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 173: Is AEHR Getting Ready For Takeoff? Aehr Test Systems Stock Update

Episode 173: Is AEHR Getting Ready For Takeoff? Aehr Test Systems Stock Update

Aehr Test Systems stock is on FIRE the last few days, but the official earnings report isn't until next week... What's fueling this surge? This isn't your typical chip stock hype – Aehr has actually D...

17 Jul 202411min

Episode 172: Don't Think About Investing In Cloudflare Until You Know About This Data Center Stock -- NET Stock

Episode 172: Don't Think About Investing In Cloudflare Until You Know About This Data Center Stock -- NET Stock

Interested in Cloudflare stock? You need to know about Akamai and its critical role in the internet first! This episode provides a history of how the global IT infrastructure was pieced together, how ...

10 Jul 202419min

Episode 171: 1 Of Our Favorite Chip Stocks Is Up Over 40% In Less Than 3 Months – Too Late to Buy? (ACLS)

Episode 171: 1 Of Our Favorite Chip Stocks Is Up Over 40% In Less Than 3 Months – Too Late to Buy? (ACLS)

Axcelis Technologies is one of our favorite chip stocks of the moment, and it's up over 40% in less than three months! We discuss what's driving the performance, market segments for this part of the s...

10 Jul 202419min

Episode 170: Is This Small, High-Growth Stock the Ultimate Pick in EV And Lithium Stocks? ASPN Analysis

Episode 170: Is This Small, High-Growth Stock the Ultimate Pick in EV And Lithium Stocks? ASPN Analysis

In this episode, we dive into a small company called Aspen AeroGels, a company at the crossroads of advanced thermal insulation and electric vehicle battery technology. Learn about the company's posit...

6 Jul 202422min

Episode 169: Is BE Semi (BESI) An Underrated Find In The World Of Semiconductor Packaging Equipment?

Episode 169: Is BE Semi (BESI) An Underrated Find In The World Of Semiconductor Packaging Equipment?

In this episode of Chip Stock Investor, we take a deep dive into BE Semiconductor (BESI), a leader in chip packaging. Learn about BESI's role in the semiconductor manufacturing process, its financial ...

5 Jul 202422min

Episode 168: 1 Hot Medical Technology Stock Up 100% In 2024 -- Too Late to Buy? TMDX Analysis

Episode 168: 1 Hot Medical Technology Stock Up 100% In 2024 -- Too Late to Buy? TMDX Analysis

TransMedics (TMDX) stock has been on a tear. How is this innovative biotech company changing the game in organ transplantation? Learn about their unique machine that keeps organs alive during transpor...

3 Jul 202426min

Episode 167: Nvidia Started A Data Center Energy Race – 1 New Stock Powering the Trend? GEV Analysis

Episode 167: Nvidia Started A Data Center Energy Race – 1 New Stock Powering the Trend? GEV Analysis

In this episode of Chip Stock Investor, we dive deep into GE Vernova's position in the current bull market, focusing on energy trends in light of the semiconductor industry. We discuss the growing ele...

1 Jul 202429min

Episode 166: Micron’s (MU) Epic Good News For AI Chip Stocks – Time to Buy Now?

Episode 166: Micron’s (MU) Epic Good News For AI Chip Stocks – Time to Buy Now?

Join us on Chip Stock Investor as we delve into Micron’s (MU) impressive Q3 2024 earnings, revealing a remarkable $6.8 billion in revenue—up 82% year-over-year. Nick and Kasey discuss why AI is a majo...

28 Jun 202424min

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