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 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing key takeaways for investors. We'll delv...

4 Mai 202414min

Episode 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024

Episode 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024

This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax." Despite the initial...

3 Mai 202414min

Episode 130: Top 3 Must-Fix Problems For Tesla In 2024 -- TSLA Stock Updates!

Episode 130: Top 3 Must-Fix Problems For Tesla In 2024 -- TSLA Stock Updates!

Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines ...

3 Mai 202417min

Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems

Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems

Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the t...

23 Apr 202416min

Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?

Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?

A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve i...

22 Apr 202412min

Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)

Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)

Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but prof...

22 Apr 20245min

Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024

Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024

ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip ma...

22 Apr 202411min

Episode 125: Qualcomm Stock Is Beating the Market On AI Optimism – Top Value Stock 2024 to Buy Now?

Episode 125: Qualcomm Stock Is Beating the Market On AI Optimism – Top Value Stock 2024 to Buy Now?

Qualcomm (QCOM) stock has been hot in 2024, outperforming not just broader market indices, but also most major semiconductor indices as well. That’s impressive, considering many of these indices are t...

22 Apr 202419min

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