Episode 100: Investing in Cybersecurity Stocks in 2024

Episode 100: Investing in Cybersecurity Stocks in 2024

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Investor does a deep dive into its new Cybersecurity Industry Flow chart, designed to help investors get a better understanding of this critical software service in a new era of cloud computing and AI. Cybersecurity stocks have been great long-term investments, but the top companies can be tricky to understand. Nick and Kasey discuss cybersecurity software from a high level view, and provide visuals to aid in understanding how data infrastructure works and how it gets protected by various security hardware and services. You can find our accompanying Cybersecurity Industry Flow show notes on our Ko-Fi Shop, as well as our Semiconductor Industry Flow in our shop as well. And get this and all of our content via a YouTube or Ko-Fi membership, which also includes access to our Discord channel, for just $5 a month! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 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. Check us out on our website: chipstockinvestor.com 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 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. #cybersecurity #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 Rossolillo are long Palo Alto Networks (PANW), Fortinet (FTNT), CrowdStrike (CRWD), Arista Networks (ANET), Visa (V), Mastercard (MA), Broadcom (AVGO), Dynatrace (DT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Cloudflare (NET), and Vanguard Information Technology ETF (VGT).

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

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

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
24fragor
badfluence
rss-inga-dumma-fragor-om-pengar
avanzapodden
fill-or-kill
lastbilspodden
bilar-med-sladd
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
rss-wallnor-pm
rss-dagen-med-di
borsmorgon
tabberaset
rss-veckans-trade