Episode 10: The Next Bull Market? How Chip Fabs, Lithium, and Electric Vehicles Are Changing the World
The chip manufacturing market has been in a slump this year, but that is definitely not going to last long. All indications are pointing to chip manufacturing equipment sales skyrocketing in the next ...
21 Kesä 202321min
Episode 9: Intel's Massive Bet On Germany, Micron Opens Shop In India, and Chip Fab Wars Heat Up
Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11 billion subsidy to build a $33 billion ch...
21 Kesä 202315min
Episode 8: Nvidia Leveled the Cloud Competition, Cloud Stocks to Buy Now, and Why We Like DigitalOcean Stock
Nvidia's chips for high-performance compute and AI have absolutely leveled the playing field in the cloud computing market, perhaps even commoditizing the tech in many ways. Plugging Nvidia hardware i...
19 Kesä 202316min
Episode 7:AMD's OK AI Event, Apple Takes On Nvidia, & Is Pure Storage Stock Better Than Micron?
AMD (NASDAQ: AMD) released some impressive, ground-breaking news at a recent AI event. Or did they? Will AMD's AI chips effectively take on the leader in this space, Nvidia (NASDAQ: NVDA)? Apple (NAS...
19 Kesä 202333min
Episode 6: The Semiconductor Bull Market Is Coming -- 3 Stocks to Buy Now
Last week, Chip Stock Investor released a new semiconductor manufacturing equipment index. This week, we take a look at how to use this index in your personal research and portfolio building, and the ...
14 Kesä 202331min
Episode 5: Data Center and AI Energy --What Stocks Are Worth Buying? Plus, New Metaverse Hype and Stock Pawners
Apple (AAPL) recently released the details of their new Vision Pro headset that will go up against the Meta Quest 3 (META) for virtual reality entertainment -- and maybe more? Metaverse hype (again) a...
8 Kesä 202335min
Episode 4: Broadcom Semiconductor Stock Analysis, and Why the New AI Era Favors Chip Stocks
The rise of generative artificial intelligence (AI) services like ChatGPT is having a major impact on the semiconductor industry. AI applications, such as machine learning and deep learning, are drivi...
6 Kesä 202332min
Episode 3: Investing in Cybersecurity Stocks: A Look at Palo Alto Networks, Fortinet, and SentinelOne
Let's take a look at the cybersecurity market and analyze some of the top stocks in the industry. We focus on the biggest security software pure-plays, Palo Alto Networks (PANW) and Fortinet (FTNT). W...
2 Kesä 202330min
