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 engine of the world, and how to invest in its growth.

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Jaksot(465)

Episode 197: Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next 15 Years

Episode 197: Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next 15 Years

Will Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of...

26 Elo 202416min

Episode 196: 3 Small-Cap Chip Stocks – Are They Still On Course For Big Investment Returns?

Episode 196: 3 Small-Cap Chip Stocks – Are They Still On Course For Big Investment Returns?

The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywate...

26 Elo 202419min

Episode 195: Nvidia’s Next Big AI Hit? Is NVDA Stock A Buy?

Episode 195: Nvidia’s Next Big AI Hit? Is NVDA Stock A Buy?

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are i...

26 Elo 202418min

Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock

Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock

Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is grow...

14 Elo 202412min

Episode 193: Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)

Episode 193: Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not i...

13 Elo 202411min

Episode 192: ASML's High-NA EUV Breakthrough: Massive Investment Returns Ahead?

Episode 192: ASML's High-NA EUV Breakthrough: Massive Investment Returns Ahead?

ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way fo...

13 Elo 202416min

Episode 191:Airbnb Just Signaled A Recession Is Coming… Or the Stock Is Really Cheap

Episode 191:Airbnb Just Signaled A Recession Is Coming… Or the Stock Is Really Cheap

For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead fo...

13 Elo 202417min

Episode 190: New Amazon (AMZN) Chips Are Coming – Are They “Nvidia Killers?”

Episode 190: New Amazon (AMZN) Chips Are Coming – Are They “Nvidia Killers?”

Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's ...

9 Elo 202416min

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