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 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?

Episode 284: Nvidia GTC 2025: Too Late to Invest In AI and Data Centers?

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the ...

24 Mar 202512min

Episode 283: Broadcom's AI Momentum -- What to Expect From the Semiconductor Leader In 2025

Episode 283: Broadcom's AI Momentum -- What to Expect From the Semiconductor Leader In 2025

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/...

18 Mar 202519min

Episode 282: Don't Buy The CoreWeave IPO Until You Watch This

Episode 282: Don't Buy The CoreWeave IPO Until You Watch This

CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Mic...

14 Mar 202525min

Episode 281: Pure Storage -- Should You Buy The Dip?

Episode 281: Pure Storage -- Should You Buy The Dip?

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the wo...

11 Mar 202511min

Episode 280: The Next 15 years Of Logic Chip Technology -- How to Invest?

Episode 280: The Next 15 years Of Logic Chip Technology -- How to Invest?

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. What will logic chip technology look like in the next 15 years? And ...

9 Mar 202523min

Episode 279: Will Lattice Semiconductor Make A Comeback In 2025?

Episode 279: Will Lattice Semiconductor Make A Comeback In 2025?

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Despite a rough 2024, key factors like new management, market growth...

5 Mar 202510min

Episode 278: The Trade Desk Flops -- Is the Company In Trouble? Time to Buy TTD Stock In 2025?

Episode 278: The Trade Desk Flops -- Is the Company In Trouble? Time to Buy TTD Stock In 2025?

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in tr...

3 Mar 202516min

Episode 277: Does the Market Hate Nvidia Stock Now? Is It Time to Sell? Chip Stock Investor NVDA Analysis

Episode 277: Does the Market Hate Nvidia Stock Now? Is It Time to Sell? Chip Stock Investor NVDA Analysis

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Nvidia earnings were great, so why does the market still hate the st...

28 Feb 202515min

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