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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Episode 3: Investing in Cybersecurity Stocks: A Look at Palo Alto Networks, Fortinet, and SentinelOne

Let's take a look at the cybersecurity market and analyze some of the top stocks in the industry. We focus on the biggest security software pure-plays, Palo Alto Networks (PANW) and Fortinet (FTNT). W...

2 Juni 202330min

Episode 2: Marvell Technology and Super Micro Computers: Are They Still a Buy After Soaring On AI Optimism?

Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both companies have seen their stock prices so...

30 Maj 202331min

Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia's role in the AI revolution, w...

30 Maj 202348min