Chip Stock Investor Podcast

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor, Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT), one of the world's leading w...

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership <br> Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ <br>Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut....

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Fortinet stock got clobbered following its Q2 2025 earnings update. What happened? Chip Stock Investor discusses Fortinet's investment into data centers, and how that warrants a re-rate of the valuation for now, and whether the company's prospects are still good in the important cybe...

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Investors are excited about the prospects for AI inference, and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market? There are actua...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ <br> It's been a couple of years since Chip Stock Investor reviewed small chip manufacturer Qorvo (QRVO stock). What's changed since then? And is it finally cheap? Nick and Kasey discuss what's going on in the semiconductor industry, and how Qorvo may have finally turn...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock. Sign Up For O...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ <br> ASML stock had a "rough" week after Q2 2025 earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise, ASML is going to be just fine. Chip Stock Investor...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ <br> Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick a...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ <br> After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great lon...

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies. Supercharge your analysis with AI! Get 15% of your membership with our spec...

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com <br> Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update. <br> Supercharge your analysis with AI! Get 15% of your membership with our special link he...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/ <br> AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials. <br> Sign Up F...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the...

LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST&#39...

Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider. 🤝Join us on Discord wit...

Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJ...

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with comp...

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working on in cybersecurity, including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up...

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on. Watch our pr...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in 2025, and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stoc...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that...