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 34: The Most Important Thing to Know About Nvidia Stock Right Now

Episode 34: The Most Important Thing to Know About Nvidia Stock Right Now

Nvidia obliterated financial expectations in the second quarter. Revenue was $13.5 billion, versus the $11 billion forecast provided three months ago. Shares are at all-time highs, and there is little...

24 Aug 202318min

Episode 33: 2 Super EV Chip Stocks to Buy Now, and 1 Terrible EV Chip Stock That Could Get A Lot Uglier

Episode 33: 2 Super EV Chip Stocks to Buy Now, and 1 Terrible EV Chip Stock That Could Get A Lot Uglier

Wolfspeed, the self-proclaimed pure-play leader in silicon carbide (SiC) has captivated many investors based on its aggressive building of SiC manufacturing facilities and hot growth from the electric...

23 Aug 202339min

Episode 32: 2 EV Chip Startup Stocks to Sell, and 2 Big Semiconductor AI Stocks to Buy?

Episode 32: 2 EV Chip Startup Stocks to Sell, and 2 Big Semiconductor AI Stocks to Buy?

There have been a lot of EV shenanigans lately. The VinFast IPO and Wolfspeed debacle are proof of that. Will indie Semiconductor and Navitas add to investor grief? Chip Stock Investor looks at the ...

21 Aug 202332min

Episode 31: Summer Market Meltdown, and 2 Small Semiconductor Stocks With Explosive Return Potential?

Episode 31: Summer Market Meltdown, and 2 Small Semiconductor Stocks With Explosive Return Potential?

In this episode, we address two of our most frequently asked questions: –Why don't we cover more small-cap companies where the stock price has not "skyrocketed" yet? –What should investors consider ...

18 Aug 202333min

Episode 30: Nvidia’s AI Chip Breakthrough, Meta AI Fortunes, and Universal Display Readies For Huge 2024 Growth

Episode 30: Nvidia’s AI Chip Breakthrough, Meta AI Fortunes, and Universal Display Readies For Huge 2024 Growth

Nvidia’s SIGGRAPH event last week held a host of releases and details of upcoming tech. We discuss two of the highlights from the event in this episode of Chip Stock Investor. The first, Nvidia is tea...

16 Aug 202334min

Quick Update: Is Digital Ocean Stock In Trouble?

Quick Update: Is Digital Ocean Stock In Trouble?

Digital Ocean stock is one of our favorite cloud computing infrastructure companies. Last week after the earnings call, the company had a huge drop in stock price, and thus market value. What happened...

14 Aug 20239min

Episode 29: 3 Semiconductor Stocks to Sell Now? Texas Instruments, Qualcomm, and Skyworks Solutions

Episode 29: 3 Semiconductor Stocks to Sell Now? Texas Instruments, Qualcomm, and Skyworks Solutions

Texas Instruments has been an investor favorite for its decades of growth, high dividends, and share buybacks. Will that continue to be relevant with the capital expenditures going from less than $1 b...

11 Aug 202330min

Episode 28: Fortinet Stock Crash – What Happened? Lessons Learned? 2023 Tech Updates!

Episode 28: Fortinet Stock Crash – What Happened? Lessons Learned? 2023 Tech Updates!

One of the leading cybersecurity stocks Fortinet (FTNT) crashed 25% following earnings and an update on 2023 guidance. Chip Stock Investor breaks down what happened, why the market reacted so negative...

9 Aug 202319min

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