Episode 71: Chip Stock Investor's Top Chip Stocks of 2024

Episode 71: Chip Stock Investor's Top Chip Stocks of 2024

Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A On Semi: https://youtu.be/GdD1SJrazhQ Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #qualcomm #latticesemiconductor #microchip #onsemiconductor #nvda #nvdia #purestorage #tsmc #tsm #soxx #smh #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems, QCOM, LSCC, MCHP, ON, NVDA, PSTG.

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Avsnitt(461)

Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming

Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming

Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behi...

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Qualcomm Is Quietly Becoming an AI Data Center Stock

Qualcomm Is Quietly Becoming an AI Data Center Stock

Qualcomm just held its 2026 Investor Day, and the headline number is a new $15 billion AI data center revenue target for 2029 — up from essentially zero two years ago. We break down whether this fable...

14 Juli 11min

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Juli 15min

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

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 & 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?

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?

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: 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

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