Chip Stock Investor Podcast

The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition? We break down what Spectrum X is—NVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's propr...

Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena). The company has successfully flipped to GAAP profitability, showing a stunning operational turnaround. In Q2 2025, GAAP Operating Income hit $488 million, up significantly from the prior ye...

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it’s back in growth mode.<br> In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HD...

Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider. In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags. <br>...

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for? CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out. In this video, we cover: ✅ New Acquisitions: Figma is alread...

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> Nvidia and Intel announced a partnership last week that has investors foaming at the mouth. Will the 5 billion dollar check written to Intel from Nvidia be t...

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/ Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we’re celebrating by reviewing our journey and the pe...

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>Welcome to CSI's first video about Rubrik, another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company da...

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>We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges, including reduced revenu...

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Salesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet, revenue segments, and quarterly results. Despite some stagnation in traditional business areas, Salesforce's new AI initiatives an...

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/ Analog Devices (ADI) might seem like a boring semiconductor stock, but here at Chip Stock Investor, we are here to tell a different story. We'll cover ADI's hybrid busines...

Join us on 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/ Nvidia Q2 earnings are here, and while they may have disappointed on the surface, guidance for the rest of 2025 and into 2026 tells a different story. Chip Stock Investors Nick and Kasey brief...

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, hosts Nick and Kasey provide an update on Unity Software. Key points include the significant developments in Unity's Grow Solutions segment...

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>In this episode of Chip Stock Investor, hosts Nick and Kasey dive into the details of Miami International Exchange (MIAX), a company that recently went public....

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...