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
Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and…
- Chip Stock Investor Podcast
Lam Research (LRCX): The Ultimate AI Memory Play?
Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and…
- Chip Stock Investor Podcast
IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?
Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we…
- Chip Stock Investor Podcast
SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027
(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and…
- Chip Stock Investor Podcast
NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI…
- Chip Stock Investor Podcast
Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips
Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However…
- Chip Stock Investor Podcast
Why Netflix Stock Is Down Nearly 40% -- Time to Buy the Dip?
Netflix is officially moving to acquire Warner Bros. Discovery in an all-cash deal, but the market isn't celebrating. With the stock down over 30% from…
- Chip Stock Investor Podcast
4 Beaten-Down Software Stocks to Buy Now?
Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year…
- Chip Stock Investor Podcast
Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)
Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving…
- Chip Stock Investor Podcast
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value…
- Chip Stock Investor Podcast
Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom!
Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory…
- Chip Stock Investor Podcast
The Best Memory Stocks For 2026: How To Play the Memory Shortage
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory…
- Chip Stock Investor Podcast
TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?
CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re…
- Chip Stock Investor Podcast
Top 3 Autonomous Driving & Robot Stocks For 2026
Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and…
- Chip Stock Investor Podcast
Beyond the GPU: Nvidia’s Secret Weapon for AI Inference in 2026
Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia…
- Chip Stock Investor Podcast
Is Quantum Computing Profitable Yet? 2026 Stock Update And The Top Stocks For Quantum Computing
It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock…
- Chip Stock Investor Podcast
How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics
The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and…
- Chip Stock Investor Podcast
Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)
Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?<br>In this video, we break down Pure…
- Chip Stock Investor Podcast
MU Earnings: Sold Out Capacity, Record Sales... Why We're Cautious.
Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the…
- Chip Stock Investor Podcast
The AI Data Center Stock (That's Not Nvidia)
Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.<br>In this…
- Chip Stock Investor Podcast
The "No-Regrets" Robotics Investment Portfolio
Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them…
- Chip Stock Investor Podcast
Are We Selling Oracle (ORCL) Stock?
Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. <br>In this video, we break down the multiple factors…
- Chip Stock Investor Podcast
Netflix vs. Paramount: The Hostile War for Warner Bros. Discovery
Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we…
- Chip Stock Investor Podcast
The Informatica Plumbing Behind AI Agents: Salesforce Earnings Stock Analysis 2026
Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the…
- Chip Stock Investor Podcast
Watch This Before 2026: Marvell’s New Tech & The Hardware Cycle Shift (MRVL Stock Analysis)
Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video…
- Chip Stock Investor Podcast
Symbotic (SYM) Analysis: Robotics Pure Play or Just a Walmart Vendor?
Pure-play robotics stock Symbotic (SYM) has had a wild ride in 2025, soaring to new highs before taking a significant hit—dropping ~21% in just 24 hours. After…
- Chip Stock Investor Podcast
Nvidia Picks the Next Big Winner In Enterprise Software and Quantum Computing?
Nvidia has just announced a $2 billion purchase of Synopsys stock, tightening the relationship between the AI hardware giant and the leading Electronic Design…
- Chip Stock Investor Podcast
Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals)
While investors have been piling into Nvidia and AI infrastructure, the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear? That AI…
- Chip Stock Investor Podcast
Google Stock: The Real Reason It’s Doubled (It’s Not Just AI)
The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is…
- Chip Stock Investor Podcast
Why Palo Alto Networks Just Spent Billions (PANW Analysis)
Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend…
- Chip Stock Investor Podcast
Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations
The market is pulling back (NASDAQ down 8.5%, and the bearish claims against Nvidia and the entire AI data center build-out are louder than ever. <br>Claims…
- Chip Stock Investor Podcast
Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review
NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own…
- Chip Stock Investor Podcast
What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?
Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are…
- Chip Stock Investor Podcast
Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space
In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies. <br>We discuss Ubiquiti’s recent financial…
- Chip Stock Investor Podcast
Want To Invest In Robotics? It's Not Where You Think (ALGM Stock)
Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and…
- Chip Stock Investor Podcast
AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings
Is the most profitable use of AI in 2025 generating videos of kittens trading stocks? Not quite. The digital advertising industry still reigns supreme as the…
- Chip Stock Investor Podcast
Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?
Ouster (OUST) is a small-cap player in LIDAR, aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 2025 earnings, we dive…
- Chip Stock Investor Podcast
AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3…
- Chip Stock Investor Podcast
The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)
ServiceNow and Netflix are splitting their stock in late 2025! In this video, we break down ServiceNow's 5-for-1 split (happening in December) and Netflix's…
- Chip Stock Investor Podcast
NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G
NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding…
- Chip Stock Investor Podcast
Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)
Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run? <br>We break down the critical China…
- Chip Stock Investor Podcast
GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)
In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the…
- Chip Stock Investor Podcast
Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?
Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAA <br>Astera Labs and its peer Credo Technology Group is pulling back…
- Chip Stock Investor Podcast
NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?
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…
- Chip Stock Investor Podcast
Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
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…
- Chip Stock Investor Podcast
SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
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…
- Chip Stock Investor Podcast
Netskope (NTSK) Stock Analysis: What Investors Need to Know
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…
- Chip Stock Investor Podcast
Figma (FIGMA) Stock Analysis | What To Do After The Drop
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…
- Chip Stock Investor Podcast
Nvidia And Intel Deal: What Investors Need To Know
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…
- Chip Stock Investor Podcast
3 Year Anniversary For Chip Stock Investor | How Did We Do?
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…
- Chip Stock Investor Podcast
Rubrik's Master Plan: Connecting AI, Data Security, and Huge Growth (RBRK)
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…
- Chip Stock Investor Podcast
Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why.
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…
- Chip Stock Investor Podcast
Is Salesforce Stock Too Cheap To Ignore? (CRM Stock Analysis)
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…
- Chip Stock Investor Podcast
Chip Stocks Heat Up! Second Half 2025 Expectations (ADI Stock Analysis)
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…
- Chip Stock Investor Podcast
Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis
Join us on Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership…
- Chip Stock Investor Podcast
Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?
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…
- Chip Stock Investor Podcast
Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges
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…
- Chip Stock Investor Podcast
What Happened To Applied Materials? AMAT Stock Analysis
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…
- Chip Stock Investor Podcast
CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know
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…
- Chip Stock Investor Podcast
What Happened to Fortinet? FTNT Stock Analysis
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Fortinet stock got clobbered following its Q2 2025…