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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Episode 181: Buy the Dip In This Top AI Data Center Cooling Stock? Vertiv (VRT Stock) Analysis

Episode 181: Buy the Dip In This Top AI Data Center Cooling Stock? Vertiv (VRT Stock) Analysis

🔥🔥Join Moomoo and get the benefits here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 mo...

25 Heinä 202418min

Episode 180: The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia

Episode 180: The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia

The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to ...

24 Heinä 202422min

Episode 179: Will the U.S., Intel, and China Sink Taiwan Semiconductor Manufacturing Stock?

Episode 179: Will the U.S., Intel, and China Sink Taiwan Semiconductor Manufacturing Stock?

After an epic first half of 2024, chip stocks got hit hard. Fears of rising geopolitical tensions were blamed. And yet, through it all, leading edge third-party chipmaker Taiwan Semiconductor Manufact...

22 Heinä 202413min

Episode 178: Investors MUST Know This Before Buying the CrowdStrike Stock Dip! CRWD and Microsoft Service Outage

Episode 178: Investors MUST Know This Before Buying the CrowdStrike Stock Dip! CRWD and Microsoft Service Outage

Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really need to know a couple items before doing so...

22 Heinä 202420min

Episode 177: ASML Stock Correction – When Is the Next Wave of Growth Coming?

Episode 177: ASML Stock Correction – When Is the Next Wave of Growth Coming?

After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an otherwise as-expected quarterly update, an ASML s...

17 Heinä 202415min

Episode 176: Are EV Stocks Ready to Rally In 2024 and Beyond? 1 Top Small-Cap Company (AEHR) Thinks So

Episode 176: Are EV Stocks Ready to Rally In 2024 and Beyond? 1 Top Small-Cap Company (AEHR) Thinks So

Small-cap stocks are heating up on hopes the U.S. Federal Reserve may cut rates later this year. Small chip stocks like Aehr Test Systems (AEHR) are also on the rise as the next wave of EV growth may ...

17 Heinä 202418min

Episode 175: 1 Top Chip Stock Could Be the Next ASML Holding? ONTO Innovation Lithography Analysis

Episode 175: 1 Top Chip Stock Could Be the Next ASML Holding? ONTO Innovation Lithography Analysis

Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about the shift from traditional organic material...

17 Heinä 202421min

Episode 174: AI Chip Packaging Revolution – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years

Episode 174: AI Chip Packaging Revolution – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years

The semiconductor industry may be headed from just over $500 billion in global annual sales in 2023, to $1 trillion by 2030. If that's to happen, semiconductor manufacturing will need to come up with ...

17 Heinä 202415min

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