Chip Stock Investor Podcast8 Kesä 2023

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 -- and maybe more? Metaverse hype (again) aside, it's not just Apple and Meta that could benefit from the adoption of these headsets. Learn which companies can benefit from sales of these devices. Meanwhile, Intel (INTC) quietly said it will sell some $1.5 billion worth of Mobileye (MBLY) shares. What does this mean for investors in Mobileye stock? Powering semiconductor manufacturing equipment, data centers, and large generative AI services is no small task -- especially given the rising energy needs for all things tech. Companies like Advanced Energy Industries (AEIS) are behind-the-scenes solving many of those energy needs. Air Products and Chemicals (APD) is another top name in this space, and a recent addition to the Chip Stock Investor portfolio. Are these semiconductor industry adjacent stocks a good investment right now? Nick and Kasey discuss all the above on this episode of Chip Stock Investor.

If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕ https://ko-fi.com/chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas Rossolillo owns shares of Broadcom, Qualcomm, Apple, Meta, & Air Products.

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Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

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SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

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Micron Passed 4 of 5 — Here's the One That Didn't

Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and bal...

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