Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/<br>AI data center construction is continuing at a fast pace, and a new group of stocks ...
24 Juni 202520min
Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases i...
16 Juni 202520min
Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually...
10 Juni 202522min
Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis
LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how Li...
6 Juni 202514min
Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)
Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger w...
3 Juni 202512min
Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?
Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half ...
2 Juni 20258min
Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments
In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For ...
28 Maj 202511min
Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history tha...
22 Maj 20259min
