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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Episoder(465)

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

Join us on Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.a...

28 Aug 20258min

Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?

Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?

Join us on Discord with Semiconductor Insider, sign up on our website:www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: http...

25 Aug 202510min

Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges

Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here:...

22 Aug 202511min

What Happened To Applied Materials? AMAT Stock Analysis

What Happened To Applied Materials? AMAT Stock Analysis

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: htt...

18 Aug 202514min

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here:...

14 Aug 202512min

What Happened to Fortinet? FTNT Stock Analysis

What Happened to Fortinet? FTNT Stock Analysis

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipFortinet stock got clobbered following its Q2 2025 earnings update. What happened? Chip Stock...

11 Aug 202515min

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: htt...

7 Aug 202527min

Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?

Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>It's been a couple of years since Chip Stock Investor reviewed small chip manufactur...

7 Aug 20259min

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