Chip Stock Investor Podcast

It’s official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the largest technology merger and acquisition deals ever. The rationale for the tie-up? Bringing AI and advanced software-powered applications to the world. In this episode of Chip Stock Investor, Nick and Kasey discuss details of the deal, why Syn...

Join Chip Stock Investor host Nick as he welcomes Derek Hanson, Vice President of Solutions Architecture and Standards at cybersecurity company Yubico. In this episode, Nick asks Derek talk about the role that hardware plays in the world of cybersecurity. They also discuss the global impact of cybercrime, estimated to cost the world economy around $10 trillion annually -- and rising! Derek explain...

In this episode of Chip Stock Investor, we delve into a discussion of some semiconductor players that we get asked about the most, including Arm Holding (ARM), Super Micro Computer (SMCI), Axcelis Technologies (ACLS), and ACM Research (ACMR). The discussion revolves around their recent stock price performances, future outlook, company profiles and business structures, and how they fit into the lar...

Aehr Test Systems stock has been hit hard once again. The automotive and EV chip market is dealing with excess inventory, due to a slowdown in growth as consumers deal with higher interest rates. In this video, Chip Stock Investor discusses what happened with automotive and EV chips, how small ripples in market conditions can have a big impact on upstream companies like Aehr, and how long the curr...

What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview for top companies like Onsemi (ON), Microchip (MCHP), and STMicroelectronics STM), especially important after Mobileye (MBLY) gave a poor outlook for the year due to excess inventory. Join this channel to get access to perks: https://www.youtu...

Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Q...

At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and what stocks were on the chopping block at one point, but they still hold for 2024. With each stock, they extract an investing lesson learned (or relearned) after investing through the bear market of the...

In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on Yo...

Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super...

In this video, Chip Stock Investor reviews three popular small cap chip stocks, Aehr Test Systems (AEHR), indie Semiconductor (INDI), and ACM Research (ACMR). Nick and Kasey begin with Aehr Test Systems, where they correct previous statements about Tesla’s requirements for its silicon carbide chips. Moving on to indie Semiconductor, they discuss the company's aggressive expansion, share diluti...

Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware. CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024. Chip Stock Investors Nick and Kasey re...

This educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different companies make money. Chip Stock Investors Nick and Kasey discuss topics using their Semiconductor Industry Flow Chart, and provide insight to understanding how various semiconductor companies have competitive advantages that could make them...

Micron Technology (MU) provided an update to its current quarter’s financial guidance, indicating that growth in the PC and smartphone market is making a comeback after over a year of a terrible downturn. Micron’s expected rise in sales could bode well for this large part of the chip industry. However, Micron is still operating deep in the red, and the stock price rally this year is pricing in muc...

Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined company is a juggernaut in computing infrastructure and software, and a unique stock. The new Broadcom is almost a fifty-fifty split between semiconductors and cloud and enterprise software. But is Broadcom stock really a buy now that it owns...

Nvidia blew away expectations again in Q3 as AI sales to a new breed of data centers continues at a breakneck pace. Additionally, Nvidia seems to be also enjoying the start of a robust recovery for the PC market, as peers AMD and Intel also reported recently. Chip Stock Investors Nick and Kasey revamp their valuation with assumptions for the rest of this year, and an early look at what 2024 could...

It was a dramatic weekend in the high tech world. OpenAI fired its co-founder and CEO, Sam Altman, and the subsequent uprising has many scratching their heads over the generative AI app creator. Altman is now at Microsoft. Chip Stock Investor has a hunch and a few ideas as to why Microsoft may want Altman to stay in-house, and surprise(!), it may have to do with semiconductors! Reuters also threw...

Nvidia recently announced its newest GPU-powered system for AI training and inference, the H200. This will be the first using HBM3e (an updated version of third-generation high-bandwidth memory) integrated with Nvidia’s Hopper GPU chip architecture to deliver more data for AI training and inference.  Nvidia’s CEO Jensen Huang is clearly aware of coming competition, as he’s always been in the past,...

In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla is investing in lithium refining with the new facility being built in Texas, in order to reduce its reliance on external suppliers and lower the cost of its electric vehicles. This is a smart move, as lithium is a key component of EV ba...

It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas Air Products and Chemicals (APD) continues its big spending spree on infrastructure for future growth, as has Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B). In the lithium market, Albemarle (ALB) once again adjusted its 2023 expectations...

Qualcomm is a mobile chipmaker and designer that has been trying to break into the laptop market for years. Apple has been a major player in laptops and made significant headway with the introduction of the M-series chip in 2020. Just recently, Qualcomm announced the Snapdragon X Elite laptop chips. The Snapdragon X Elite is based on Arm architecture and will give x86 chip makers Intel and AMD, an...

Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily. The company’s earnings call shed some light on the business strategy going forward that has stopped us from hitting the “sell” button. We wi...

Many stocks, especially large- and mega-caps, have performed incredibly well in 2023. It would seem the bear market is a distant memory. But that’s not the case for everyone. Many companies, especially smaller ones, are still down significantly from highs, and catching a fresh wave of pessimism from investors in recent weeks. Chip Stock Investor takes a break from semiconductors in this video to d...

The end of October served up a nasty shock to some semiconductor stock investors. As interest rates rise and electric vehicles (EVs) become less affordable to finance, some demand is weakening and throttling growth prospects. Onsemi (ON) confirmed as much in its Q3 2023 earnings update, sending its shares (and those of Aehr Test Systems (AEHR), which derives most of its revenue from Onsemi) down b...

Investors often talk about the beauty of software businesses being “infinitely scalable,” and why software stocks have greater potential than the “new oil” semiconductor industry. However, past results suggest something very different. The so-called commodity semiconductor industry is greatly outperforming software. Why? Is software really infinitely scalable? And are chips really the new oil? Chi...

In this episode of Chip Stock Investor, Nick and Kasey review another stellar quarter from EDA (electronic design automation) software company Cadence Design Systems (CDNS). Some headlines have suggested the company is suffering from a weak semiconductor industry, but nothing could be further from the truth. Cadence and its EDA peers benefit from increased R&D as chip and computing system desi...