Chip Stock Investor Podcast

Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11 billion subsidy to build a $33 billion chip plant. Intel also won money to expand in Poland, as well as in Israel. Intel may also become an investor in the upcoming ARM Holding IPO. In other news, an ex-Samsung and SKHynix executive was arre...

Nvidia's chips for high-performance compute and AI have absolutely leveled the playing field in the cloud computing market, perhaps even commoditizing the tech in many ways. Plugging Nvidia hardware into the system has enabled upstarts like Oracle Cloud to make serious headway against Amazon AWS, Microsoft Azure, and Alphabet's Google Cloud. And yet there's still lots of growth left fo...

AMD (NASDAQ: AMD) released some impressive, ground-breaking news at a recent AI event. Or did they? Will AMD's AI chips effectively take on the leader in this space, Nvidia (NASDAQ: NVDA)? Apple (NASDAQ: AAPL) also took a shot at Nvidia with the recent announcement of the M2 Ultra chip, boasting that it left Nvidia's RTX A6000 in the dust in "AI training." But is that claim reall...

Last week, Chip Stock Investor released a new semiconductor manufacturing equipment index. This week, we take a look at how to use this index in your personal research and portfolio building, and the stocks from the index we are buying now. Semiconductor manufacturing equipment holds a very important space in the industry and occupies a critical chokepoint. But why? Once Nick explains the semicond...

Apple (AAPL) recently released the details of their new Vision Pro headset that will go up against the Meta Quest 3 (META) for virtual reality entertainment -- and maybe more? Metaverse hype (again) aside, it's not just Apple and Meta that could benefit from the adoption of these headsets. Learn which companies can benefit from sales of these devices. Meanwhile, Intel (INTC) quietly said it wi...

The rise of generative artificial intelligence (AI) services like ChatGPT is having a major impact on the semiconductor industry. AI applications, such as machine learning and deep learning, are driving demand for more powerful and efficient chips. As a result, chip stocks are poised for growth in the new AI era. In this video, we analyze chip design giant Broadcom (NASDAQ: AVGO), which is well-po...

Let's take a look at the cybersecurity market and analyze some of the top stocks in the industry. We focus on the biggest security software pure-plays, Palo Alto Networks (PANW) and Fortinet (FTNT). We also take a look at SentinelOne (S) and CrowdStrike (CRWD), and mention a few others that round out our basket of cybersecurity investments. The cybersecurity market is growing rapidly as busine...

Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both companies have seen their stock prices soar in recent weeks on optimism surrounding AI, and many investors are wondering if they are still a good investment. In this video, Nick and Kasey will take a closer look at Marvell Technology and Sup...

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be cautious right now. We will also cover two key risks that investors should be aware of: chip supply, and valuation. At Chip St...