Chip Stock Investor Podcast21 Jul 2023

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 stock and EV stock hype. They then review the iShares Global Metals & Mining ETF (PICK), and a few small companies in the mining industry, both in lithium mining and in rare earth elements. With the world in dire need of new infrastructure investment, they review why investing in mining stocks at opportunistic times could be highly complementary to a semiconductor and tech stock portfolio. In this video, Chip Stock Investor reviews: 1. What we are buying: Enphase Energy (ENPH) 2. How the China export license rules on germanium and gallium will affect semiconductor companies 3. Why Wolfspeed is not our top bet in the silicon carbide (SiC) chip space 4. Analyze two small-cap companies, Rambus and Applied Digital, and discuss whether these stocks are primarily fluff or substance 5. Introduce the mining industry via an ETF, ticker symbol "PICK" 6. Lithium mining company Livent (LTHM), which has plans to merge with Australian company Allkem (OROCF) 7. MP Materials (MP), a company that mines rare earth elements and has big plans on refining these metals in North America Watch this video now to stay up-to-date on this highly profitable adjacent industry to the world of semiconductors. ☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction 👇 https://ko-fi.com/chipstockinvestor

Nicholas Rossolillo owns shares of Enphase & On Semiconductor.

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Episoder(492)

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