMCI) earnings report non-announcement, and broader concerns in the semic...

Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but profitability is poised for continued growth. This company could very well be with us for many years to come! Find out the details in this episode with Chip Stock Investor's "resident nur...

ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip manufacturing, but was ignoring the financial guidance ASML management had provided a few months ago. Shares are giving back some of their 2024 gains, but it's no surprise. This was always going to...

Qualcomm (QCOM) stock has been hot in 2024, outperforming not just broader market indices, but also most major semiconductor indices as well. That’s impressive, considering many of these indices are top-heavy on Nvidia (NVDA) stock. Chip Stock Investor breaks down what has happened so far this year, and revamps their valuation model on Qualcomm. Nick and Kasey discuss how the Snapdragon X Elite ch...

Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET), emphasizing the importance of a moderate viewpoint in evaluating businesses. The downgrade, which shifted Arista from a 'buy' to a 'sell' due to Nvidia's (NVDA) “rising competition,” spurred a discussion on the essential technologies of Ethernet and InfiniBand, their roles...

This video from Chip Stock Investor updates our viewers on some news from Applied Materials. The company has been making some strategic maneuvers in the semiconductor industry, paring back some expenses, raising its quarterly dividend by 25%, and gearing up for the next chip manufacturing bull market. Nick and Kasey discuss the company's consistent growth, notable for outpacing peers despite a...

Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and with the diminished demand for test and burn-in systems, particularly for silicon carbide (SiC) chips used in electric vehicles (EVs), Aehr is in a bit of a slump. Customers are expected to take delivery of the company’s equipment for Si...

This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain Intel's financial underperformance compared to the SOXX ETF and other chip stocks, and detail Intel's shift towards a new financial model by disclosing details on Intel Products and Intel Foundry. Nick and Kasey especially analyze t...

Chip Stock Investor provides an in-depth analysis on whether it's time to sell Nvidia stock, focusing on the semiconductor industry's growth and Nvidia's performance within it. Nvidia has had a massive run in the last year as the new bull market has begun, especially with its data center sales reaching over $18 billion in the last quarter alone. Nick and Kasey discuss the factors drivi...

🔥🔥Purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 This video from Chip Stock Investor delves into the semiconductor manufacturing and chip packaging equipment industry, focusing on investment opportunities and stocks for 2024. It outlines the development and curren...

In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the high-level demand and growth in the cybersecurity industry, we focus on Zscaler's business performance despite recent stock price volatility. Zscaler has emerged as one of the “big four” cybersecurity pure-play businesses, so Nick and Kasey...

Pure Storage (PSTG), known for its all-flash storage solutions, has shown notable growth this year. Thank AI in part, but also due to its successful subscription-based data center storage model. Despite a slight revenue miss for fiscal year 2024, the company's subscription-based revenues and higher profit margins signal strong future potential in the years ahead. Nick and Kasey’s discussion al...

DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the Paperspace AI acquisition from last summer. DigitalOcean has positioned itself within the cloud infrastructure market, especially for developers and small businesses looking for easy-to-use and affordable tools. Chip Stock Investors Nick and Kasey...

In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware. Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new i...

Aehr Test Systems released preliminary financials and an accompanying statement on March 25, 2024, and results are going to be even uglier than originally predicted. This story is really all about silicon carbide (SiC) customers (like Onsemi) holding back on delivery of new Aehr equipment. Chip Stock Investor discusses the impact of the downturn in the automotive and chip manufacturing industries...

This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for customers like Google and Meta. Broadcom’s biggest customers are scaling up their data centers with XPU clusters for AI inference, and Broadcom is projecting the potential to scale to over 1,000,000 XPUs in time. Nick and Kasey also compar...

Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system...

In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its excesses. Nick and Kasey emphasize the importance of moderating investor behavior to avoid extreme market sentiment swings – in both directions – and highlight the booming AI trend that may have taken some...

Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with an active commentary – since the hot IPO of 2020. Instead, we rode the wave passively via Salesforce’s and Berkshire Hathaway’s participation in the Snowflake offering. But now that Snowflake stock has been beaten up again, Chip Stock Investo...

Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing. Chip Stock Investors Nick and Kasey are here to break down all the pieces that make up a Blackwe...

There’s a secret AI war brewing. In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its...

We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven’t done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY). Japan is emerging as a top...

In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales. But to start, we share our thoughts on books we've read in the last year, and their relevance to investing in the "AI era." Those books may not be what you think. Instead of investing books, we instead prefe...