Episode 64: Nvidia H200 Is Coming, Will AMD and Intel “Catch Up” In the AI Arms Race?
Nvidia recently announced its newest GPU-powered system for AI training and inference, the H200. This will be the first using HBM3e (an updated version of third-generation high-bandwidth memory) integ...
17 Nov 202318min
Episode 63: Tesla’s Lithium Refinery “A License to Print Money,” and Is Livent (LTHM) Stock Out Of Juice?
In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla is investing in lithium refining with ...
16 Nov 202318min
Episode 62: Warren Buffett’s Energy Bets Going Bust, and Air Products (APD) and Albemarle (ALB) Stock Disaster?
It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas Air Products and Chemicals (APD) continues...
13 Nov 202324min
Episode 61: Qualcomm vs. Apple Stock -- 2 New Chips Attack the Big Laptop Market
Qualcomm is a mobile chipmaker and designer that has been trying to break into the laptop market for years. Apple has been a major player in laptops and made significant headway with the introduction ...
12 Nov 202336min
Episode 60: Fortinet Stock Disaster -- Will A New Cybersecurity Service Jumpstart Growth?
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stoc...
7 Nov 202330min
Episode 59: Is the Bear Market Really Over? Best Ultra-Long-Term Stocks to Buy Now
Many stocks, especially large- and mega-caps, have performed incredibly well in 2023. It would seem the bear market is a distant memory. But that’s not the case for everyone. Many companies, especiall...
3 Nov 202313min
Episode 58: A New Semiconductor Recession? Onsemi, Aehr Test Systems, and Lattice Semiconductor Stocks Plummet
The end of October served up a nasty shock to some semiconductor stock investors. As interest rates rise and electric vehicles (EVs) become less affordable to finance, some demand is weakening and thr...
31 Okt 202326min
Episode 57: The “Infinitely Scalable” Business Model, and Are Semiconductors Really the “New Oil”?
Investors often talk about the beauty of software businesses being “infinitely scalable,” and why software stocks have greater potential than the “new oil” semiconductor industry. However, past resul...
28 Okt 202315min
