Episode 95: Hot Stocks 2024: Semiconductor Manufacturing & Apple Vision Pro Chip Supplier (AMAT & LSCC stock)
In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials (AMAT). Lattice’s recent report was admitt...
16 Feb 202413min
Episode 94: Will This Top AI Stock Dominate Again In 2024? Cadence Design’s (CDNS Stock) Epic Closeout to 2023
Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemen...
15 Feb 202419min
Episode 93: Arista Networks Stock Has Doubled In the Last Year – Is Management Planning A BIGGER Move Next?
In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for dat...
14 Feb 202415min
Episode 92: ENPH Stock (Enphase Energy) Ready to Rocket Higher In 2024?
Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a significant decrease in revenue and free cash fl...
14 Feb 202412min
Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) s...
14 Feb 202416min
Episode 90: Arm Stock Has A 50% Day, and Air Products Stock Gets Blasted By China
Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so hot. In this episode, Chip Stock Investors...
9 Feb 202422min
Episode 89: Fortinet Stock Rally – Is It A Top Cybersecurity Buy For 2024?
In 2023, top cybersecurity pure-play Fortinet left us wondering how things were going to be shaping up as we entered 2024. The guidance for Q4 2023 left us feeling a little “meh.” But, great news! F...
8 Feb 202418min
Episode 88: 2 Top EV Chip Stocks We’re Buying In February – On Semi and Aehr Test Systems
In this episode of Chip Stock Investor, we examine the Q4 2023 report for On Semiconductor (ON), one of our top semiconductor buys for 2024, and discuss its impact on Aehr Test Systems (AEHR). Similar...
7 Feb 202417min
