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 300: Hot Chips, Cool Moves: Lam Research Stays Strong Despite Tariffs

Episode 300: Hot Chips, Cool Moves: Lam Research Stays Strong Despite Tariffs

Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and s...

26 Apr 202511min

Episode 299: Top Robotics Stocks to Consider After the Latest Earnings Results

Episode 299: Top Robotics Stocks to Consider After the Latest Earnings Results

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-...

25 Apr 202514min

Episode 298:The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)

Episode 298:The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Investors were clamoring for humanoid robot stocks earlier this year, but some of the m...

23 Apr 202516min

Episode 297: Tariffs, Trade Wars, and ASML: The Growth Story Is NOT Over

Episode 297: Tariffs, Trade Wars, and ASML: The Growth Story Is NOT Over

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25ASML reported great earnings this week, including keeping its 2025 financial guidance unchange...

22 Apr 202510min

Episode 295:Bear Market Incoming? What Will Happen to Chip Stocks? How Should Investors Prepare?

Episode 295:Bear Market Incoming? What Will Happen to Chip Stocks? How Should Investors Prepare?

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip stocks are already in a bear market, but they got some rest with an announced paus...

17 Apr 202513min

Episode 296: Nvidia and TSMC Pledge Huge Investments to Address Tariffs – NVDA and TSM Stock Analysis

Episode 296: Nvidia and TSMC Pledge Huge Investments to Address Tariffs – NVDA and TSM Stock Analysis

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff...

17 Apr 202512min

Episode 294: New Era For Chip Stocks – Why We’re Buying the “Nvidia of Power Chips” Right Now

Episode 294: New Era For Chip Stocks – Why We’re Buying the “Nvidia of Power Chips” Right Now

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Market meltdown Semi Insider annual membership sale: https://ko-fi.com/chipstockinvesto...

16 Apr 202514min

Episode 293: Combating Destructive Mindsets When Investing During A Stock Market Crash

Episode 293: Combating Destructive Mindsets When Investing During A Stock Market Crash

Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? Th...

9 Apr 202514min

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