Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to...
25 Jul 20258min
Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like...
25 Jul 202510min
Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>ASML stock had a "rough" week after Q2 2025 earnings. But customer upgrades to EUV (...
21 Jul 202517min
Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Power's (MPWR stock) fabless business model has helped make it a market-beating inve...
11 Jul 20259min
Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing cre...
7 Jul 202516min
Episode 319: Small Investment Bets Mid-Year Review 2025
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small b...
7 Jul 202514min
Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com<br>Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the bus...
28 Jun 20256min
Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence th...
27 Jun 202515min
