Chip Stock Investor Podcast

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/MARKETMELTDOWN25In this episode of Chip Stock Investor, Kasey and Nick revisit AMD's performance in the most r...

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 Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth d...

Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/ Investors had a brief scare when U.S. GDP contracted in Q1 2025. But global powerhouse stocks can provide a sleep-easy investment. Chip Stock Investors Nick and Kasey break it down, discussing macroeconomics through the lens of Visa (V stock) and Booking H...

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/ Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https:/...

Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get 25% off an...

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Tesla’s Q1 dip a normal cycle downturn or the start of something bigger? We explore key data points like vehicle deliveries, energy revenue, and Elon&#3...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Investors were clamoring for humanoid robot stocks earlier this year, but some of the most productive use of robotics around is none other than inside semiconductors fabs. Chip Stock Investors Nick and Kasey discuss how it works, who the king of fab robotics and automation is, and thre...

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff threats and trade wars. Chip Stock Investors Nick and Kasey discuss these manufacturing changes, including silicon photonics, how this will benefit Nvidia, and risks for TSMC.Get 25% off an annual m...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Market meltdown Semi Insider annual membership sale: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 Tariffs have the stock market in turmoil. It's a new era for chip stocks. Is the "Nvidia of power chips," Monolithic Power (MPWR stock) still a good buy? Chip St...

Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? They discuss past market turbulence, and common mindsets that lead to bad decisions -- in times of extreme fear, as well as times of unchecked investor optimism. Sign Up For Our Newsletter: https://mai...

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 Onsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about thi...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Memory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more! 👇Find out more at https://www.chipstockinvestor.comJoin...

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 Is ServiceNow (NOW) stock a buy now? Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years, including with its partnership with Nvidia (NVDA) in building...

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 In this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like S...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form In this episode of Chip Stock Investor, Nick and Kasey delve into Google's planned acquisition of cloud cybersecurity company Wiz for $32 billion. They also discuss the Department of Justice's proposed rulings on Google's ad dominance and explore the broader shift from mobile to data center monetization. Jo...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Nvidia hosted its first ever Quantum Day at GTC 2025. But does that make quantum computing a good investment right now? And who is poised to profit the most from quantum computing at this point in the research and development process? Chip Stock Investors Nick and Kasey Rossolillo disc...

Fund your account in five minutes or less at https://www.public.com/CSI Jensen Huang said the robot revolution is "closer than you think." But how close? And where should investors get started? Chip Stock Investors Nick and Kasey discuss why Nvidia is a great place to start. They also discuss why other top semiconductor companies can be a great bet on robotics, and why investors eager for humanoid...

Fund your account in five minutes or less at https://www.public.com/CSI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Oracle had another great earnings report. Were there hidden messages for investors worried about the durability of the market during the correction? What does it mean for top Oracle supplier Nvidia? Check out the video to find out! Join...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the AI boom over? Or is Nvidia's value proposition to customers only just starting? Chip Stock Investors Nick and Kasey break down a pivotal moment in the GTC event, and discuss whether the AI data c...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semico...

CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Microsoft as a top customer, and why they might buy a small position anyways despite the risk Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat...

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback, hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription s...

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. What will logic chip technology look like in the next 15 years? And how can this technology R&D be invested in right now? Chip Stock Investor explains a few details from recent investor days at ASML and Lam Research (LRCX) where the next decade of logic chip techn...