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(462)

Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and with the diminished demand for test and...

15 Apr 202419min

Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain Intel's financial underperformance compared ...

10 Apr 202422min

Episode 120: When Should You Sell Your Nvidia Stock

Episode 120: When Should You Sell Your Nvidia Stock

Chip Stock Investor provides an in-depth analysis on whether it's time to sell Nvidia stock, focusing on the semiconductor industry's growth and Nvidia's performance within it. Nvidia has had a mass...

8 Apr 202415min

Special Episode 119: Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide

Special Episode 119: Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide

🔥🔥Purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 This video from Chip Sto...

5 Apr 202455min

Episode 118: Zscaler Battles Cybersecurity Giants From Both Sides

Episode 118: Zscaler Battles Cybersecurity Giants From Both Sides

In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the high-level demand and growth in the cybersec...

5 Apr 202418min

Episode 116: Top AI Data Center Stock 2024 – Is PureStorage (PSTG) Stock Still a Buy?

Episode 116: Top AI Data Center Stock 2024 – Is PureStorage (PSTG) Stock Still a Buy?

Pure Storage (PSTG), known for its all-flash storage solutions, has shown notable growth this year. Thank AI in part, but also due to its successful subscription-based data center storage model. Des...

2 Apr 202419min

Episode 115: DigitalOcean Stock – A Top Bet On AI For Small Businesses?

Episode 115: DigitalOcean Stock – A Top Bet On AI For Small Businesses?

DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the Paperspace AI acquisition from last summer. D...

1 Apr 202418min

Episode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance

Episode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance

In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, ...

28 Mar 202423min

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