Shows / Chip Stock Investor Podcast
Chip Stock Investor Podcast
Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the…
Episodes
- Chip Stock Investor Podcast
Micron Passed 4 of 5 — Here's the One That Didn't
Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free…
- Chip Stock Investor Podcast
NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data
In this episode of Chip Stock Investor, Nick and Kasey analyze NextPower (formerly Nextracker), evaluating its transition from specialized solar tracking to…
- Chip Stock Investor Podcast
Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey
Figma's Q1 2026 revenue grew 46% YoY to $333M, with net dollar retention hitting a multi-year high of 139%. But even after its post-IPO slide, the stock still…
- Chip Stock Investor Podcast
Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework
Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most…
- Chip Stock Investor Podcast
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes
Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey…
- Chip Stock Investor Podcast
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have…
- Chip Stock Investor Podcast
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened…
- Chip Stock Investor Podcast
OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors
Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model…
- Chip Stock Investor Podcast
The Dead Stocks That Are Quietly Beating AI
While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials…
- Chip Stock Investor Podcast
Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations?…
- Chip Stock Investor Podcast
Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)
Amphenol (APH) just reported Q1 2026 earnings and the stock sold off — but the revenue numbers tell a different story. In this episode, Kasey and Nick break…
- Chip Stock Investor Podcast
Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash…
- Chip Stock Investor Podcast
Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)
On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to…
- Chip Stock Investor Podcast
$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure
Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single…
- Chip Stock Investor Podcast
Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up
In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33…
- Chip Stock Investor Podcast
Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering
Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming…
- Chip Stock Investor Podcast
AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues
Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly. On the business analysis, they are standing…
- Chip Stock Investor Podcast
First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?
Almost nothing in semiconductor land is cheap right now. First Solar might be the exception — and that is worth paying attention to, even if you have never…
- Chip Stock Investor Podcast
Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade
Prediction markets have been easy to dismiss as a gambling product dressed up in financial language. That became harder to do when Intercontinental Exchange —…
- Chip Stock Investor Podcast
Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?
Seagate just reported its best free cash flow in a decade. EPS is up 115% year over year. Revenue grew 44%. Management is calling it a structural shift — the…
- Chip Stock Investor Podcast
Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense
Many investors were not aware of Advantest. This Japanese company quietly controls roughly 70% of the global semiconductor test equipment market — the quality…
- Chip Stock Investor Podcast
We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.
Two years ago, Nick called out GE Vernova when the profit margin was still near zero and the company had just been spun off from GE. The thesis was…
- Chip Stock Investor Podcast
LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever
Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this…
- Chip Stock Investor Podcast
Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most
Amazon just agreed to acquire Globalstar for somewhere between $11 and $12 billion. The catch: Globalstar did $273 million in revenue last year and has never…
- Chip Stock Investor Podcast
Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now
We've been following Aehr Test Systems since late 2022. We watched it run from a micro-cap to a $3 billion market cap on the back of AI accelerator hype — and…
- Chip Stock Investor Podcast
ASML's Guidance Is Up. So Is the Risk.
ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the…
- Chip Stock Investor Podcast
The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead
AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering…
- Chip Stock Investor Podcast
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast. In this episode, Nick and Kasey break down TSMC's Q2 2026…
- Chip Stock Investor Podcast
The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested
Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story…
- Chip Stock Investor Podcast
CRCL Deep Dive: Circle Internet Group's First Annual Report, USDC Growth & Whether the Stock Is Worth It
Circle Internet Group (CRCL) just dropped its first annual report — and this "crypto stock" operates more like a bank than most investors realize. We dig into…
- Chip Stock Investor Podcast
Sony's Hidden Chip Empire: How CMOS Sensors Power the Physical AI Revolution | Bob Ma, WIND Ventures
Sony quietly controls 50% of the world's CMOS image sensors — including every camera inside every iPhone. But most investors still think of them as a gaming…
- Chip Stock Investor Podcast
AMD vs Intel: Who Wins the 2026 CPU Battle?
The 2026 CPU shortage is making headlines — but the real story isn't a supply crisis. It's Intel losing its data center CPU dominance at exactly the wrong…
- Chip Stock Investor Podcast
ARM Holdings: Why We're Still Not Buying the Stock
ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and…
- Chip Stock Investor Podcast
What the Luddites Teach Us About AI ft. Jacob Goldstein
What can a group of machine-smashing craftsmen from 1800s England teach us about AI, data centers, and the chip trade? More than you'd think. We brought in…
- Chip Stock Investor Podcast
ASML's Advanced Packaging Play: What Investors Need to Know
ASML is known for one thing: the most advanced EUV lithography machines on the planet. But there's a quieter story developing in their advanced packaging…
- Chip Stock Investor Podcast
IPG Photonics: The Laser Stock Benefiting From AI Infrastructure
IPG Photonics just dropped an earnings report without mentioning AI once. In a world where every tech company is waving the AI wand, that's either boring or…
- Chip Stock Investor Podcast
Investing in the Next Memory Cycle: HBF, SanDisk, and the Fab Five
Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash…
- Chip Stock Investor Podcast
The AI Software Apocalypse Revolution: How to Value Cybersecurity Stocks in 2026
Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in…
- Chip Stock Investor Podcast
Micron's Blowout Quarter -- Can It Continue in 2026?
Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data…
- Chip Stock Investor Podcast
Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera…
- Chip Stock Investor Podcast
Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced…
- Chip Stock Investor Podcast
TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?
Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break…
- Chip Stock Investor Podcast
Can Oracle Deliver On Their Revenue Promises?
We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software…
- Chip Stock Investor Podcast
Marvell Data Center Revenue is Going Ballistic! 🚀 Is It The Next Broadcom? MRVL Stock
In this analysis of Marvell Technology’s (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company’s dramatic shift toward becoming an…
- Chip Stock Investor Podcast
The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026
The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike…
- Chip Stock Investor Podcast
Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?
Broadcom’s momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140%…
- Chip Stock Investor Podcast
Everpure (Pure Storage, PSTG): Shifting from Hardware to Data Management
Everpure, formerly known as Pure Storage (PSTG), is undergoing a significant business model transformation from solely a NAND flash hardware provider to a data…
- Chip Stock Investor Podcast
Moats, Monopolies, and Money: Axon Stock Analysis
Axon Enterprises (formerly Taser) is undergoing a transformation from a product-based company to a critical public safety infrastructure giant. In this video…
- Chip Stock Investor Podcast
Nvidia 5-Layer Cake — $500 Billion In Sales In 2 Years?
Can Nvidia Hit $500 BILLION? 🚀 The AI "Five-Layer Cake" Explained<br>Nvidia is on a historic run, pacing to exceed $300 billion in sales for fiscal year 2027…
- Chip Stock Investor Podcast
Is This Small-Cap Semi Stock Ready For A 2026 Breakout? (SYNA Analysis)
AI is breaking out of the data center and entering the physical world around us. In this video, Kasey and Nick explore Synaptics (SYNA), a fabless chip…
- Chip Stock Investor Podcast
The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson
Are we in an AI arms race or a massive overspend? Kasey and Nick sit down with Simon Erickson, founder of 7Investing, to break down the staggering $364 billion…
- Chip Stock Investor Podcast
Is it Too Late to Buy the Memory Cycle? Micron Stock Valuation
As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are…
- Chip Stock Investor Podcast
Is AI Disrupting Cybersecurity? IS Palo Alto Networks In Trouble?
Palo Alto Networks (PANW) is facing a volatile market, leading many to ask: is the "SaaS Apocalypse" finally hitting cybersecurity? We break down why the…
- Chip Stock Investor Podcast
Beyond AI Data Centers: The Next Big Chip Stock Growth Driver
The CapEx holiday of the 2010s is officially over. After a decade of stagnant infrastructure investment, we’ve hit an inflection point with US manufacturing…
- Chip Stock Investor Podcast
Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)
The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip…
- Chip Stock Investor Podcast
Why We Are Babysitting Astera Labs & Credo (Not a Buy & Hold?)
Astera Labs (ALAB) recently crushed earnings estimates and provided strong guidance for Q1 2026, yet the stock remains down. Why is the market…
- Chip Stock Investor Podcast
Is Reddit A Good Buy The Dip Candidate?
In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we’re looking at…
- Chip Stock Investor Podcast
Software Apocalypse or Opportunity? Interview with Braden Dennis, CO-Founder and CEO of Fiscal.ai
Is AI eating the software industry, or is it just making it more powerful?<br>In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai…
- Chip Stock Investor Podcast
Tesla’s $20B Pivot: A New Risk for the Semiconductor Supply Chain? (TSLA)
Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine…
Chip Stock Investor PodcastLumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?
Is it too late to buy the "Nvidia of Networking"? Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last…