3 Year Anniversary For Chip Stock Investor | How Did We Do?

3 Year Anniversary For Chip Stock Investor | How Did We Do?

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership


Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we’re celebrating by reviewing our journey and the performance of semiconductor stocks we’ve discussed. From Nvidia and AMD to Qualcomm, Broadcom and more, we'll recap how these companies have fared and our strategy for allocating investments in secular growth trends. We also discuss the performance of semiconductor ETFs like SOXX and SMH, and why handpicking stocks could be a better approach. Stick around until the end for our insights on future trends in the semiconductor industry and beyond. Thanks for being with us on for the last three years. Here's to many more!


Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form


********************************************************


Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!


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.


#chipstockinvestor #nvidia #asml #intel #qualcomm #amd #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks



Timestamps:

(00:00) Reflecting on Past Videos and Investments

(02:13) Performance Review of Semiconductor Stocks

(03:27) Analyzing Semiconductor ETFs

(05:56) Understanding Secular Growth Trends

(09:54) Navigating Bull and Bear Markets

(16:59) Future Predictions and Market Cycles

(20:45) Closing Remarks and Future Outlook


Nick and Kasey own shares of what we told you in the video.

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

Episoder(494)

The AI Agent Problem That Is Priced In

The AI Agent Problem That Is Priced In

We trimmed Palo Alto Networks (PANW) and CrowdStrike (CRWD).This episode covers the secular trend behind cybersecurity spending and why both names stay core to the thesis, just at a smaller position s...

24 Sep 11min

Why We're Hedging AppLovin's 80% Margins

Why We're Hedging AppLovin's 80% Margins

AppLovin (APP) runs a 77.7% operating margin, but its revenue growth is slowing, and that combination draws competition. We just took a position in Unity Software (U). This episode walks through the d...

24 Sep 6min

Twist Bioscience Soared — We're Still Not Buying

Twist Bioscience Soared — We're Still Not Buying

Twist Bioscience (TWST) just had a massive run-up after Anthropic's protein design results put its DNA synthesis platform in the spotlight. Here's what's really driving the stock — and whether it's st...

17 Sep 14min

The Fastest-Growing Chip Stock Is Also the Most Hated

The Fastest-Growing Chip Stock Is Also the Most Hated

We compare Credo (CRDO) against Broadcom (AVGO), Marvell (MRVL), and Astera Labs (ALAB) on revenue growth, gross margin, operating margin, and free cash flow margin — four fabless companies selling in...

15 Sep 13min

AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and...

14 Sep 12min

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the...

10 Sep 15min

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure...

10 Sep 19min

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept BioRobotics is down roughly 80% from its 2025 highs but the technology behind its Aquablation system genuinely works. So why won't we put PRCT in our portfolio?Procept (PRCT) has one of the mo...

10 Sep 28min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
lederpodden
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
utbytte
pengesnakk
stormkast-med-valebrokk-stordalen
rss-orjasater
morgenkaffen-med-finansavisen
finansredaksjonen
liberal-halvtime
rss-markedspuls-2
rss-fa-makro