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
Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET 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
Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?
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…
- Chip Stock Investor Podcast
Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment
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…
- Chip Stock Investor Podcast
Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Taiwan Semiconductor Manufacturing (TSMC)…
- Chip Stock Investor Podcast
Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now
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…
- Chip Stock Investor Podcast
Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock
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…
- Chip Stock Investor Podcast
Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis
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…
- Chip Stock Investor Podcast
Episode 319: Small Investment Bets Mid-Year Review 2025
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their…
- Chip Stock Investor Podcast
Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com <br> Wolfspeed (WOLF stock) is settling with its creditors…
- Chip Stock Investor Podcast
Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor discusses Micron's recent…
- Chip Stock Investor Podcast
Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/ <br> AI data center construction is continuing…
- Chip Stock Investor Podcast
Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Advanced packaging and chiplets are ready to…
- Chip Stock Investor Podcast
Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ It's been over a year since Chip Stock…
- Chip Stock Investor Podcast
Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis
LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor…
- Chip Stock Investor Podcast
Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)
Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry?…
- Chip Stock Investor Podcast
Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?
Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses…
- Chip Stock Investor Podcast
Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments
In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo…
- Chip Stock Investor Podcast
Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center…
- Chip Stock Investor Podcast
Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)
Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and…
- Chip Stock Investor Podcast
Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers
CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job…
- Chip Stock Investor Podcast
Episode 306: Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update…
- Chip Stock Investor Podcast
Episode 305: Lattice & FPGA Market Dynamics after Intel's Altera Move
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…
- Chip Stock Investor Podcast
Episode 304: AMD's Secret Weapon That Investors Keep Overlooking
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…
- Chip Stock Investor Podcast
Episode 303: Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis
Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic…
- Chip Stock Investor Podcast
Episode 302: Long-Term Compounders To Hold During Tough Economic Times
Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/ Investors had a…
- Chip Stock Investor Podcast
Episode 301: Intel's Struggles Are Far From Over -- INTC Stock Analysis
Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/ Get 25% off…
- Chip Stock Investor Podcast
Episode 300: Hot Chips, Cool Moves: Lam Research Stays Strong Despite Tariffs
Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still…
- Chip Stock Investor Podcast
Episode 299: Top Robotics Stocks to Consider After the Latest Earnings Results
Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor, we dive into…
- Chip Stock Investor Podcast
Episode 298:The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Investors were clamoring for humanoid robot…
- Chip Stock Investor Podcast
Episode 297: Tariffs, Trade Wars, and ASML: The Growth Story Is NOT Over
Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 ASML reported great earnings this week, including…
Chip Stock Investor PodcastEpisode 295:Bear Market Incoming? What Will Happen to Chip Stocks? How Should Investors Prepare?
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Chip stocks are already in a bear market, but…
- Chip Stock Investor Podcast
Episode 296: Nvidia and TSMC Pledge Huge Investments to Address Tariffs – NVDA and TSM Stock Analysis
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are…
- Chip Stock Investor Podcast
Episode 294: New Era For Chip Stocks – Why We’re Buying the “Nvidia of Power Chips” Right Now
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Market meltdown Semi Insider annual…
- Chip Stock Investor Podcast
Episode 293: Combating Destructive Mindsets When Investing During A Stock Market Crash
Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 What are chip stock investors Nick and Kasey doing…
Chip Stock Investor PodcastEpisode 292: Market Crash: Cheap Chip Stock to Back Up the Truck and Buy Now? Onsemi (ON Stock) Analysis
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider…
- Chip Stock Investor Podcast
Episode 291: How to Invest in Semiconductor Stocks 2025 Memory Chip Manufacturers IDMs
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formMemory chips are an important part of the AI investment story. But…
- Chip Stock Investor Podcast
Episode 290: Buy This AI Stock NOW? ServiceNow Analysis
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider…
- Chip Stock Investor Podcast
Episode 289:2025 Market Correction – Huge Opportunity For Applied Materials (AMAT) and Chip Stock Investors
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider…
- Chip Stock Investor Podcast
Episode 288:The Real Reason You Should Care About Google’s Acquisition of Wiz
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIn this episode of Chip Stock Investor, Nick and Kasey delve into…
- Chip Stock Investor Podcast
Episode 287: The Best Quantum Computing Stock to Buy Right Now
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Nvidia hosted its first ever Quantum Day at…
- Chip Stock Investor Podcast
Episode 286: HUGE Nvidia Robot Revolution Update: Time to Invest Now?
Fund your account in five minutes or less at https://www.public.com/CSI Jensen Huang said the robot revolution is "closer than you think." But how close? And…
- Chip Stock Investor Podcast
Episode 285: Did Oracle Just Save Us From the Stock Market Correction?
Fund your account in five minutes or less at https://www.public.com/CSI Sign Up For Our Newsletter…
- Chip Stock Investor Podcast
Episode 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was…
- Chip Stock Investor Podcast
Episode 283: Broadcom's AI Momentum -- What to Expect From the Semiconductor Leader In 2025
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI! Get 15% of your membership with…
- Chip Stock Investor Podcast
Episode 282: Don't Buy The CoreWeave IPO Until You Watch This
CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's…
- Chip Stock Investor Podcast
Episode 281: Pure Storage -- Should You Buy The Dip?
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. Pure Storage (PSTG) stock…
- Chip Stock Investor Podcast
Episode 280: The Next 15 years Of Logic Chip Technology -- How to Invest?
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. What will logic chip…
- Chip Stock Investor Podcast
Episode 279: Will Lattice Semiconductor Make A Comeback In 2025?
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…
- Chip Stock Investor Podcast
Episode 278: The Trade Desk Flops -- Is the Company In Trouble? Time to Buy TTD Stock In 2025?
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)…
- Chip Stock Investor Podcast
Episode 277: Does the Market Hate Nvidia Stock Now? Is It Time to Sell? Chip Stock Investor NVDA Analysis
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…
- Chip Stock Investor Podcast
Episode 276: Will A New Pain Medication Release Make Vertex Pharma Stock Soar In 2025? VRTX Stock Analysis
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…
- Chip Stock Investor Podcast
Episode 275: Will Nvidia AI Data Center Infrastructure Be King? NVDA Stock and ANET Stock Analysis 2025
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…
- Chip Stock Investor Podcast
Episode 274: Can This Former High-Growth Chip Stock Investor Favorite Bounce Back In 2025?
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer…
- Chip Stock Investor Podcast
Episode 273: The Best Cybersecurity Investment For 2025? Fortinet (FTNT) Stock Gets Hot Again
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…
- Chip Stock Investor Podcast
Episode 272: Is This Huge Nvidia & Broadcom Customer a Buy In 2025?
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…
- Chip Stock Investor Podcast
Episode 271: Value Chip Stock 2025 to Buy Now? Lam Research (LRCX)
Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock)…
- Chip Stock Investor Podcast
Episode 270: Is Our Forever Healthcare Stock Too Expensive? ISRG 2025 Review
Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersOur "forever healthcare stock" Intuitive Surgical had a great 2024. Is…
- Chip Stock Investor Podcast
Episode 269: Is AMD Stock Finally A Buy? Could It Be A Hit in 2025?
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…
- Chip Stock Investor Podcast
This Is What Risk Looks Like -- Deepseek (Special Episode With Investing Unscripted)
Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted…
- Chip Stock Investor Podcast
Episode 268: Is Meta's Nvidia Spending on AI Data Centers Out of Control? Is Meta Stock Still a Buy?
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…