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(464)

Episode 140: Best Growth Stocks For 2020s: Cybersecurity Trends & Fortinet (FTNT) Analysis

Episode 140: Best Growth Stocks For 2020s: Cybersecurity Trends & Fortinet (FTNT) Analysis

Chip Stock Investor has big cybersecurity industry updates. Private equity and big tech clearly see value in security software, and investors should take note. The changes are illustrated by moves tha...

9 Mai 202430min

Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update

Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update

Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by Warren Buffett's long-term approach of foc...

9 Mai 202419min

Episode 138: Onsemi (ON) Bakes Less Cakes, Axcelis (ACLS) & Aehr (AEHR) Stocks Get Hit

Episode 138: Onsemi (ON) Bakes Less Cakes, Axcelis (ACLS) & Aehr (AEHR) Stocks Get Hit

This video from Chip Stock Investor cracks the code on finding winning chip stocks for 2024, like Onsemi's electric vehicle technology and 2 hidden gems you won't hear about anywhere else! We'll use a...

9 Mai 202419min

Episode 137: Unlock The Secret Behind Google's $20 Billion Payment To Apple - Calculate It Yourself!

Episode 137: Unlock The Secret Behind Google's $20 Billion Payment To Apple - Calculate It Yourself!

This Chip Stock Investor video breaks down Google's massive $20 billion annual payment to Apple for default search engine status on iOS. This is what's at the heart of the DOJ case against Google's in...

5 Mai 20248min

Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)

Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)

This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip marke...

5 Mai 20249min

Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value

Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value

Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kas...

5 Mai 202419min

Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock

Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock

AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market – and why AI...

5 Mai 202414min

Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks

Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks

Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks? Nick highlights the digita...

4 Mai 202416min

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