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(492)

Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?

Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?

A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve i...

22 Apr 202412min

Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)

Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)

Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but prof...

22 Apr 20245min

Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024

Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024

ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip ma...

22 Apr 202411min

Episode 125: Qualcomm Stock Is Beating the Market On AI Optimism – Top Value Stock 2024 to Buy Now?

Episode 125: Qualcomm Stock Is Beating the Market On AI Optimism – Top Value Stock 2024 to Buy Now?

Qualcomm (QCOM) stock has been hot in 2024, outperforming not just broader market indices, but also most major semiconductor indices as well. That’s impressive, considering many of these indices are t...

22 Apr 202419min

Episode 124: Is Arista Networks (ANET) Doomed? Stock Downgraded Due To Nvidia AI Products!

Episode 124: Is Arista Networks (ANET) Doomed? Stock Downgraded Due To Nvidia AI Products!

Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET), emphasizing the importance of a moderate viewpoint in evaluating businesses. The downgrade,...

15 Apr 202426min

Episode 123: Applied Materials Stock (AMAT): Beating The Market And Ready For Even More Growth!

Episode 123: Applied Materials Stock (AMAT): Beating The Market And Ready For Even More Growth!

This video from Chip Stock Investor updates our viewers on some news from Applied Materials. The company has been making some strategic maneuvers in the semiconductor industry, paring back some expens...

15 Apr 202418min

Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and with the diminished demand for test and...

15 Apr 202419min

Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain Intel's financial underperformance compared ...

10 Apr 202422min

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