Chip Stock Investor Podcast

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. Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025. Join us on Dis...

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. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble? What happened? Is it time to buy the dip? Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong, and what they're doing to get the growth story back...

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. Nvidia earnings were great, so why does the market still hate the stock? Chip Stock Investors Nick and Kasey discuss two "issues" that are weighing on NVDA stock right now, but why Nvidia's business could remain in growth mode for some time in the young AI industry. J...

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. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this episode of Chip Stock Investor, Kasey discusses Vertex Pharmaceuticals which was a recent addition to the Chip Stock Investor portfolio. Vertex had two new approvals befor...

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: https://ko-fi.com/chipstockinvestor/tiers Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstock...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025,...

This video is sponsored by Aura, a personal online protection service. Go to https:/ aura.com/chipstockinvestor to get a 14-day free trial and start protecting your data — because if you don’t, who will? Is Fortinet still a top cybersecurity stock for 2025? After a hot run to start the year, Chip Stock Investor Nick Rossolillo dives into Fortinet's stellar Q4, the secrets behind their network...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Is Google (GOOGL/GOOG) a buy? We analyze Q4 earnings, focusing on GCP cloud revenue, capex, and discuss why Google is a core holding for the 2025 accelerated compute bull market. Will AI fuel Google's growth? Find out now! Join us on Discord with Semiconductor Insider: https://ko-f...

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. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Our "forever healthcare stock" Intuitive Surgical had a great 2024. Is it too late to buy in 2025? Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot, why the stock always seems expensive, but why it remains a favorite for the long term. Supercharge your a...

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: https://ko-fi.com/chipstockinvestor/tiers Is 2025 the year to finally start buying AMD stock again? Chip Stock Investor had said throughout 2024 to ignore the AI data center business, but instead focus on AMD's much needed profit margi...

Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted https://x.com/InvestingPod https://www.instagram.com/investingunscripted Join Chip Stock Investor on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this special episode, Jeff and Jason from  @InvestingUnscripted  d...

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. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Meta spending on Nvidia AI out of control? How long can the data center super-cycle last? And is Meta stock still a good buy after an epic run the last couple of years? Chip St...

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. Chip Stock Investor analyzes Amphenol (APH), a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financ...

This video is sponsored by Finchat.io: 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: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated co...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers How can investors invest in chip stocks in 2025? And what is the role of intellectual property (IP) and patents in the semiconductor industry? Learn why these tiny yet invaluable components are foundational to modern electronics, and discover the financial strategies companies use to capitalize on their techno...

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. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers We analyze their silicon carbide and AI testing solutions, the competitive landscape (Teradyne, Advantest), and growth potential within the broader semiconductor market recovery (...

AMD made some BIG announcements at CES 2025! But the stock has been selling off lately. Is now finally the time to buy AMD stock? Chip Stock Investors Nick and Kasey break down the news and analyze what it means for investors. 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: https://ko-f...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ EDA software is foundational to the chip industry. How can investors invest in EDA software in 2025? And what stocks are Chip Stock Investor betting on? Find out in this exclusive video! Safeguard...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Taiwan Semiconductor Manufacturing's (TSMC) latest earnings report started off 2025 with a bang for chip stock investors. TSMC's 30% revenue growth in 2024 serves as a positive signal for industry giants like NVIDIA and Broadcom, and growth is set to continue at a fast pace in 2025. Additionally, we di...

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. Chip Stock Investor revisits Unity Software and examines changes that have been made at the video game and 3D content creation business the last two years. Nick and Kasey discuss the competitive landscape, the messy merger with ironSource after Unity rebuffed AppLovin...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Snowflake SNOW stock on its way to big AI profit in 2025? Chip Stock Investor enterprise SaaS edition discusses Snowflake's current position in the enterprise software market, recent financial performance and shortcom...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi 2024 review video: https://youtu.be/uaUqZruMvLg In this episode of Chip Stock Investor, we delve into our Power and Sensor basket of stocks, focusing particularly on On Semi and its prospective recovery in the auto and industrial sectors by 2025. We discuss the recent market downturn, the U-shaped recovery e...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers After Jensen Huang's keynote at CES 2025, is Nvidia's next big AI breakthrough here? Chip Stock Investor discusses its key takeaways, including the RTX 50 series GPUs, innovations in AI-driven personal computing with NIMs, and the revolutionary Project DIGITS. Plus, get an overview of our updated outlook for N...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Is it time to sell Air Products and Chemicals (APD stock)? In this episode, we discuss the reasons we originally bought APD stock for our chip stock portfolio, APD's sale of the natural gas liquefaction business to Honeywell (HON), and the potentially disruptive impact of Mantle Ridge's proxy war on Air Prod...