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 105: Stocks We’re Buying and Selling March 2024 -- and Tech and Big Media Challenges Humanity With AI

Episode 105: Stocks We’re Buying and Selling March 2024 -- and Tech and Big Media Challenges Humanity With AI

In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales. But to start, we sha...

13 Mar 202422min

Episode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?

Episode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?

Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance w...

8 Mar 202415min

Episode 103: Top Cybersecurity Stocks CrowdStrike (CRWD) and Palo Alto Networks At War? – Top Stocks to Buy 2024

Episode 103: Top Cybersecurity Stocks CrowdStrike (CRWD) and Palo Alto Networks At War? – Top Stocks to Buy 2024

Are top cybersecurity Stocks CrowdStrike and Palo Alto Networks at War? In this episode, Chip Stock Investors Nick and Kasey discuss the recent war of words in the cybersecurity industry, particularl...

7 Mar 202421min

Episode 102: Top Explosive Growth Stock to Buy For 2024? Arcadium Lithium Might Be In Great Shape

Episode 102: Top Explosive Growth Stock to Buy For 2024? Arcadium Lithium Might Be In Great Shape

Want to know what just might be the top explosive growth stock to buy for 2024? The lithium market got blasted in 2023 due to supply chain issues, geopolitical economic battles between the U.S. and C...

7 Mar 202421min

Episode 101: Soaring Small Cap Stocks to Buy Now? – Skywater Technology (SKYT) and ACM Research (ACMR)

Episode 101: Soaring Small Cap Stocks to Buy Now? – Skywater Technology (SKYT) and ACM Research (ACMR)

Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them. In this episode, ...

7 Mar 202426min

Episode 100: Investing in Cybersecurity Stocks in 2024

Episode 100: Investing in Cybersecurity Stocks in 2024

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Inv...

1 Mar 202452min

Episode 99: 2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?

Episode 99: 2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?

In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO) and Onto Innovation (ONTO). Silicon Moti...

1 Mar 202421min

Episode 98: Palo Alto Networks Stock Crashes, and Cybersecurity Industry Stocks 2024

Episode 98: Palo Alto Networks Stock Crashes, and Cybersecurity Industry Stocks 2024

Cybersecurity giant Palo Alto Networks (PANW) stock took a nosedive, but why? In this video, Chip Stock Investors Nick and Kasey break down the company's earnings report, the industry trend of 'platfo...

23 Feb 202422min

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