Chip Stock Investor Podcast

Big tech companies such as Meta, Tesla, Microsoft and Alphabet have all reported quarterly earnings, and its been better than we hoped it would be. It looks like the earnings recession is over. If so, what does that mean for investors? Is now the time to invest? Lam Research and NXP Semiconductors both reported earnings, and the reports overall were as expected. Have we reached the bottom for the...

In the biotech world, Cathie Wood and Ark Invest stock Quantum Si has been hot. The company has created a novel application for semiconductor technology, with a way to sequence proteins in the lab faster and at lower cost. Is this stock worth your attention? And in self-driving cars, Ambarella has shifted its focus and has new chips ready to go for automakers. If only the pesky semiconductor marke...

Chip Stock Investors Nick and Kasey circle back to one of their top holdings, and their largest healthcare technology stock holding, Intuitive Surgical. The company has posted surprisingly good earnings so far in 2023, and could have many years of growth still ahead of it and is develops new procedures for its flagship "da Vinci" robots and continues to expand its new Ion robot. Intuitiv...

AI stocks started to falter as second quarter 2023 earnings season kicked off. Investors were disappointed by financial updates provided by Tesla, ASML, and Taiwan Semiconductor Manufacturing. But were things really as bad as they appeared on the surface? Chip Stock Investor doesn't think so. In this update, Nick and Kasey discuss implications for the AI and semiconductor market following comm...

Earnings season is bearing down on us. But before we start treading water in the sea of new earnings reports, Chip Stock Investor wanted to discuss a stock we just bought. Nick and Kasey talk about AI stock and EV stock hype. They then review the iShares Global Metals & Mining ETF (PICK), and a few small companies in the mining industry, both in lithium mining and in rare earth elements. With...

Aehr Test Systems is signalling massive growth in the year ahead, forecasting at least 50% revenue growth and at least 90% earnings growth for its new fiscal year. Silicon carbide (SiC), especially for the automotive market, is driving this trend. But Applied Materials is worth paying attention to as well. It announced new equipment for chiplets packaging, as well as a significant upgrade to its f...

In this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to think they are. These two companies have business models that are well-positioned to withstand the ups and downs of the semiconductor market. At a recent investor event, Broadcom CEO Hock Tan explained how his company manages some of the ups-a...

NVIDIA is a leading provider of artificial intelligence (AI) technology, embodied by its work to power generative AI services like ChatGPT. But Nvidia is also making fast headway in the automotive industry. NVIDIA's solutions are helping to make cars smarter, but extends far beyond that in the actual development and manufacturing process, as well as the future of the in-vehicle experience. In...

Apple's Vision Pro announcement was met with a lot of excitement last month. But, Apple stock has already priced in a lot of the hype. So how do you invest in the madness of Apple fans without investing in Apple itself? Enter Universal Display (OLED). This company has been behind the makings of all great OLED screens for years and they will have a hand in the micro-OLED technology that will be...

Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and when). How do we sift through all the public companies out there? In this video, Nick explains his investment process, and runs through an example of how we use it here at Chip Stock Investor. Also, in this video, Nick explains why we recently...

Intel released news that it's planning on restructuring its business by reporting its chip design and manufacturing businesses as separate entities. This may be a humble admission that things have not gone exactly as planned in the IDM (integrated device manufacturing) business as the semiconductor industry has rapidly shifted out from under the feet of Intel over the last decade. Does this me...

We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth and market outperformance, there are a few companies that interest us for their long term potential, especially in semiconductor manufacturing equipment. In the recent months, we added KLA Corp and Onto Innovation stock to our portfo...

Nvidia isn't just a semiconductor company anymore. The company has been transforming itself into a full-stack developer, running the gamut from chip to end-user software design. This strategy has Chip Stock Investor feeling bullish on Nvidia's long-term prospects. Nick interviewed Manuvir Das, Nvidia VP of Enterprise Computing, to discuss how the company is taking on the cloud and AI indus...

The chip manufacturing market has been in a slump this year, but that is definitely not going to last long. All indications are pointing to chip manufacturing equipment sales skyrocketing in the next several years to support new chip fab projects around the world. What companies will benefit the most? What stocks are we investing in? Elon Musk has been traveling the globe talking with country lead...

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...