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 18: 1 Stock We Just Bought, 3 AI and EV Shenanigan Stocks, and 2 Base Material Stocks We Like Now

Episode 18: 1 Stock We Just Bought, 3 AI and EV Shenanigan Stocks, and 2 Base Material Stocks We Like Now

Earnings season is bearing down on us. But before we start treading water in the sea of new earnings reports, Chip Stock Investor wanted to discuss a stock we just bought. Nick and Kasey talk about AI...

21 Heinä 202343min

Episode 17: Huge Bull Market Coming For 2 Chip Stocks? Is Aehr Test Systems or Applied Materials the Better Buy?

Episode 17: Huge Bull Market Coming For 2 Chip Stocks? Is Aehr Test Systems or Applied Materials the Better Buy?

Aehr Test Systems is signalling massive growth in the year ahead, forecasting at least 50% revenue growth and at least 90% earnings growth for its new fiscal year. Silicon carbide (SiC), especially fo...

14 Heinä 202333min

Episode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You Think

Episode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You Think

In this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to think they are. These two companies have bu...

13 Heinä 202323min

Episode 15: AI's Impact On The Future of Cars -- Interview With NVIDIA's VP of Auto, Danny Shapiro

Episode 15: AI's Impact On The Future of Cars -- Interview With NVIDIA's VP of Auto, Danny Shapiro

NVIDIA is a leading provider of artificial intelligence (AI) technology, embodied by its work to power generative AI services like ChatGPT. But Nvidia is also making fast headway in the automotive ind...

11 Heinä 202328min

Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now

Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now

Apple's Vision Pro announcement was met with a lot of excitement last month. But, Apple stock has already priced in a lot of the hype. So how do you invest in the madness of Apple fans without investi...

11 Heinä 202335min

Episode 13: How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock)

Episode 13: How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock)

Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and when). How do we sift through all the pub...

29 Kesä 202317min

Episode 12: 4 Stocks To Buy Now Instead of Intel -- Even Though Intel Is Restructuring

Episode 12: 4 Stocks To Buy Now Instead of Intel -- Even Though Intel Is Restructuring

Intel released news that it's planning on restructuring its business by reporting its chip design and manufacturing businesses as separate entities. This may be a humble admission that things have not...

27 Kesä 202325min

Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?

Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?

We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth and market outperformance, there are a few ...

23 Kesä 202326min

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