Episode 48: 5 Companies ASML Can’t Live Without
In our last video, we discussed the importance of ASML and the geopolitical risks (U.S. versus China) the company faces in the semiconductor landscape right now. ASML is a VERY important company in th...
29 Sep 202314min
Episode 47: Everything You Need to Know About ASML Stock Right Now & Is ASML Stock A Top Buy Right Now?
ASML, the world's leading semiconductor lithography machine maker, faces serious geopolitical risks. Things could get even more complicated in 2024. In this video, Nick and Kasey discuss the biggest r...
28 Sep 202321min
Episode 46: Enphase (ENPH) Stock Collapses -- Time to Buy? Buffett's Power Play, & Albemarle's (ALB) Lithium Bet
In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting energy play. Indeed, Apple (AAPL) comprises...
22 Sep 202339min
Episode 45: The Absolute Best Stock Investment You Can Make Through 2030?
It’s Chip Stock Investor’s 1-year anniversary on YouTube, and we’re celebrating by breaking down how semiconductor stocks have done -- and not just in 2023. Since 2010, chip stocks have been among the...
18 Sep 202327min
Episode 44: Investing In China's Chip Manufacturing, Global Foundries' $4B Expansion, and ONTO's AI Customer
GlobalFoundries (GFS) just opened their new $4 billion expansion facility in Singapore to address future semiconductor demand. The company has weathered the chip downturn in the recent year and is hop...
16 Sep 202335min
Episode 43: Warren Buffett’s Bad Tech Stock Pick (HPE), and PureStorage Keeps Growing Where Others Are Declining
Warren Buffet’s tech stock pick of HP (HPQ) seemed like it was a good play on the consumer tech market when we all were buying PC’s and printers while working from home in 2020 and 2021. The party loo...
15 Sep 202324min
Episode 42: 3 Top Software Stocks That Can Thrive In the New Generative AI Computing Age
Salesforce, ServiceNow, and UiPath are cloud-based software service providers that help businesses get more efficient. Each has had bumps in the road during the bear market last year, but are things s...
12 Sep 202339min
Qualcomm Update: Did China & Huawei Just Force Qualcomm (QCOM) and Apple (AAPL) Into A Chip Deal? 5G Stock Analysis
Qualcomm and Apple just announced that they have extended their multi-year agreement for Qualcomm to supply 5G modem-RF systems to Apple for future iPhones. The new agreement covers the supply of Snap...
11 Sep 20235min
