Chip Stock Investor Podcast

Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year underperformance compared to hardware, is there finally value in the software sector?<br>In this episode, we are joined by Ryan Henderson of the Chit Chat Stocks Podcast and Fiscal.ai to break down the hardware decade and discuss wher...

Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving demand, Rambus is pivoting hard into becoming a fabless chip designer of memory interfaces. <br>In this video, Nick and Kasey break down exactly how Rambus fits into the electronics manufacturing supply chain today. We analyze their transiti...

We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. <br>In this video, we break down:<br>--What a NAND flash controller actually does and why IDMs (like Samsung a...

Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for actual value in the market. In this video, we break down the latest signal from Microchip Technology (MCHP) that suggests the bottom is finally in for 2026 in the auto and industrial end market.&lt...

Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclical growth cycle? In this video, we break down the entire memory hierarchy—from ultra-fast on-chip SRAM to HBM and...

CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now.<br>We are comparing three major players: the industry titan TSMC, the packaging specialist Amkor, and the s...

Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and Mobileye. We break down Nvidia's deeper push into automotive AI models despite its massive data center focus, and examine Qualcomm's automotive segment, which has now grown to nearly 10% of its total revenue. The major spotlight, however, is on...

Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia remains our top stock pick for the year.<br>As AI shifts from training to inference, Nvidia is evolving its hardware to solve the memory wall. Today, we look at the Bluefield-4 storage processor and how it integrates with the Nvidi...

It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how Google stacks up against pure play competitors like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. While Google shares gained 60% over the last twelve months, we analyze if the dedicated quantum com...

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.<br>Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data....

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?<br>In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins.<br>We anal...

Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally, we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit ve...

Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.<br>In this video, we break down how Caterpillar’s long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this leg...

Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.<br>In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid robots like Tesla’s Optimus, the real investment opportunity lies in the industrial semiconducto...

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. <br>In this video, we break down the multiple factors impacting Oracle’s (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $10 Billion, and a one-time sale of Ampere is masking the true net income.<br>We analyze why Oracle is sel...

Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we aren't buying Netflix stock on this news.<br> In this video, we break down the massive bidding war for Warner Bros Discovery. Netflix has officially entered the chat with a complex deal to acquire HBO and the Warner Bros movie stud...

Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze how Informatica serves as the critical software infrastructure layer, providing the clean data integratio...

Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video, we break down Marvell's Q3 earnings, why they are buying a semiconductor startup for such a high price tag, and the "Photonic Fabric" technology that aims to solve data center bottlenecks.<br> We also discuss a critical si...

Pure-play robotics stock Symbotic (SYM) has had a wild ride in 2025, soaring to new highs before taking a significant hit—dropping ~21% in just 24 hours. After several write-ups on our research platform, we decided it was time to make a video!<br> In this video, Nick and Kasey break down exactly what Symbotic does, from its AI-powered intake systems to the "SymBot" mini-robots auto...

Nvidia has just announced a $2 billion purchase of Synopsys stock, tightening the relationship between the AI hardware giant and the leading Electronic Design Automation (EDA) company. In this video, we break down why Nvidia is betting big on its upstream partner and what this means for the future of the semiconductor supply chain.<br>We explore the strategic reasoning behind the deal, inclu...

While investors have been piling into Nvidia and AI infrastructure, the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear? That AI will disrupt legacy software. The reality? A circular reasoning trap that has crushed valuations and created potential opportunities for patient investors.<br>In this episode, we analyze the current state of the software marke...

The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?<br>In this episode, we dig past the headlines to uncover the real catalyst behind Google’s recent stock performance—and it has less to do with the TPU vs....

Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend: Cybersecurity.<br>With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategy—including the purchase of...

The market is pulling back (NASDAQ down 8.5%, and the bearish claims against Nvidia and the entire AI data center build-out are louder than ever. <br>Claims are circulating that the AI boom is a "house of cards" and potentially "the biggest fraud in human history"<br>At Chip Stock Investor, we're cutting through the noise to moderate the extreme bearishness. We...

NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own heading into the new year? <br>In this moderate, high-level analysis, we dig into the latest NVIDIA financial results and the guidance taking us into January 2026. . Find out what's working for NVIDIA right now, including the continue...