Chip Stock Investor Podcast

Chip Stock Investor Podcast

Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.

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Avsnitt(465)

Episode 165: The Chip Stocks Powering the Next Leg Up of the Bull Market In 2024? AI Supercycle Update

Episode 165: The Chip Stocks Powering the Next Leg Up of the Bull Market In 2024? AI Supercycle Update

Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for significant growth. Discover the FAB Five, indu...

28 Juni 202419min

Episode 164: The NVIDIA of Data Center Power Chip Stocks? And Next 10-For-1 Stock Split Candidate? MPWR Analysis

Episode 164: The NVIDIA of Data Center Power Chip Stocks? And Next 10-For-1 Stock Split Candidate? MPWR Analysis

In this episode of Chip Stock Investor, we dive into Monolithic Power Systems (MPWR) and explore why it could be the Nvidia of data center and AI power chips! Discover the notable similarities between...

28 Juni 202426min

Episode 163: 2024 Hot Chip Stocks You Can't Miss: Nvidia, Qualcomm, Pure Storage And More!

Episode 163: 2024 Hot Chip Stocks You Can't Miss: Nvidia, Qualcomm, Pure Storage And More!

Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market implications, and explore other top performer...

21 Juni 202424min

Episode 162: Hot Stocks Of Summer 2024: Top Picks And Mid-year Update!

Episode 162: Hot Stocks Of Summer 2024: Top Picks And Mid-year Update!

Join us at Chip Stock Investor as we dive into our mid-year review for 2024, assessing the performance of our non-chip stock top picks. What will help Amazon (AMZN) stock continue to outperform? How d...

20 Juni 202422min

Episode 161: Where Would AI Chip Stocks (Nvidia Included) Be Without Lasers? Coherent Scores A Top AI Chip CEO

Episode 161: Where Would AI Chip Stocks (Nvidia Included) Be Without Lasers? Coherent Scores A Top AI Chip CEO

Chip Stock Investor delves into Coherent's business model after poaching top CEO Jim Anderson from Lattice Semi. AI system designers like Nvidia (NVDA) rely heavily on photonics to make high-performan...

18 Juni 202424min

Episode 160: Move Over Nvidia (NVDA), There’s Another AI 10-For-1 Stock Split Happening – Is Broadcom Stock A Buy Now? (AVGO)

Episode 160: Move Over Nvidia (NVDA), There’s Another AI 10-For-1 Stock Split Happening – Is Broadcom Stock A Buy Now? (AVGO)

As investors continue to hunt down top AI stocks to buy now, Broadcom just joined Nvidia and others in announcing a 10-for-1 stock split. There have also been some top chip stock IPOs, and one of them...

16 Juni 202428min

Episode 159: The Hidden Formula Behind Airbnb’s (ABNB) Skyrocketing Profits -- Is ABNB Stock A Buy?

Episode 159: The Hidden Formula Behind Airbnb’s (ABNB) Skyrocketing Profits -- Is ABNB Stock A Buy?

Airbnb (ABNB) has revolutionized the real estate market by vastly increasing profit margins through short-term stays and its online marketplace model. Chip Stock Investor discusses the company's impre...

14 Juni 202419min

Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now

Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now

In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how Onto, Nova, and CamTek are advancing in wafe...

12 Juni 202418min

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