Episode 111: Bigger Chips = Better AI? Nvidia's Blackwell vs. Cerebras Wafer Scale Engine
Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behi...
25 Mar 202420min
Episode 110: Nvidia, In Defense of FOMO, Oracle Stock and Quantum Computing and Sovereign AI
In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its exces...
20 Mar 202420min
Episode 109: Is Snowflake Stock A Buy Now (SNOW)
Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with an active commentary – since the hot IPO o...
20 Mar 202425min
Episode 108: Nvidia’s Blowout Victory Against AI Chip Competitors (Nvidia Unveils Blackwell and GTC)
Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accele...
20 Mar 202414min
Episode 107: The Secret AI War, and Japan's Renesas A Top Stock For 2024?
There’s a secret AI war brewing. In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bol...
15 Mar 202427min
Episode 106: Will Japan Be the Biggest Winner In the Chips Manufacturing Arms Race? Tokyo Electron Stock 2024
We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot...
13 Mar 202426min
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?
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
