Chip Stock Investor Podcast

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 . AI has changed the name of the game for software companies. Are software, including enterprise SaaS stocks, in trouble? The pioneer of the enterprise SaaS movement Salesforce doesn't think so, and has been making some key in...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Qualcomm's recent investor day on diversification into automotive, laptops, and industrial AI looked good, but Wall Street wasn't impressed. Apple still trying to part ways with Qualcomm 5G chips is a bi...

Chip Stock Investor is ready to start 2025 with its list of top semiconductor stock holdings in January. Do you want to learn about semiconductors? The complexities of the industry? What it has to do with AI? And how top companies develop competitive advantages that can stand the test of time? Join Chip Stock Investors Nick and Kasey for their annual industry review, and an introduction on how the...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor In this episode, we cover Micron stock's recent downturn after the earnings update. Is Micron's revised outlook on memory chip demand bad news for the semiconductor industry? Or is this normal volatility and cyclicality for the business as 2025 gets started? Supercharge your analysis with AI! Get 15% of your members...

Join us at Chip Stock Investor as we review the performance of our top non-chip stock picks for 2024, including Amazon, Salesforce, Airbnb, Booking Holdings, On Running, Crocs, Arcadium Lithium, and Shift 4 Payments. We discuss their stock returns in the last year, what happened to the businesses themselves, and whether each one will remain in our portfolio for 2025. Join us on Discord with Semico...

Supercharge your analysis with AI! Get 15% of your subscription to finchat.io with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Broadcom blew away investor expectations for 2025 with its soaring AI revenue. Will it give Nvidia (NVDA stock) a run for its money this next year? Chip Stock Investor reveals its expecta...

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 . Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where y...

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 How did Chip Stock Investor's top chip stocks picks of 2024 perform? And are those stock picks still good for 2025? Nick and Kasey highlight winners like NVIDIA and Pure Storage, as well as the losers like Microchip and Onsemi...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Top AI supercycle stock Synopsys provided an early look into the health of the semiconductor industry for 2025. The company is indicating a slowdown is coming, but there's a lot more to the story. Chip Stock Investor explains what's happening, and why this remains a top business in the...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Could Marvell Technology Group (MRVL stock) be the next big AI stock winner in 2025? The last earnings update suggest they could be. Chip Stock Investors Nick and Kasey discuss the high points, the expanded custom AI chip design deal with Amazon, and the upside for these companies as 2025 gets ready to begin...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi PureStorage could hold the key to solving a big pain point in AI data center energy demand. The stock is up on the news it has struck its first deal with a data center hyperscaler. Chip Stock Investors Nick and Kasey explain what it means, and why PureStorage could still be a great buy headed into 2025 for t...

Supercharge your analysis with AI! Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec 2, 2024. After that, get 15% off with our link☝️ ) Investors want to know about long-term investing in robotics stocks, and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course, at Chip Stock Investor, we always default...

Supercharge your analysis with AI! Get 25% of your membership, available through December 2, with our special link here: https://finchat.io/csi/ Palo Alto Networks stock has been one of the best investments in the cybersecurity space. Chip Stock Investors Nick and Kasey explain why, and whether it's too late to own this top pure-play in security software. Join us on Discord with Semiconductor Insi...

Supercharge your analysis with AI! Get 25% of your Finchat.io subscription with our special link here: https://finchat.io/csi/ (25% off applies only until Dec 2, 2024) CrowdStrike (CRWD stock) has rallied in grand fashion since the July Microsoft Windows outage they created. But is it too late to buy now? Chip Stock Investors Nick and Kasey discuss the latest earnings report, and update their take...

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 Arista Networks (ANET stock) has been an incredible investment in the decade since the IPO. Is it still a great buy and hold for the next five years? Chip Stock Investor discusses Arista's place in the modern AI data center, h...

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 Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However, concerns remain among many investors that Nvidia's ascendenc...

NVIDIA's fourth quarter outlook is in, and Blackwell is already exceeding CEO Jensen Huang and the top chip company's forecasts. What does this mean for 2025? And what is Chip Stock Investor doing with its holdings in NVDA stock? This has huge implications for semiconductor stocks for the new year! Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your...

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 Tariffs and trade war have emerged once more as a top concern for semiconductor stocks. Will new U.S. tariffs on chips from China hurt the industry? What does it mean for global supply chains? Chip Stock Investor explains what...

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed Is cybersecurity stock Fortinet finally ready for a run higher in the next few years? One of the leaders in cybersecurity platforms, specializing in network and cloud security, Fortinet is continuing its push into recurring...

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 In this episode, we discuss Onto Innovation's (ONTO stock) recovery to new all-time-high revenue and profit amid a semiconductor market downturn. Key points include their Q3 2024 earnings, two strategic acquisitions, and role...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ What sent AppLovin APP stock soaring nearly another 50% after Q3 2024, and an incredible 455% so far in 2024? Nick and Kasey discuss the power of AI in digital advertising, AppLovin's focus on mobile gaming ads, expansion into e-commerce, and the partnership with Google Cloud using Nvi...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Lattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Chip Stock Investor explains everything you need to know about semiconductor stocks right now in two charts. And after AMD's last earnings update, is it time to sell? As Nick and Kasey have been explaining throughout 2024, there are problems with the narrative surrounding AMD catching up to Nvidia. It might...

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Arm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean?...

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Google Cloud revenue and profit is soaring, and that's great news for Nvidia and Broadcom too. Chip Stock Investors Nick and Kasey discuss these three important stocks in their core portfolio, and how the latest update affects the outlook for 2025. Join us on Discord with Semiconductor Ins...