Episode 41: Is Qualcomm Stock Sunk Now That Huawei Has Its Own Advanced Smartphone Chips?
More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on billions of dollars in business. And that...
9 Syys 202315min
Episode 40: SoftBank Wants Your Cash (Arm Holding), & Did China Deal U.S. Chip Sanctions A Blow (Huawei, SMIC)
Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip breakthrough. The silicon powering the Ma...
8 Syys 202344min
Episode 39:Chip Design and Software Development Integration – 2 Top Stocks to Watch Right Now (AVGO & CRWD)
The semiconductor and computing technology industry is undergoing a major transformation. As chips become more complex, the need for closer integration between chip design and software development is ...
5 Syys 202327min
Episode 38: 5 Stocks We’re Buying In September 2023 (Including A Back-Door Investment In Elon Musk’s Starlink)
We're back with our top stocks we’re personally buying in the month of September 2023. We have some old Chip Stock Investor favorites, another buy into a recent bet on the lithium and EV market, and a...
1 Syys 202321min
Episode 37: Nvidia's Secret AI Business (NVDA), TSMC Stock, and 1 AI Chip Stock's Dismal 2023 (AMBA)
Mellanox was a little-followed acquisition that Nvidia made in 2020, and it's now paying off big time. Nick and Kasey do a little digging and discuss just how much of an effect that the acquisition ha...
30 Elo 202331min
Episode 36: 2 Top Semiconductor Stocks That Are A Better Buy Right Now Than Nvidia?
Marvell, or as we affectionately call it, “Baby Broadcom,” released earnings last week and had a significant decline from last year. Data center sales dragged down the numbers, with automotive being t...
29 Elo 202332min
Episode 35:2 Stocks With Fantastic Compound Growth Potential, and 1 Stock That May Not Be Long For This World
Synopsys is a leader in EDA (electronic design automation) software and has had great growth over the past decade. The company will have a new CEO in 2024, one that has been at Synopsys for decades. S...
25 Elo 202331min
Episode 34: The Most Important Thing to Know About Nvidia Stock Right Now
Nvidia obliterated financial expectations in the second quarter. Revenue was $13.5 billion, versus the $11 billion forecast provided three months ago. Shares are at all-time highs, and there is little...
24 Elo 202318min
