Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)
This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip marke...
5 Maj 20249min
Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value
Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kas...
5 Maj 202419min
Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock
AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market – and why AI...
5 Maj 202414min
Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks
Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks? Nick highlights the digita...
4 Maj 202416min
Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?
Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing key takeaways for investors. We'll delv...
4 Maj 202414min
Episode 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024
This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax." Despite the initial...
3 Maj 202414min
Episode 130: Top 3 Must-Fix Problems For Tesla In 2024 -- TSLA Stock Updates!
Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines ...
3 Maj 202417min
Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems
Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the t...
23 Apr 202416min
