Chip Stock Investor Podcast

It’s Chip Stock Investor’s 1-year anniversary on YouTube, and we’re celebrating by breaking down how semiconductor stocks have done -- and not just in 2023. Since 2010, chip stocks have been among the absolute best total return investments around, even surpassing performance of software-focused ETFs. Nick reveals one ETF that provided a more than 10x return, beating most popular funds. Nick and Ka...

GlobalFoundries (GFS) just opened their new $4 billion expansion facility in Singapore to address future semiconductor demand. The company has weathered the chip downturn in the recent year and is hoping for a rebound. What does this news update tell us about the financial state of GlobalFoundries? Semiconductor manufacturing equipment company Onto Innovation (ONTO) had some updates of their own i...

Warren Buffet’s tech stock pick of HP (HPQ) seemed like it was a good play on the consumer tech market when we all were buying PC’s and printers while working from home in 2020 and 2021. The party looked like it may never end with workers fighting to keep the work-from-home hoorah alive. Fast forward to 2023 and many workers are back in office, at least part-time, and we are all spending a whole l...

Salesforce, ServiceNow, and UiPath are cloud-based software service providers that help businesses get more efficient. Each has had bumps in the road during the bear market last year, but are things starting to turn around for the better? Salesforce has right sized its expenses and is focused on profitable growth and share buybacks. It is using AI to help customers get the most out of their custom...

Qualcomm and Apple just announced that they have extended their multi-year agreement for Qualcomm to supply 5G modem-RF systems to Apple for future iPhones. The new agreement covers the supply of Snapdragon 5G modem-RF systems for products that will be released in 2024, 2025, and 2026. This agreement is a significant development for both companies. For Qualcomm, it means that it will continue to b...

More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on billions of dollars in business. And that might be a fair assessment, since China accounts for over 60% of the mobile chip company’s sales. However, there’s more to the story. Chip Stock Investor delves into some important parts of Qualcomm’...

Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip breakthrough. The silicon powering the Mate 60 Pro was supposed to be impossible to craft without leading edge equipment from ASML, but it appears China has found a workaround. What does that mean for U.S. sanctions, and for ASML investors?...

The semiconductor and computing technology industry is undergoing a major transformation. As chips become more complex, the need for closer integration between chip design and software development is becoming increasingly important. This is where two top stocks, Broadcom (AVGO) and CrowdStrike (CRWD), come in. Broadcom is a leading provider of semiconductor products for a wide range of application...

We're back with our top stocks we’re personally buying in the month of September 2023. We have some old Chip Stock Investor favorites, another buy into a recent bet on the lithium and EV market, and a couple of new additions that we are really excited about. Check out our new video for our 5 stocks we are buying in September. ☕☕☕If you feel so inclined, please show your support here by fuel...

Mellanox was a little-followed acquisition that Nvidia made in 2020, and it's now paying off big time. Nick and Kasey do a little digging and discuss just how much of an effect that the acquisition has had on recent earnings. TSMC (Taiwan Semiconductor Manufacturing) is a key chip manufacturer and system packaging partner for NVIDIA, so that means its growth will be tied to the biggest AI chip...

Marvell, or as we affectionately call it, “Baby Broadcom,” released earnings last week and had a significant decline from last year. Data center sales dragged down the numbers, with automotive being the only standout star segment. But Marvell Technology has made some advances and expects, of course, AI to swoop in and help out in the coming quarters. Does that put it on our buy list? Allegro Micro...

Synopsys is a leader in EDA (electronic design automation) software and has had great growth over the past decade. The company will have a new CEO in 2024, one that has been at Synopsys for decades. Synopsys also has a segment focusing on software verification and security. What do these changes mean for the company and is it a stock you should be interested in learning about? Palo Alto Networks h...

Nvidia obliterated financial expectations in the second quarter. Revenue was $13.5 billion, versus the $11 billion forecast provided three months ago. Shares are at all-time highs, and there is little sign of the business slowing down in the next year or so. But does that make Nvidia stock a buy? There are some important factors to consider and some recent news releases give us some insight into w...

Wolfspeed, the self-proclaimed pure-play leader in silicon carbide (SiC) has captivated many investors based on its aggressive building of SiC manufacturing facilities and hot growth from the electric vehicle industry. The company is now currently building another facility in North Carolina to complete their vertical integration plans. But is Wolfspeed really the best company to invest in to capit...

There have been a lot of EV shenanigans lately. The VinFast IPO and Wolfspeed debacle are proof of that. Will indie Semiconductor and Navitas add to investor grief? Chip Stock Investor looks at the financials and 10-K annual reports to bring some of the risks in investing in these two hot small-cap stocks to your attention. Microchip is a microcontroller leader that had another stellar quarter. Wh...

In this episode, we address two of our most frequently asked questions: –Why don't we cover more small-cap companies where the stock price has not "skyrocketed" yet? –What should investors consider when consuming news reports that say a Chinese invasion of Taiwan is coming? We then move on to a company analysis of Skywater Technology, the only US pure-play chip foundry business. We d...

Nvidia’s SIGGRAPH event last week held a host of releases and details of upcoming tech. We discuss two of the highlights from the event in this episode of Chip Stock Investor. The first, Nvidia is teaming up with Hugging Face to bring AI infrastructure to the masses, and the second the new GH200 supercomputer with HBM3e memory. What do these two updates mean for investors? Meta will be a huge bene...

Digital Ocean stock is one of our favorite cloud computing infrastructure companies. Last week after the earnings call, the company had a huge drop in stock price, and thus market value. What happened? Chip Stock Investor digs into the nitty gritty and discusses whether we still like this company for the long term. If you feel so inclined please show your support here by fueling our caffeine addic...

Texas Instruments has been an investor favorite for its decades of growth, high dividends, and share buybacks. Will that continue to be relevant with the capital expenditures going from less than $1 billion-a-year just a few years ago to an average of $5 billion over the next few years? Qualcomm has taken a beating in recent quarters with the smartphone market slumping. The company is diversifying...

One of the leading cybersecurity stocks Fortinet (FTNT) crashed 25% following earnings and an update on 2023 guidance. Chip Stock Investor breaks down what happened, why the market reacted so negatively, and what should be looked for going forward. Additionally, Nvidia (NVDA) and AI hype could be at play here. While Fortinet didn’t mention this or blame anyone for its guidance missteps, Nick and K...

The stock market is full of opportunities right now, and Chip Stock Investor is on the lookout for great deals on growing businesses. In this video, we'll be sharing seven stocks that we're buying in August for the long-term. These stocks are all well-established companies with strong fundamentals, and they're all trading at attractive valuations. Watch this video to see what companies...

A new “chip war” is emerging, and energy independence is at the heart of it. The world is facing an energy crisis, and the demand is skyrocketing for semiconductors that more efficiently manage the flow of electricity. This has created a new battleground for chipmakers, as they compete to supply the chips that will power the next generation of energy technologies -- from electric vehicles (EVs) to...

Earnings season continues, and AI continues to be a hot topic! Equally hot stock AMD reported earnings, and it looks like the company's work in AI is not going to narrow the gap with Nvidia like many shareholders had hoped. This shouldn't have come as a surprise. Nick and Kasey explain why, but why AMD is still in great shape anyways. Meanwhile, small chip designer Lattice Semiconductor co...

Social media is on fire in the last week thanks to LK-99, a new superconductor developed and currently being tested by scientists around the globe. Superconductors that can be used outside of specialty applications haven't panned out in the past, but hopes are this time is different. But what exactly is a superconductor? How will it change the world? And is there a way to invest in superconduc...

KLA Corporation and Lam Research are two of the top 5 companies in the semiconductor manufacturing equipment industry. Their recent financial updates didn't exactly set the world ablaze, but may have indicated that the semiconductor industry is ready to make a turnaround. What are we doing with this information here at Chip Stock Investor? Intel's disaster has been a saga for at least a ye...