Chip Stock Investor Podcast8 Juni 2023

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) aside, it's not just Apple and Meta that could benefit from the adoption of these headsets. Learn which companies can benefit from sales of these devices. Meanwhile, Intel (INTC) quietly said it will sell some $1.5 billion worth of Mobileye (MBLY) shares. What does this mean for investors in Mobileye stock? Powering semiconductor manufacturing equipment, data centers, and large generative AI services is no small task -- especially given the rising energy needs for all things tech. Companies like Advanced Energy Industries (AEIS) are behind-the-scenes solving many of those energy needs. Air Products and Chemicals (APD) is another top name in this space, and a recent addition to the Chip Stock Investor portfolio. Are these semiconductor industry adjacent stocks a good investment right now? Nick and Kasey discuss all the above on this episode of Chip Stock Investor.

If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕ https://ko-fi.com/chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas Rossolillo owns shares of Broadcom, Qualcomm, Apple, Meta, & Air Products.

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Jensen Called Marvell a $1T Stock — We're Not Buying It

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Juli 11min

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Juli 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Juli 10min

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...

30 Juni 17min

AppLovin Stock: Is It Time to Buy the Dip?

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning...

27 Juni 12min

AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Ins...

25 Juni 14min

SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive Sp...

24 Juni 31min

Micron Passed 4 of 5 — Here's the One That Didn't

Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and bal...

19 Juni 5min