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
Quick Update: Is Digital Ocean Stock In Trouble?
Digital Ocean stock is one of our favorite cloud computing infrastructure companies. Last week after the earnings call, the company had a huge drop in stock…
- Chip Stock Investor Podcast
Episode 29: 3 Semiconductor Stocks to Sell Now? Texas Instruments, Qualcomm, and Skyworks Solutions
Texas Instruments has been an investor favorite for its decades of growth, high dividends, and share buybacks. Will that continue to be relevant with the…
- Chip Stock Investor Podcast
Episode 28: Fortinet Stock Crash – What Happened? Lessons Learned? 2023 Tech Updates!
One of the leading cybersecurity stocks Fortinet (FTNT) crashed 25% following earnings and an update on 2023 guidance. Chip Stock Investor breaks down what…
- Chip Stock Investor Podcast
Episode 27: 7 Stocks We're Buying In August: The Next Secular Growth Leaders For the 2020s?
The stock market is full of opportunities right now, and Chip Stock Investor is on the lookout for great deals on growing businesses. In this video, we'll be…
- Chip Stock Investor Podcast
Episode 26: A New “Chip War” Is Emerging For Energy Independence -- Onsemi, Monolithic Power, and Albemarle
A new “chip war” is emerging, and energy independence is at the heart of it. The world is facing an energy crisis, and the demand is skyrocketing for…
- Chip Stock Investor Podcast
Episode 25: AMD, Lattice, and Arista Networks – 3 Top AI Buy-and-Hold Stocks For the Next Decade?
Earnings season continues, and AI continues to be a hot topic! Equally hot stock AMD reported earnings, and it looks like the company's work in AI is not going…
- Chip Stock Investor Podcast
Episode 24:What Is A Superconductor? And Can Investors Bet On Superconductor Developments?
Social media is on fire in the last week thanks to LK-99, a new superconductor developed and currently being tested by scientists around the globe…
- Chip Stock Investor Podcast
Episode 23: 5 Chip Stocks For Second Half 2023: AI and EV Hype Turning Into Real Financial Results
KLA Corporation and Lam Research are two of the top 5 companies in the semiconductor manufacturing equipment industry. Their recent financial updates didn't…
- Chip Stock Investor Podcast
Episode 22: End Of Earnings Recession? Top Growth Stocks For The Second Half of 2023
Big tech companies such as Meta, Tesla, Microsoft and Alphabet have all reported quarterly earnings, and its been better than we hoped it would be. It looks…
- Chip Stock Investor Podcast
Episode 21: 2 AI Semiconductor Stocks You Need To Know About Right Now
In the biotech world, Cathie Wood and Ark Invest stock Quantum Si has been hot. The company has created a novel application for semiconductor technology, with…
- Chip Stock Investor Podcast
Episode 20: 1 Top AI Stock That Could Be the Best Buy And Hold For the Next 50 years!
Chip Stock Investors Nick and Kasey circle back to one of their top holdings, and their largest healthcare technology stock holding, Intuitive Surgical. The…
- Chip Stock Investor Podcast
Episode 19: 2023 Best AI Stocks to Buy: Tesla, ASML, Taiwan Semiconductor, Nvidia, or Qualcomm?
AI stocks started to falter as second quarter 2023 earnings season kicked off. Investors were disappointed by financial updates provided by Tesla, ASML, and…
- Chip Stock Investor Podcast
Episode 18: 1 Stock We Just Bought, 3 AI and EV Shenanigan Stocks, and 2 Base Material Stocks We Like Now
Earnings season is bearing down on us. But before we start treading water in the sea of new earnings reports, Chip Stock Investor wanted to discuss a stock we…
- Chip Stock Investor Podcast
Episode 17: Huge Bull Market Coming For 2 Chip Stocks? Is Aehr Test Systems or Applied Materials the Better Buy?
Aehr Test Systems is signalling massive growth in the year ahead, forecasting at least 50% revenue growth and at least 90% earnings growth for its new fiscal…
- Chip Stock Investor Podcast
Episode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You Think
In this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to…
- Chip Stock Investor Podcast
Episode 15: AI's Impact On The Future of Cars -- Interview With NVIDIA's VP of Auto, Danny Shapiro
NVIDIA is a leading provider of artificial intelligence (AI) technology, embodied by its work to power generative AI services like ChatGPT. But Nvidia is also…
- Chip Stock Investor Podcast
Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now
Apple's Vision Pro announcement was met with a lot of excitement last month. But, Apple stock has already priced in a lot of the hype. So how do you invest in…
- Chip Stock Investor Podcast
Episode 13: How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock)
Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and…
- Chip Stock Investor Podcast
Episode 12: 4 Stocks To Buy Now Instead of Intel -- Even Though Intel Is Restructuring
Intel released news that it's planning on restructuring its business by reporting its chip design and manufacturing businesses as separate entities. This may…
- Chip Stock Investor Podcast
Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?
We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth…
- Chip Stock Investor Podcast
Throwback Thursday: BEFORE Generative AI Went Viral & Nvidia Became A Trillion Dollar Company
Nvidia isn't just a semiconductor company anymore. The company has been transforming itself into a full-stack developer, running the gamut from chip to…
- Chip Stock Investor Podcast
Episode 10: The Next Bull Market? How Chip Fabs, Lithium, and Electric Vehicles Are Changing the World
The chip manufacturing market has been in a slump this year, but that is definitely not going to last long. All indications are pointing to chip manufacturing…
- Chip Stock Investor Podcast
Episode 9: Intel's Massive Bet On Germany, Micron Opens Shop In India, and Chip Fab Wars Heat Up
Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11…
- Chip Stock Investor Podcast
Episode 8: Nvidia Leveled the Cloud Competition, Cloud Stocks to Buy Now, and Why We Like DigitalOcean Stock
Nvidia's chips for high-performance compute and AI have absolutely leveled the playing field in the cloud computing market, perhaps even commoditizing the tech…
- Chip Stock Investor Podcast
Episode 7:AMD's OK AI Event, Apple Takes On Nvidia, & Is Pure Storage Stock Better Than Micron?
AMD (NASDAQ: AMD) released some impressive, ground-breaking news at a recent AI event. Or did they? Will AMD's AI chips effectively take on the leader in this…
- Chip Stock Investor Podcast
Episode 6: The Semiconductor Bull Market Is Coming -- 3 Stocks to Buy Now
Last week, Chip Stock Investor released a new semiconductor manufacturing equipment index. This week, we take a look at how to use this index in your personal…
- Chip Stock Investor Podcast
Episode 5: Data Center and AI Energy --What Stocks Are Worth Buying? Plus, New Metaverse Hype and Stock Pawners
Apple (AAPL) recently released the details of their new Vision Pro headset that will go up against the Meta Quest 3 (META) for virtual reality entertainment --…
- Chip Stock Investor Podcast
Episode 4: Broadcom Semiconductor Stock Analysis, and Why the New AI Era Favors Chip Stocks
The rise of generative artificial intelligence (AI) services like ChatGPT is having a major impact on the semiconductor industry. AI applications, such as…
- Chip Stock Investor Podcast
Episode 3: Investing in Cybersecurity Stocks: A Look at Palo Alto Networks, Fortinet, and SentinelOne
Let's take a look at the cybersecurity market and analyze some of the top stocks in the industry. We focus on the biggest security software pure-plays, Palo…
- Chip Stock Investor Podcast
Episode 2: Marvell Technology and Super Micro Computers: Are They Still a Buy After Soaring On AI Optimism?
Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both…
- Chip Stock Investor Podcast
Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?
Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will…