Episode 97: Nvidia NVDA Stock – What You Need to Know For 2024
Nvidia knocked it out of the park once more on its recent earnings update, and could be signaling another massive increase in revenue and profitability in calendar year 2024. Is the stock a buy? In t...
22 Feb 202414min
Episode 96: Sell This Top Semiconductor Stock and Stay Away Until 2025? Axcelis Technologies (ACLS)
We have looked over Axcelis Technologies (ACLS) stock multiple times over the past six to nine months, but have never pulled the trigger on buying this small cap stock. But what about now, after a big...
22 Feb 202422min
Episode 95: Hot Stocks 2024: Semiconductor Manufacturing & Apple Vision Pro Chip Supplier (AMAT & LSCC stock)
In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials (AMAT). Lattice’s recent report was admitt...
16 Feb 202413min
Episode 94: Will This Top AI Stock Dominate Again In 2024? Cadence Design’s (CDNS Stock) Epic Closeout to 2023
Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemen...
15 Feb 202419min
Episode 93: Arista Networks Stock Has Doubled In the Last Year – Is Management Planning A BIGGER Move Next?
In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for dat...
14 Feb 202415min
Episode 92: ENPH Stock (Enphase Energy) Ready to Rocket Higher In 2024?
Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a significant decrease in revenue and free cash fl...
14 Feb 202412min
Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) s...
14 Feb 202416min
Episode 90: Arm Stock Has A 50% Day, and Air Products Stock Gets Blasted By China
Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so hot. In this episode, Chip Stock Investors...
9 Feb 202422min
