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(492)

Twist Bioscience Soared — We're Still Not Buying

Twist Bioscience Soared — We're Still Not Buying

Twist Bioscience (TWST) just had a massive run-up after Anthropic's protein design results put its DNA synthesis platform in the spotlight. Here's what's really driving the stock — and whether it's st...

17 Sep 14min

The Fastest-Growing Chip Stock Is Also the Most Hated

The Fastest-Growing Chip Stock Is Also the Most Hated

We compare Credo (CRDO) against Broadcom (AVGO), Marvell (MRVL), and Astera Labs (ALAB) on revenue growth, gross margin, operating margin, and free cash flow margin — four fabless companies selling in...

15 Sep 13min

AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and...

14 Sep 12min

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the...

10 Sep 15min

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure...

10 Sep 19min

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept BioRobotics is down roughly 80% from its 2025 highs but the technology behind its Aquablation system genuinely works. So why won't we put PRCT in our portfolio?Procept (PRCT) has one of the mo...

10 Sep 28min

Why Oscar Health's 'Great Quarter' Isn't What It Looks Like

Why Oscar Health's 'Great Quarter' Isn't What It Looks Like

Oscar Health looks like a screaming buy — growing revenue, growing members, positive free cash flow. So why does the market keep discounting it? We ran the numbers.Oscar Health (OSCR) just posted stro...

10 Sep 11min

Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)

Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)

Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — ...

2 Sep 14min

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