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)

Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)

Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working o...

19 Mai 202511min

Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers

Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to s...

19 Mai 202510min

Episode 306: Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor

Episode 306: Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock...

14 Mai 202512min

Episode 305: Lattice & FPGA Market Dynamics after Intel's Altera Move

Episode 305: Lattice & FPGA Market Dynamics after Intel's Altera Move

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May...

12 Mai 202512min

Episode 304: AMD's Secret Weapon That Investors Keep Overlooking

Episode 304: AMD's Secret Weapon That Investors Keep Overlooking

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May...

11 Mai 202510min

Episode 303: Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis

Episode 303: Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis

Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's ...

11 Mai 20257min

Episode 302: Long-Term Compounders To Hold During Tough Economic Times

Episode 302: Long-Term Compounders To Hold During Tough Economic Times

Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/Investors had a brief scare when U.S. GDP contracted in Q...

11 Mai 202515min

Episode 301: Intel's Struggles Are Far From Over -- INTC Stock Analysis

Episode 301: Intel's Struggles Are Far From Over -- INTC Stock Analysis

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/Get 25% off an annual membership with this link: https...

28 Apr 202512min

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