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
Episode 81: Taiwan Semiconductor Manufacturing Is on Fire in 2024, Texas Instruments Continues Their Slump
In this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others still in decline. Nick Rossolillo reviews...
25 Jan 202421min
Episode 80: 1 Chip Manufacturing Stock Ready to Rock From AI Chiplets, Backside Power, & Other Top Tech Trends
According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micro...
19 Jan 202418min
