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 86: Big Tech Stock Profits Soaring – Why Amazon, Meta, and Qualcomm Stocks Are Top Buy-and-Holds In 2024
It was a busy week, and big tech certainly delivered the tune Wall Street was hoping to hear. Growth is back, and with it, massive increases to profitability…
- Chip Stock Investor Podcast
Episode 85: Forget AI Chips, This Is the Real Reason AMD Stock Could Rise In 2024
In this episode of Chip Stock Investor, Nick and Kasey discuss the much anticipated Q4 2023 earnings for AMD. AMD has been talking plenty about its foray into…
- Chip Stock Investor Podcast
Episode 84: Lithium Market Crash! Are Albemarle and Arcadium Lithium Stocks Out of Power?
The lithium market has been in total disarray, and spot prices for the key ingredient in EV batteries have continued to fall in 2024. Top stocks like Albemarle…
- Chip Stock Investor Podcast
Episode 83: The Best Way to Invest In Intel In 2024 Isn’t Intel Stock At All
For Intel, the company is still very much in “prove-it” mode, and it’s going to take years for the overhaul to take hold. In the meantime, some steady progress…
- Chip Stock Investor Podcast
Episode 82: ASML Stock Is Too Expensive Right Now -- but For How Much Longer?
ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the…
- Chip Stock Investor Podcast
Episode 81: Taiwan Semiconductor Manufacturing Is on Fire in 2024, Texas Instruments Continues Their Slump
In this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others…
- Chip Stock Investor Podcast
Episode 80: 1 Chip Manufacturing Stock Ready to Rock From AI Chiplets, Backside Power, & Other Top Tech Trends
According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime…
- Chip Stock Investor Podcast
Episode 79: Massive Software Merger Wants to Bring AI to the World -- Synopsys Acquires Ansys
It’s official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the…
- Chip Stock Investor Podcast
Episode 78: Understanding Cybersecurity Cos and Stocks: From Hardware to Software With Derek Hanson from Yubico
Join Chip Stock Investor host Nick as he welcomes Derek Hanson, Vice President of Solutions Architecture and Standards at cybersecurity company Yubico. In this…
- Chip Stock Investor Podcast
Episode 77: 4 Investor Favorite Chip Stocks – What Will Happen In 2024?
In this episode of Chip Stock Investor, we delve into a discussion of some semiconductor players that we get asked about the most, including Arm Holding (ARM)…
- Chip Stock Investor Podcast
Episode 76: Aehr Test Systems Stock Clobbered Again -- What Happened & Is the EV and SiC Business Toast?
Aehr Test Systems stock has been hit hard once again. The automotive and EV chip market is dealing with excess inventory, due to a slowdown in growth as…
- Chip Stock Investor Podcast
Episode 75: Onsemi, Microchip, STMicro, and the Auto Chip Stock Meltdown
What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview…
- Chip Stock Investor Podcast
Episode 74: Qualcomm: 5G Phase 2, and 1 Of Our Top Semiconductor Stocks Of 2024
Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it…
- Chip Stock Investor Podcast
Episode 73: Stocks We Sold In 2023, and Stocks We Still Hold For 2024
At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick…
- Chip Stock Investor Podcast
Episode 72: Chip Stock Investor's Top Chip Stocks of 2024 (That Aren't Semiconductor Stocks!)
In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024! If you missed our…
- Chip Stock Investor Podcast
Episode 71: Chip Stock Investor's Top Chip Stocks of 2024
Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor…
- Chip Stock Investor Podcast
Episode 70:3 Small Cap Chip Stocks (AEHR, INDI, ACMR): Are They A Buy For 2024?
In this video, Chip Stock Investor reviews three popular small cap chip stocks, Aehr Test Systems (AEHR), indie Semiconductor (INDI), and ACM Research (ACMR)…
- Chip Stock Investor Podcast
Episode 69: Cybersecurity Stock Investor: Broadcom + VMware Shake-Up of Top Cybersecurity Stocks In 2024?
Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what…
- Chip Stock Investor Podcast
Special Episode: How to Invest In Semiconductor Stocks In 2024, and How Top Chip Companies Make Money
This educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different…
- Chip Stock Investor Podcast
Episode 68: Micron Confirms the PC and Smartphone Market Growth Is Back, 1 Memory Chip Stock We Like More (SIMO)
Micron Technology (MU) provided an update to its current quarter’s financial guidance, indicating that growth in the PC and smartphone market is making a…
- Chip Stock Investor Podcast
Episode 67: Is Broadcom (AVGO) Stock A Buy Now?
Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined…
- Chip Stock Investor Podcast
Episode 66: Is Nvidia Stock A Buy Now?
Nvidia blew away expectations again in Q3 as AI sales to a new breed of data centers continues at a breakneck pace. Additionally, Nvidia seems to be also…
- Chip Stock Investor Podcast
Episode 65: Does Applied Materials Legal Issues Mean ASML Is Next? And OpenAI Business Model Drama
It was a dramatic weekend in the high tech world. OpenAI fired its co-founder and CEO, Sam Altman, and the subsequent uprising has many scratching their heads…
- Chip Stock Investor Podcast
Episode 64: Nvidia H200 Is Coming, Will AMD and Intel “Catch Up” In the AI Arms Race?
Nvidia recently announced its newest GPU-powered system for AI training and inference, the H200. This will be the first using HBM3e (an updated version of…
- Chip Stock Investor Podcast
Episode 63: Tesla’s Lithium Refinery “A License to Print Money,” and Is Livent (LTHM) Stock Out Of Juice?
In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla…
- Chip Stock Investor Podcast
Episode 62: Warren Buffett’s Energy Bets Going Bust, and Air Products (APD) and Albemarle (ALB) Stock Disaster?
It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas…
- Chip Stock Investor Podcast
Episode 61: Qualcomm vs. Apple Stock -- 2 New Chips Attack the Big Laptop Market
Qualcomm is a mobile chipmaker and designer that has been trying to break into the laptop market for years. Apple has been a major player in laptops and made…
- Chip Stock Investor Podcast
Episode 60: Fortinet Stock Disaster -- Will A New Cybersecurity Service Jumpstart Growth?
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip…
- Chip Stock Investor Podcast
Episode 59: Is the Bear Market Really Over? Best Ultra-Long-Term Stocks to Buy Now
Many stocks, especially large- and mega-caps, have performed incredibly well in 2023. It would seem the bear market is a distant memory. But that’s not the…
- Chip Stock Investor Podcast
Episode 58: A New Semiconductor Recession? Onsemi, Aehr Test Systems, and Lattice Semiconductor Stocks Plummet
The end of October served up a nasty shock to some semiconductor stock investors. As interest rates rise and electric vehicles (EVs) become less affordable to…
- Chip Stock Investor Podcast
Episode 57: The “Infinitely Scalable” Business Model, and Are Semiconductors Really the “New Oil”?
Investors often talk about the beauty of software businesses being “infinitely scalable,” and why software stocks have greater potential than the “new oil”…
- Chip Stock Investor Podcast
Episode 56: 1 Top Chip Stock Making Waves In Healthcare and Drug Discovery (CDNS)
In this episode of Chip Stock Investor, Nick and Kasey review another stellar quarter from EDA (electronic design automation) software company Cadence Design…
- Chip Stock Investor Podcast
Episode 55: Is Intuitive Surgical Stock Sunk Because of Ozempic and GLP-1 Weight Loss Drugs?
Intuitive Surgical (ISRG) is one of our favorite “forever stocks” at Chip Stock Investor, best known for its Da Vinci robotic surgical system. The company's…
- Chip Stock Investor Podcast
Episode 54: Are Hopes For An End-of-Year Stock Rally Now Gone? Tesla (TSLA), Lam (LRCX), and Taiwan Semi (TSM)
In this video, we discuss the latest earnings reports from Tesla (TSLA), Lam Research (LRCX), and Taiwan Semi (TSM), and what they mean for a possible…
- Chip Stock Investor Podcast
ASML Q3 2023 Earnings Update: Is ASML Going to Miss Its 2025 Financial Targets?
ASML Holding is notching impressive growth in 2023, but management has now flagged 2024 as a "transition year." Customers still aren't making purchase orders…
- Chip Stock Investor Podcast
Episode 53: Are ASML’s Days of Lithography Dominance Coming to An End? ASML and Canon Stock Analysis
ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Japanese conglomerate Canon (CAJPY) is doubling…
- Chip Stock Investor Podcast
Episode 52: Aehr Test Systems Warning to the EV Industry, and Taiwan Semi’s Poor Stock Performance
Aehr Test Systems is a hyper-growth small-cap stock, but its huge run up in the last year has sent the valuation sky-high. Investors are split on the merits of…
- Chip Stock Investor Podcast
Episode 51: 3 Stocks We're Buying In October 2023 (AMAT, CRM, CROX)
It’s been a wild couple of months, with plenty of bad news weighing down the stock market: rising interest rates, political discord and dysfunction, renewed…
- Chip Stock Investor Podcast
Episode 50: 1 Cheap Chip Stock For October 2023 (Tower Semi), and How to Invest In The Sphere Las Vegas (SPHR)
In the last Chip Stock Investor video, we discussed two cheap small-cap chip stocks we're watching closely in the coming months. This time we're adding small…
- Chip Stock Investor Podcast
Episode 49: Photronics (PLAB) and Amkor (AMKR): Two Cheap Chip Stocks to Buy For the End of 2023?
Our last episode about ASML and the semiconductor lithography equipment market briefly discussed the photomask business Photronics (PLAB). Lithography is a…
- Chip Stock Investor Podcast
Episode 48: 5 Companies ASML Can’t Live Without
In our last video, we discussed the importance of ASML and the geopolitical risks (U.S. versus China) the company faces in the semiconductor landscape right…
- Chip Stock Investor Podcast
Episode 47: Everything You Need to Know About ASML Stock Right Now & Is ASML Stock A Top Buy Right Now?
ASML, the world's leading semiconductor lithography machine maker, faces serious geopolitical risks. Things could get even more complicated in 2024. In this…
- Chip Stock Investor Podcast
Episode 46: Enphase (ENPH) Stock Collapses -- Time to Buy? Buffett's Power Play, & Albemarle's (ALB) Lithium Bet
In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting…
- Chip Stock Investor Podcast
Episode 45: The Absolute Best Stock Investment You Can Make Through 2030?
It’s Chip Stock Investor’s 1-year anniversary on YouTube, and we’re celebrating by breaking down how semiconductor stocks have done -- and not just in 2023…
- Chip Stock Investor Podcast
Episode 44: Investing In China's Chip Manufacturing, Global Foundries' $4B Expansion, and ONTO's AI Customer
GlobalFoundries (GFS) just opened their new $4 billion expansion facility in Singapore to address future semiconductor demand. The company has weathered the…
- Chip Stock Investor Podcast
Episode 43: Warren Buffett’s Bad Tech Stock Pick (HPE), and PureStorage Keeps Growing Where Others Are Declining
Warren Buffet’s tech stock pick of HP (HPQ) seemed like it was a good play on the consumer tech market when we all were buying PC’s and printers while working…
- Chip Stock Investor Podcast
Episode 42: 3 Top Software Stocks That Can Thrive In the New Generative AI Computing Age
Salesforce, ServiceNow, and UiPath are cloud-based software service providers that help businesses get more efficient. Each has had bumps in the road during…
- Chip Stock Investor Podcast
Qualcomm Update: Did China & Huawei Just Force Qualcomm (QCOM) and Apple (AAPL) Into A Chip Deal? 5G Stock Analysis
Qualcomm and Apple just announced that they have extended their multi-year agreement for Qualcomm to supply 5G modem-RF systems to Apple for future iPhones…
- Chip Stock Investor Podcast
Episode 41: Is Qualcomm Stock Sunk Now That Huawei Has Its Own Advanced Smartphone Chips?
More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on…
- Chip Stock Investor Podcast
Episode 40: SoftBank Wants Your Cash (Arm Holding), & Did China Deal U.S. Chip Sanctions A Blow (Huawei, SMIC)
Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip…
- Chip Stock Investor Podcast
Episode 39:Chip Design and Software Development Integration – 2 Top Stocks to Watch Right Now (AVGO & CRWD)
The semiconductor and computing technology industry is undergoing a major transformation. As chips become more complex, the need for closer integration between…
- Chip Stock Investor Podcast
Episode 38: 5 Stocks We’re Buying In September 2023 (Including A Back-Door Investment In Elon Musk’s Starlink)
We're back with our top stocks we’re personally buying in the month of September 2023. We have some old Chip Stock Investor favorites, another buy into a…
- Chip Stock Investor Podcast
Episode 37: Nvidia's Secret AI Business (NVDA), TSMC Stock, and 1 AI Chip Stock's Dismal 2023 (AMBA)
Mellanox was a little-followed acquisition that Nvidia made in 2020, and it's now paying off big time. Nick and Kasey do a little digging and discuss just how…
- Chip Stock Investor Podcast
Episode 36: 2 Top Semiconductor Stocks That Are A Better Buy Right Now Than Nvidia?
Marvell, or as we affectionately call it, “Baby Broadcom,” released earnings last week and had a significant decline from last year. Data center sales dragged…
- Chip Stock Investor Podcast
Episode 35:2 Stocks With Fantastic Compound Growth Potential, and 1 Stock That May Not Be Long For This World
Synopsys is a leader in EDA (electronic design automation) software and has had great growth over the past decade. The company will have a new CEO in 2024, one…
- Chip Stock Investor Podcast
Episode 34: The Most Important Thing to Know About Nvidia Stock Right Now
Nvidia obliterated financial expectations in the second quarter. Revenue was $13.5 billion, versus the $11 billion forecast provided three months ago. Shares…
- Chip Stock Investor Podcast
Episode 33: 2 Super EV Chip Stocks to Buy Now, and 1 Terrible EV Chip Stock That Could Get A Lot Uglier
Wolfspeed, the self-proclaimed pure-play leader in silicon carbide (SiC) has captivated many investors based on its aggressive building of SiC manufacturing…
- Chip Stock Investor Podcast
Episode 32: 2 EV Chip Startup Stocks to Sell, and 2 Big Semiconductor AI Stocks to Buy?
There have been a lot of EV shenanigans lately. The VinFast IPO and Wolfspeed debacle are proof of that. Will indie Semiconductor and Navitas add to investor…
- Chip Stock Investor Podcast
Episode 31: Summer Market Meltdown, and 2 Small Semiconductor Stocks With Explosive Return Potential?
In this episode, we address two of our most frequently asked questions: –Why don't we cover more small-cap companies where the stock price has not…
- Chip Stock Investor Podcast
Episode 30: Nvidia’s AI Chip Breakthrough, Meta AI Fortunes, and Universal Display Readies For Huge 2024 Growth
Nvidia’s SIGGRAPH event last week held a host of releases and details of upcoming tech. We discuss two of the highlights from the event in this episode of Chip…