Episode 89: Fortinet Stock Rally – Is It A Top Cybersecurity Buy For 2024?
In 2023, top cybersecurity pure-play Fortinet left us wondering how things were going to be shaping up as we entered 2024. The guidance for Q4 2023 left us feeling a little “meh.” But, great news! F...
8 Feb 202418min
Episode 88: 2 Top EV Chip Stocks We’re Buying In February – On Semi and Aehr Test Systems
In this episode of Chip Stock Investor, we examine the Q4 2023 report for On Semiconductor (ON), one of our top semiconductor buys for 2024, and discuss its impact on Aehr Test Systems (AEHR). Similar...
7 Feb 202417min
Episode 87: 1 Top Chip Stock Showed the Semiconductor Downturn Is About to Get Worse – Microchip
Shares of Microchip held up quite well considering its revenue and profitability is in all out decline. Excess inventory of industrial and automotive chips have struck the market, and leaders like Mic...
5 Feb 202416min
Episode 86: Big Tech Stock Profits Soaring – Why Amazon, Meta, and Qualcomm Stocks Are Top Buy-and-Holds In 2024
It was a busy week, and big tech certainly delivered the tune Wall Street was hoping to hear. Growth is back, and with it, massive increases to profitability. Amazon and Meta were showing off in grand...
2 Feb 202425min
Episode 85: Forget AI Chips, This Is the Real Reason AMD Stock Could Rise In 2024
In this episode of Chip Stock Investor, Nick and Kasey discuss the much anticipated Q4 2023 earnings for AMD. AMD has been talking plenty about its foray into AI, competing in the same ring as Nvidia....
31 Jan 202415min
Episode 84: Lithium Market Crash! Are Albemarle and Arcadium Lithium Stocks Out of Power?
The lithium market has been in total disarray, and spot prices for the key ingredient in EV batteries have continued to fall in 2024. Top stocks like Albemarle and Arcadium Lithium (formerly Livent an...
30 Jan 202410min
Episode 83: The Best Way to Invest In Intel In 2024 Isn’t Intel Stock At All
For Intel, the company is still very much in “prove-it” mode, and it’s going to take years for the overhaul to take hold. In the meantime, some steady progress was made.But over in semiconductor manuf...
29 Jan 202431min
Episode 82: ASML Stock Is Too Expensive Right Now -- but For How Much Longer?
ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the critical semiconductor manufacturing equ...
25 Jan 202429min
