Episode 157: Investing In Top Cybersecurity Stocks? Okta, Cyberark, & Profiting From Identity Management🔒🔑
Chip Stock Investor dives deep into the Identity Access Management (IAM) sector of cybersecurity. We analyze key players like Microsoft (MSFT) Okta (OKTA) and CyberArk (CYBR), with a special focus on ...
10 Juni 202417min
Episode 156: Top Cloud Software Stock Meltdown 2024 – Time to Sell? (PATH & CRM)
The recent downturn in cloud software stocks has been brutal. In this episode, Chip Stock Investor takes a fresh look at Salesforce and UiPath. Despite significant drops in their stock prices, we anal...
9 Juni 202424min
Episode 155: CrowdStrike (CRWD) Stock Strikes Again – Why It’s Poised to Keep Winning the Cybersecurity War
In this Chip Stock Investor episode, we break down CrowdStrike's (CRWD) Q1 FY25 earnings, analyzing if their growth is sustainable. We explore industry trends, and dissect the cybersecurity industry's...
8 Juni 202417min
Episode 154: Is Marvell's AI Upside A Mirage? Chip Stock Investor's Better Buy For June 2024
In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potenti...
7 Juni 202418min
Episode 153: Why Synopsys (SNPS) is the Secret Weapon Behind the Semiconductor Industry's Best Chips
In this episode of Chip Stock Investor, we dive into the influential role of Synopsys (SNPS) in the semiconductor industry. We discuss the company's leadership in electronic design automation (EDA) so...
6 Juni 202420min
Episode 152: Stock Buy Mistake? Software Is Getting Eaten Alive By Nvidia -- June Portfolio Update
Chip Stock Investor makes a surprising move, swiftly ditching a recent portfolio addition, Snowflake (SNOW) amid concerns over slowing growth and mounting costs. What's their next play in this uncerta...
30 Maj 202424min
Episode 151: Nvidia Isn’t the Only 10-For-1 Stock Split – Another Top AI Stock To Buy If You Missed Nvidia?
In this video, Chip Stock Investors Nick and Kasey discusses Lam Research's (LRCX) potential in the chip industry, focusing on its key role in equipment for wafer fabs, $10 billion stock buyback, and ...
29 Maj 202419min
Episode 150: 1 Chip Stock Ready For A New Data Center Power Bull Market? Texas Instruments (TXN) Stock
Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing inn...
28 Maj 202428min
