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 207: ASML New Competitor? What Is E-Beam Lithography, and Why Is It Important In Chip Manufacturing?
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Everyone knows ASML is the leader in lithography equipment -- critical to…
- Chip Stock Investor Podcast
Episode 206: Crowdstrike (CRWD Stock) Still Facing Challenges After Microsoft Service Outage
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…
- Chip Stock Investor Podcast
Episode 205: Want to Invest In Elon Musk’s SpaceX? 1 Small-Cap Stock to Get Growth From Satellite Internet (FOUR Stock)
This video is sponsored by https://www.public.com Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small…
- Chip Stock Investor Podcast
Episode 204: 1 Small-Cap Stock Obliterating the Market In 2024 – Still Time to Buy? MNDY Stock
This video is sponsored by https://www.public.com Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no…
- Chip Stock Investor Podcast
Episode 203: Nvidia (NVDA Stock) Headed For Another Correction? Everything Investors Need to Know Now
This video is sponsored by https://www.public.com Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's…
- Chip Stock Investor Podcast
Episode 202: Nvidia (NVDA Stock) – The Most Important Economic Report of 2024? NVDA Long-Term Analysis
🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Nvidia (NVDA) is being billed as "the most important…
- Chip Stock Investor Podcast
Episode 201: TSMC (Taiwan Semiconductor Stock) Buys A New LCD Screen Fab – For Advanced Chip Packaging?
TSMC recently acquired a facility that manufactured LCD screens. This news came hot on the heels of TSMC's board of directors approving a $30 billion budget…
- Chip Stock Investor Podcast
Episode 200: Is Palo Alto Networks (PANW Stock) the Ultimate Cybersecurity Investment?
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…
- Chip Stock Investor Podcast
Episode 199: Don’t Know About Palantir Yet? A No-Hype No-Nonsense Review (PLTR Stock)
Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software…
- Chip Stock Investor Podcast
Episode 198: 3 Small-Cap Chip Stocks to Avoid in 2024
In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why…
- Chip Stock Investor Podcast
Episode 197: Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next 15 Years
Will Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a…
- Chip Stock Investor Podcast
Episode 196: 3 Small-Cap Chip Stocks – Are They Still On Course For Big Investment Returns?
The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies…
- Chip Stock Investor Podcast
Episode 195: Nvidia’s Next Big AI Hit? Is NVDA Stock A Buy?
🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C All eyes will be on Nvidia's data center segment on August…
- Chip Stock Investor Podcast
Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock
Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in…
- Chip Stock Investor Podcast
Episode 193: Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)
Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI…
- Chip Stock Investor Podcast
Episode 192: ASML's High-NA EUV Breakthrough: Massive Investment Returns Ahead?
ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and…
- Chip Stock Investor Podcast
Episode 191:Airbnb Just Signaled A Recession Is Coming… Or the Stock Is Really Cheap
For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did…
- Chip Stock Investor Podcast
Episode 190: New Amazon (AMZN) Chips Are Coming – Are They “Nvidia Killers?”
Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which…
- Chip Stock Investor Podcast
Episode 189: Is This Top Cybersecurity Stock About to Soar Higher? FTNT Stock
Stop leaving yourself vulnerable to data breaches. Go to my sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data…
- Chip Stock Investor Podcast
Episode 188: Qualcomm’s Victory Lap On China and Automotive – QCOM A Cheap Stock?
Mobile connectivity chip leader Qualcomm is growing again, thanks in large part to a booming automotive segment and... surprise!... smartphone growth in China…
- Chip Stock Investor Podcast
Episode 187: Nvidia Stock Crashes On Blackwell Delays – Time to Buy NVDA Stock?
🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus…
- Chip Stock Investor Podcast
Episode 186: Intel’s Meltdown Culminates In Corporate Gaslighting – Avoid INTC Stock
🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus…
- Chip Stock Investor Podcast
Episode 185:Invest In Small-Cap Stocks For A Fed September Rate Cut? Check Out This Top Vanguard ETF
Today, we're diving into how to buy the dip and capitalize on the potential Fed rate cuts expected in September. We're highlighting the Vanguard Information…
- Chip Stock Investor Podcast
Episode 184: AMD’s AI Is Not the Same As Nvidia, and That’s OK For Chip Stock Investors – AMD Stock Analysis
🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus…
- Chip Stock Investor Podcast
Episode 183: The EV and Auto Chip Recovery Is Here – Time to Buy Top Semiconductor Stocks? Onsemi (ON) Stock
🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C Is the EV and auto chip recovery here? On…
- Chip Stock Investor Podcast
Episode 182: The Chip Manufacturing Bull Market Is Back – Time to Buy the Dip? (KLAC)
🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C KLA Corp is part of the "Fab 5," critical…
- Chip Stock Investor Podcast
Episode 181: Buy the Dip In This Top AI Data Center Cooling Stock? Vertiv (VRT Stock) Analysis
🔥🔥Join Moomoo and get the benefits here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3%…
- Chip Stock Investor Podcast
Episode 180: The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is…
- Chip Stock Investor Podcast
Episode 179: Will the U.S., Intel, and China Sink Taiwan Semiconductor Manufacturing Stock?
After an epic first half of 2024, chip stocks got hit hard. Fears of rising geopolitical tensions were blamed. And yet, through it all, leading edge…
- Chip Stock Investor Podcast
Episode 178: Investors MUST Know This Before Buying the CrowdStrike Stock Dip! CRWD and Microsoft Service Outage
Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really…
- Chip Stock Investor Podcast
Episode 177: ASML Stock Correction – When Is the Next Wave of Growth Coming?
After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an…
- Chip Stock Investor Podcast
Episode 176: Are EV Stocks Ready to Rally In 2024 and Beyond? 1 Top Small-Cap Company (AEHR) Thinks So
Small-cap stocks are heating up on hopes the U.S. Federal Reserve may cut rates later this year. Small chip stocks like Aehr Test Systems (AEHR) are also on…
- Chip Stock Investor Podcast
Episode 175: 1 Top Chip Stock Could Be the Next ASML Holding? ONTO Innovation Lithography Analysis
Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about…
- Chip Stock Investor Podcast
Episode 174: AI Chip Packaging Revolution – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years
The semiconductor industry may be headed from just over $500 billion in global annual sales in 2023, to $1 trillion by 2030. If that's to happen, semiconductor…
- Chip Stock Investor Podcast
Episode 173: Is AEHR Getting Ready For Takeoff? Aehr Test Systems Stock Update
Aehr Test Systems stock is on FIRE the last few days, but the official earnings report isn't until next week... What's fueling this surge? This isn't your…
- Chip Stock Investor Podcast
Episode 172: Don't Think About Investing In Cloudflare Until You Know About This Data Center Stock -- NET Stock
Interested in Cloudflare stock? You need to know about Akamai and its critical role in the internet first! This episode provides a history of how the global IT…
- Chip Stock Investor Podcast
Episode 171: 1 Of Our Favorite Chip Stocks Is Up Over 40% In Less Than 3 Months – Too Late to Buy? (ACLS)
Axcelis Technologies is one of our favorite chip stocks of the moment, and it's up over 40% in less than three months! We discuss what's driving the…
- Chip Stock Investor Podcast
Episode 170: Is This Small, High-Growth Stock the Ultimate Pick in EV And Lithium Stocks? ASPN Analysis
In this episode, we dive into a small company called Aspen AeroGels, a company at the crossroads of advanced thermal insulation and electric vehicle battery…
- Chip Stock Investor Podcast
Episode 169: Is BE Semi (BESI) An Underrated Find In The World Of Semiconductor Packaging Equipment?
In this episode of Chip Stock Investor, we take a deep dive into BE Semiconductor (BESI), a leader in chip packaging. Learn about BESI's role in the…
- Chip Stock Investor Podcast
Episode 168: 1 Hot Medical Technology Stock Up 100% In 2024 -- Too Late to Buy? TMDX Analysis
TransMedics (TMDX) stock has been on a tear. How is this innovative biotech company changing the game in organ transplantation? Learn about their unique…
- Chip Stock Investor Podcast
Episode 167: Nvidia Started A Data Center Energy Race – 1 New Stock Powering the Trend? GEV Analysis
In this episode of Chip Stock Investor, we dive deep into GE Vernova's position in the current bull market, focusing on energy trends in light of the…
- Chip Stock Investor Podcast
Episode 166: Micron’s (MU) Epic Good News For AI Chip Stocks – Time to Buy Now?
Join us on Chip Stock Investor as we delve into Micron’s (MU) impressive Q3 2024 earnings, revealing a remarkable $6.8 billion in revenue—up 82%…
- Chip Stock Investor Podcast
Episode 165: The Chip Stocks Powering the Next Leg Up of the Bull Market In 2024? AI Supercycle Update
Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for…
- Chip Stock Investor Podcast
Episode 164: The NVIDIA of Data Center Power Chip Stocks? And Next 10-For-1 Stock Split Candidate? MPWR Analysis
In this episode of Chip Stock Investor, we dive into Monolithic Power Systems (MPWR) and explore why it could be the Nvidia of data center and AI power chips!…
- Chip Stock Investor Podcast
Episode 163: 2024 Hot Chip Stocks You Can't Miss: Nvidia, Qualcomm, Pure Storage And More!
Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market…
- Chip Stock Investor Podcast
Episode 162: Hot Stocks Of Summer 2024: Top Picks And Mid-year Update!
Join us at Chip Stock Investor as we dive into our mid-year review for 2024, assessing the performance of our non-chip stock top picks. What will help Amazon…
- Chip Stock Investor Podcast
Episode 161: Where Would AI Chip Stocks (Nvidia Included) Be Without Lasers? Coherent Scores A Top AI Chip CEO
Chip Stock Investor delves into Coherent's business model after poaching top CEO Jim Anderson from Lattice Semi. AI system designers like Nvidia (NVDA) rely…
- Chip Stock Investor Podcast
Episode 160: Move Over Nvidia (NVDA), There’s Another AI 10-For-1 Stock Split Happening – Is Broadcom Stock A Buy Now? (AVGO)
As investors continue to hunt down top AI stocks to buy now, Broadcom just joined Nvidia and others in announcing a 10-for-1 stock split. There have also been…
- Chip Stock Investor Podcast
Episode 159: The Hidden Formula Behind Airbnb’s (ABNB) Skyrocketing Profits -- Is ABNB Stock A Buy?
Airbnb (ABNB) has revolutionized the real estate market by vastly increasing profit margins through short-term stays and its online marketplace model. Chip…
- Chip Stock Investor Podcast
Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now
In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how…
- Chip Stock Investor Podcast
Episode 157: Investing In Top Cybersecurity Stocks? Okta, Cyberark, & Profiting From Identity Management🔒🔑
Chip Stock Investor dives deep into the Identity Access Management (IAM) sector of cybersecurity. We analyze key players like Microsoft (MSFT) Okta (OKTA) and…
- Chip Stock Investor Podcast
Episode 156: Top Cloud Software Stock Meltdown 2024 – Time to Sell? (PATH & CRM)
The recent downturn in cloud software stocks has been brutal. In this episode, Chip Stock Investor takes a fresh look at Salesforce and UiPath. Despite…
- Chip Stock Investor Podcast
Episode 155: CrowdStrike (CRWD) Stock Strikes Again – Why It’s Poised to Keep Winning the Cybersecurity War
In this Chip Stock Investor episode, we break down CrowdStrike's (CRWD) Q1 FY25 earnings, analyzing if their growth is sustainable. We explore industry trends…
- Chip Stock Investor Podcast
Episode 154: Is Marvell's AI Upside A Mirage? Chip Stock Investor's Better Buy For June 2024
In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't…
- Chip Stock Investor Podcast
Episode 153: Why Synopsys (SNPS) is the Secret Weapon Behind the Semiconductor Industry's Best Chips
In this episode of Chip Stock Investor, we dive into the influential role of Synopsys (SNPS) in the semiconductor industry. We discuss the company's leadership…
- Chip Stock Investor Podcast
Episode 152: Stock Buy Mistake? Software Is Getting Eaten Alive By Nvidia -- June Portfolio Update
Chip Stock Investor makes a surprising move, swiftly ditching a recent portfolio addition, Snowflake (SNOW) amid concerns over slowing growth and mounting…
- Chip Stock Investor Podcast
Episode 151: Nvidia Isn’t the Only 10-For-1 Stock Split – Another Top AI Stock To Buy If You Missed Nvidia?
In this video, Chip Stock Investors Nick and Kasey discusses Lam Research's (LRCX) potential in the chip industry, focusing on its key role in equipment for…
- Chip Stock Investor Podcast
Episode 150: 1 Chip Stock Ready For A New Data Center Power Bull Market? Texas Instruments (TXN) Stock
Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its…
- Chip Stock Investor Podcast
Episode 149: Missed Nvidia Stock? Check Out THIS Semiconductor Stock Before Its Next Bull Run
In this video, we break down Applied Materials' (AMAT) latest earnings and why we're STILL bullish on this semiconductor manufacturing giant. Learn why they're…
- Chip Stock Investor Podcast
Episode 148: Everything You Need to Know About Nvidia (NVDA) Stock – Crucial Q1 Earnings Update
Welcome back to Chip Stock Investor! In this episode, we dive into Nvidia's (NVDA) recent earnings call and dissect the wild growth numbers and future outlook…