Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)
Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working o...
19 Touko 202511min
Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers
CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to s...
19 Touko 202510min
Episode 306: Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock...
14 Touko 202512min
Episode 305: Lattice & FPGA Market Dynamics after Intel's Altera Move
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May...
12 Touko 202512min
Episode 304: AMD's Secret Weapon That Investors Keep Overlooking
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May...
11 Touko 202510min
Episode 303: Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis
Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's ...
11 Touko 20257min
Episode 302: Long-Term Compounders To Hold During Tough Economic Times
Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/Investors had a brief scare when U.S. GDP contracted in Q...
11 Touko 202515min
Episode 301: Intel's Struggles Are Far From Over -- INTC Stock Analysis
Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/Get 25% off an annual membership with this link: https...
28 Huhti 202512min
