Episode 56: 1 Top Chip Stock Making Waves In Healthcare and Drug Discovery (CDNS)
In this episode of Chip Stock Investor, Nick and Kasey review another stellar quarter from EDA (electronic design automation) software company Cadence Design Systems (CDNS). Some headlines have sugges...
26 Okt 202323min
Episode 55: Is Intuitive Surgical Stock Sunk Because of Ozempic and GLP-1 Weight Loss Drugs?
Intuitive Surgical (ISRG) is one of our favorite “forever stocks” at Chip Stock Investor, best known for its Da Vinci robotic surgical system. The company's stock has been a strong performer over the ...
23 Okt 202324min
Episode 54: Are Hopes For An End-of-Year Stock Rally Now Gone? Tesla (TSLA), Lam (LRCX), and Taiwan Semi (TSM)
In this video, we discuss the latest earnings reports from Tesla (TSLA), Lam Research (LRCX), and Taiwan Semi (TSM), and what they mean for a possible end-of-year stock rally. Tesla's Q3 2023 earning...
20 Okt 202324min
ASML Q3 2023 Earnings Update: Is ASML Going to Miss Its 2025 Financial Targets?
ASML Holding is notching impressive growth in 2023, but management has now flagged 2024 as a "transition year." Customers still aren't making purchase orders, and it seems the company's most advanced ...
18 Okt 202313min
Episode 53: Are ASML’s Days of Lithography Dominance Coming to An End? ASML and Canon Stock Analysis
ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Japanese conglomerate Canon (CAJPY) is doubling down on competing advanced chipmaking equip...
18 Okt 202333min
Episode 52: Aehr Test Systems Warning to the EV Industry, and Taiwan Semi’s Poor Stock Performance
Aehr Test Systems is a hyper-growth small-cap stock, but its huge run up in the last year has sent the valuation sky-high. Investors are split on the merits of buying now. In light of this, CEO Gayn E...
12 Okt 202329min
Episode 51: 3 Stocks We're Buying In October 2023 (AMAT, CRM, CROX)
It’s been a wild couple of months, with plenty of bad news weighing down the stock market: rising interest rates, political discord and dysfunction, renewed calls for a coming recession, and war. Bu...
12 Okt 202320min
Episode 50: 1 Cheap Chip Stock For October 2023 (Tower Semi), and How to Invest In The Sphere Las Vegas (SPHR)
In the last Chip Stock Investor video, we discussed two cheap small-cap chip stocks we're watching closely in the coming months. This time we're adding small chip manufacturer Tower Semiconductor (TSE...
6 Okt 202329min
