Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?
We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth and market outperformance, there are a few ...
23 Jun 202326min
Throwback Thursday: BEFORE Generative AI Went Viral & Nvidia Became A Trillion Dollar Company
Nvidia isn't just a semiconductor company anymore. The company has been transforming itself into a full-stack developer, running the gamut from chip to end-user software design. This strategy has Chip...
22 Jun 202328min
Episode 10: The Next Bull Market? How Chip Fabs, Lithium, and Electric Vehicles Are Changing the World
The chip manufacturing market has been in a slump this year, but that is definitely not going to last long. All indications are pointing to chip manufacturing equipment sales skyrocketing in the next ...
21 Jun 202321min
Episode 9: Intel's Massive Bet On Germany, Micron Opens Shop In India, and Chip Fab Wars Heat Up
Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11 billion subsidy to build a $33 billion ch...
21 Jun 202315min
Episode 8: Nvidia Leveled the Cloud Competition, Cloud Stocks to Buy Now, and Why We Like DigitalOcean Stock
Nvidia's chips for high-performance compute and AI have absolutely leveled the playing field in the cloud computing market, perhaps even commoditizing the tech in many ways. Plugging Nvidia hardware i...
19 Jun 202316min
Episode 7:AMD's OK AI Event, Apple Takes On Nvidia, & Is Pure Storage Stock Better Than Micron?
AMD (NASDAQ: AMD) released some impressive, ground-breaking news at a recent AI event. Or did they? Will AMD's AI chips effectively take on the leader in this space, Nvidia (NASDAQ: NVDA)? Apple (NAS...
19 Jun 202333min
Episode 6: The Semiconductor Bull Market Is Coming -- 3 Stocks to Buy Now
Last week, Chip Stock Investor released a new semiconductor manufacturing equipment index. This week, we take a look at how to use this index in your personal research and portfolio building, and the ...
14 Jun 202331min
Episode 5: Data Center and AI Energy --What Stocks Are Worth Buying? Plus, New Metaverse Hype and Stock Pawners
Apple (AAPL) recently released the details of their new Vision Pro headset that will go up against the Meta Quest 3 (META) for virtual reality entertainment -- and maybe more? Metaverse hype (again) a...
8 Jun 202335min
