Episode 18: 1 Stock We Just Bought, 3 AI and EV Shenanigan Stocks, and 2 Base Material Stocks We Like Now
Earnings season is bearing down on us. But before we start treading water in the sea of new earnings reports, Chip Stock Investor wanted to discuss a stock we just bought. Nick and Kasey talk about AI...
21 Juli 202343min
Episode 17: Huge Bull Market Coming For 2 Chip Stocks? Is Aehr Test Systems or Applied Materials the Better Buy?
Aehr Test Systems is signalling massive growth in the year ahead, forecasting at least 50% revenue growth and at least 90% earnings growth for its new fiscal year. Silicon carbide (SiC), especially fo...
14 Juli 202333min
Episode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You Think
In this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to think they are. These two companies have bu...
13 Juli 202323min
Episode 15: AI's Impact On The Future of Cars -- Interview With NVIDIA's VP of Auto, Danny Shapiro
NVIDIA is a leading provider of artificial intelligence (AI) technology, embodied by its work to power generative AI services like ChatGPT. But Nvidia is also making fast headway in the automotive ind...
11 Juli 202328min
Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now
Apple's Vision Pro announcement was met with a lot of excitement last month. But, Apple stock has already priced in a lot of the hype. So how do you invest in the madness of Apple fans without investi...
11 Juli 202335min
Episode 13: How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock)
Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and when). How do we sift through all the pub...
29 Juni 202317min
Episode 12: 4 Stocks To Buy Now Instead of Intel -- Even Though Intel Is Restructuring
Intel released news that it's planning on restructuring its business by reporting its chip design and manufacturing businesses as separate entities. This may be a humble admission that things have not...
27 Juni 202325min
Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?
We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth and market outperformance, there are a few ...
23 Juni 202326min
