Episode 115: DigitalOcean Stock – A Top Bet On AI For Small Businesses?
DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the Paperspace AI acquisition from last summer. D...
1 Apr 202418min
Episode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance
In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, ...
28 Mars 202423min
Episode 113: Updating You On Aehr Test Systems Stock Slump - What's Next?
Aehr Test Systems released preliminary financials and an accompanying statement on March 25, 2024, and results are going to be even uglier than originally predicted. This story is really all about s...
26 Mars 202412min
Episode 112:Does Broadcom's AI Event Spell Trouble For Nvidia Stock? (AVGO & NVDA)
This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for customers like Google and Meta. Broadcom’...
26 Mars 202417min
Episode 111: Bigger Chips = Better AI? Nvidia's Blackwell vs. Cerebras Wafer Scale Engine
Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behi...
25 Mars 202420min
Episode 110: Nvidia, In Defense of FOMO, Oracle Stock and Quantum Computing and Sovereign AI
In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its exces...
20 Mars 202420min
Episode 109: Is Snowflake Stock A Buy Now (SNOW)
Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with an active commentary – since the hot IPO o...
20 Mars 202425min
Episode 108: Nvidia’s Blowout Victory Against AI Chip Competitors (Nvidia Unveils Blackwell and GTC)
Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accele...
20 Mars 202414min
