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 147: 1 Growth Stock to Ride the Cybersecurity Wave – Palo Alto Networks (PANW) Business Analysis
Chip Stock Investor breaks down Palo Alto Networks' (PANW) latest earnings, strategic moves, and acquisitions in the consolidating cybersecurity sector…
- Chip Stock Investor Podcast
Episode 146: Shopify (SHOP) Stock Troubles, AppLovin (APP) Soars -- 1 Cloud Stock is the Better Buy!
Chip Stock Investor's latest analysis explores the challenges facing the cloud software industry in 2024. One of our long-time favorites, Shopify (SHOP)…
- Chip Stock Investor Podcast
Episode 145: 3 Stocks & 1 ETF To Buy Now For Quantum Computer Investing?
Uncover the secrets of quantum computing and discover 3 stocks and 1 ETF available to investors that have quantum computing potential. This Chip Stock Investor…
- Chip Stock Investor Podcast
Episode 144: Top AI Data Center Cooling Stock – the “Next Super Micro Computer" to Buy Now? Vertiv (VRT) Stock
Data center AI servers, like the powerful systems Nvidia (NVDA) is developing, are creating some new engineering problems that need to be solved. Two of them…
- Chip Stock Investor Podcast
Episode 143: 1 Small-Cap Stock Sitting On Lithium Fortunes? – Arcadium Lithium (ALTM) Business Analysis
Dive into the electrifying world of lithium stocks! This dive explores lithium market trends, spotlights industry leader Albemarle, and especially promising…
- Chip Stock Investor Podcast
Episode 142: Want To Know How To Invest Your Money? Learn How to Analyze A Stock
Chip Stock Investors Nick and Kasey explain how to invest money by adopting a structured framework. They illustrate this with their own top-down approach to…
- Chip Stock Investor Podcast
Episode 141: The Next Big Thing In AI? An Investor's Intro Guide to Quantum Computing Stocks 2024
Artificial intelligence (AI) is still in the early innings, but some investors are already looking for the next big thing, the “next Nvidia” stock. Is quantum…
- Chip Stock Investor Podcast
Episode 140: Best Growth Stocks For 2020s: Cybersecurity Trends & Fortinet (FTNT) Analysis
Chip Stock Investor has big cybersecurity industry updates. Private equity and big tech clearly see value in security software, and investors should take note…
- Chip Stock Investor Podcast
Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update
Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by…
- Chip Stock Investor Podcast
Episode 138: Onsemi (ON) Bakes Less Cakes, Axcelis (ACLS) & Aehr (AEHR) Stocks Get Hit
This video from Chip Stock Investor cracks the code on finding winning chip stocks for 2024, like Onsemi's electric vehicle technology and 2 hidden gems you…
- Chip Stock Investor Podcast
Episode 137: Unlock The Secret Behind Google's $20 Billion Payment To Apple - Calculate It Yourself!
This Chip Stock Investor video breaks down Google's massive $20 billion annual payment to Apple for default search engine status on iOS. This is what's at the…
- Chip Stock Investor Podcast
Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)
This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors…
- Chip Stock Investor Podcast
Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value
Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this…
- Chip Stock Investor Podcast
Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock
AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain…
- Chip Stock Investor Podcast
Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks
Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud…
- Chip Stock Investor Podcast
Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?
Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing…
- Chip Stock Investor Podcast
Episode 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024
This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret…
- Chip Stock Investor Podcast
Episode 130: Top 3 Must-Fix Problems For Tesla In 2024 -- TSLA Stock Updates!
Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores…
- Chip Stock Investor Podcast
Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems
Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry…
- Chip Stock Investor Podcast
Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?
A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this…
- Chip Stock Investor Podcast
Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)
Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The…
- Chip Stock Investor Podcast
Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024
ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine…
- Chip Stock Investor Podcast
Episode 125: Qualcomm Stock Is Beating the Market On AI Optimism – Top Value Stock 2024 to Buy Now?
Qualcomm (QCOM) stock has been hot in 2024, outperforming not just broader market indices, but also most major semiconductor indices as well. That’s…
- Chip Stock Investor Podcast
Episode 124: Is Arista Networks (ANET) Doomed? Stock Downgraded Due To Nvidia AI Products!
Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET), emphasizing the importance of a moderate viewpoint…
- Chip Stock Investor Podcast
Episode 123: Applied Materials Stock (AMAT): Beating The Market And Ready For Even More Growth!
This video from Chip Stock Investor updates our viewers on some news from Applied Materials. The company has been making some strategic maneuvers in the…
- Chip Stock Investor Podcast
Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)
Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and…
- Chip Stock Investor Podcast
Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)
This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain…
- Chip Stock Investor Podcast
Episode 120: When Should You Sell Your Nvidia Stock
Chip Stock Investor provides an in-depth analysis on whether it's time to sell Nvidia stock, focusing on the semiconductor industry's growth and Nvidia's…
- Chip Stock Investor Podcast
Special Episode 119: Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide
🔥🔥Purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop…
- Chip Stock Investor Podcast
Episode 118: Zscaler Battles Cybersecurity Giants From Both Sides
In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the…
- Chip Stock Investor Podcast
Episode 116: Top AI Data Center Stock 2024 – Is PureStorage (PSTG) Stock Still a Buy?
Pure Storage (PSTG), known for its all-flash storage solutions, has shown notable growth this year. Thank AI in part, but also due to its successful…
- Chip Stock Investor Podcast
Episode 115: DigitalOcean Stock – A Top Bet On AI For Small Businesses?
DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the…
- Chip Stock Investor Podcast
Episode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance
In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's…
- Chip Stock Investor Podcast
Episode 113: Updating You On Aehr Test Systems Stock Slump - What's Next?
Aehr Test Systems released preliminary financials and an accompanying statement on March 25, 2024, and results are going to be even uglier than originally…
- Chip Stock Investor Podcast
Episode 112:Does Broadcom's AI Event Spell Trouble For Nvidia Stock? (AVGO & NVDA)
This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for…
- Chip Stock Investor Podcast
Episode 111: Bigger Chips = Better AI? Nvidia's Blackwell vs. Cerebras Wafer Scale Engine
Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video…
- Chip Stock Investor Podcast
Episode 110: Nvidia, In Defense of FOMO, Oracle Stock and Quantum Computing and Sovereign AI
In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech…
- Chip Stock Investor Podcast
Episode 109: Is Snowflake Stock A Buy Now (SNOW)
Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with…
- Chip Stock Investor Podcast
Episode 108: Nvidia’s Blowout Victory Against AI Chip Competitors (Nvidia Unveils Blackwell and GTC)
Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for…
- Chip Stock Investor Podcast
Episode 107: The Secret AI War, and Japan's Renesas A Top Stock For 2024?
There’s a secret AI war brewing. In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated…
- Chip Stock Investor Podcast
Episode 106: Will Japan Be the Biggest Winner In the Chips Manufacturing Arms Race? Tokyo Electron Stock 2024
We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top…
- Chip Stock Investor Podcast
Episode 105: Stocks We’re Buying and Selling March 2024 -- and Tech and Big Media Challenges Humanity With AI
In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to…
- Chip Stock Investor Podcast
Episode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?
Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and…
- Chip Stock Investor Podcast
Episode 103: Top Cybersecurity Stocks CrowdStrike (CRWD) and Palo Alto Networks At War? – Top Stocks to Buy 2024
Are top cybersecurity Stocks CrowdStrike and Palo Alto Networks at War? In this episode, Chip Stock Investors Nick and Kasey discuss the recent war of words in…
- Chip Stock Investor Podcast
Episode 102: Top Explosive Growth Stock to Buy For 2024? Arcadium Lithium Might Be In Great Shape
Want to know what just might be the top explosive growth stock to buy for 2024? The lithium market got blasted in 2023 due to supply chain issues, geopolitical…
- Chip Stock Investor Podcast
Episode 101: Soaring Small Cap Stocks to Buy Now? – Skywater Technology (SKYT) and ACM Research (ACMR)
Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM…
- Chip Stock Investor Podcast
Episode 100: Investing in Cybersecurity Stocks in 2024
Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry…
- Chip Stock Investor Podcast
Episode 99: 2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?
In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO)…
- Chip Stock Investor Podcast
Episode 98: Palo Alto Networks Stock Crashes, and Cybersecurity Industry Stocks 2024
Cybersecurity giant Palo Alto Networks (PANW) stock took a nosedive, but why? In this video, Chip Stock Investors Nick and Kasey break down the company's…
- Chip Stock Investor Podcast
Episode 97: Nvidia NVDA Stock – What You Need to Know For 2024
Nvidia knocked it out of the park once more on its recent earnings update, and could be signaling another massive increase in revenue and profitability in…
- Chip Stock Investor Podcast
Episode 96: Sell This Top Semiconductor Stock and Stay Away Until 2025? Axcelis Technologies (ACLS)
We have looked over Axcelis Technologies (ACLS) stock multiple times over the past six to nine months, but have never pulled the trigger on buying this small…
- Chip Stock Investor Podcast
Episode 95: Hot Stocks 2024: Semiconductor Manufacturing & Apple Vision Pro Chip Supplier (AMAT & LSCC stock)
In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials…
- Chip Stock Investor Podcast
Episode 94: Will This Top AI Stock Dominate Again In 2024? Cadence Design’s (CDNS Stock) Epic Closeout to 2023
Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly…
- Chip Stock Investor Podcast
Episode 93: Arista Networks Stock Has Doubled In the Last Year – Is Management Planning A BIGGER Move Next?
In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for…
- Chip Stock Investor Podcast
Episode 92: ENPH Stock (Enphase Energy) Ready to Rocket Higher In 2024?
Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a…
- Chip Stock Investor Podcast
Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report…
- Chip Stock Investor Podcast
Episode 90: Arm Stock Has A 50% Day, and Air Products Stock Gets Blasted By China
Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so…
- Chip Stock Investor Podcast
Episode 89: Fortinet Stock Rally – Is It A Top Cybersecurity Buy For 2024?
In 2023, top cybersecurity pure-play Fortinet left us wondering how things were going to be shaping up as we entered 2024. The guidance for Q4 2023 left us…
- Chip Stock Investor Podcast
Episode 88: 2 Top EV Chip Stocks We’re Buying In February – On Semi and Aehr Test Systems
In this episode of Chip Stock Investor, we examine the Q4 2023 report for On Semiconductor (ON), one of our top semiconductor buys for 2024, and discuss its…
- Chip Stock Investor Podcast
Episode 87: 1 Top Chip Stock Showed the Semiconductor Downturn Is About to Get Worse – Microchip
Shares of Microchip held up quite well considering its revenue and profitability is in all out decline. Excess inventory of industrial and automotive chips…