Episode 46: Enphase (ENPH) Stock Collapses -- Time to Buy? Buffett's Power Play, & Albemarle's (ALB) Lithium Bet

Episode 46: Enphase (ENPH) Stock Collapses -- Time to Buy? Buffett's Power Play, & Albemarle's (ALB) Lithium Bet

In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting energy play. Indeed, Apple (AAPL) comprises nearly half of Warren Buffet's stock portfolio. However, Buffett's investment conglomerate has enjoyed ongoing growth, in part, driven by it’s subsidiary energy businesses -- including measured bets on renewables like natural gas and hydrogen. Albemarle has been our favorite pick in lithium mining and with their proposal to Liontown Resources, could become even more of a Lithium giant. Why has the stock taken such a beating? Will the lithium market improve, and what bearing do commodity prices have on Albemarle? Enphase is a leading provider of microinverters, which are devices that convert solar energy into electricity usable in the home. It's been expanding into more of a platform, with energy storage batteries, EV chargers, and solar system management software now available. We recently made a small purchase of Enphase stock in August. Since then, shares have continued to drop. Why? And what is the future growth opportunity for Enphase? If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of BRK.B, Albemarle, and Enphase

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(459)

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Jul 15min

Jensen Called Marvell a $1T Stock — We're Not Buying It

Jensen Called Marvell a $1T Stock — We're Not Buying It

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Jul 11min

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Jul 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Jul 10min

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...

30 Jun 17min

AppLovin Stock: Is It Time to Buy the Dip?

AppLovin Stock: Is It Time to Buy the Dip?

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning...

27 Jun 12min

AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments

AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Ins...

25 Jun 14min

SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive Sp...

24 Jun 31min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
rss-skravla-gar
rss-pa-konto
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
finansredaksjonen
okonomiamatorene
utbytte
liberal-halvtime
lederpodden
rss-kron-podden
paretopodden
rss-impressions-2