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PODCAST

Chip Stock Investor Podcast

Nicholas Rossolillo; Kasey Rossolillo

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

business investing

All Episodes

00:13:51

Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is...

Chip Stock Investor Podcast ·

2026/02/09

Is it too late to buy the "Nvidia of Networking"?<br>Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of these two companies is the better long-term play for your portfolio.<br>In this video, we cover:<br>-- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work

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00:12:43

Better Than NVIDIA? Why Memory Shortages are Sending...

Chip Stock Investor Podcast ·

2026/02/07

We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. <br>Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase

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00:12:00

Lam Research (LRCX): The Ultimate AI Memory Play?

Chip Stock Investor Podcast ·

2026/02/05

Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain, discuss recent financial performance, market share growth, and future revenue projections. Additionally, we analyze the company's strategic advancements in wafer fab equipment, especially in high-bandwidth memory. We also examine the

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00:15:44

IonQ Buys SkyWater: The Birth of a Quantum Computing...

Chip Stock Investor Podcast ·

2026/02/04

Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we break down why IonQ is moving away from the fabless model to become a "vertically integrated, full-stack quantum platform".<br>We analyze the pro forma financials, the impact of SkyWater’s recent Infineon Fab 25 acquisition, and whether this new Quantum IDM justifies its high valuation.<br>Join us on Discord with

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00:11:29

SOLD OUT: Why Data Centers are Buying Every Seagate...

Chip Stock Investor Podcast ·

2026/02/02

(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platforms, and why supply is already booked through 2027.<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of

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00:18:01

NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)

Chip Stock Investor Podcast ·

2026/01/31

NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could be.<br>In this video, we break down the basket of silicon providers NVIDIA has tapped to build this 800V DC future. We analyze the US, European, and Asian players—from established IDMs like Onsemi and Texas Instruments

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00:20:50

Intel’s Multi-Year Turnaround: Why They Can’t Make...

Chip Stock Investor Podcast ·

2026/01/28

Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to capital expenditures, creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 2026 guidance, as they simply cannot get enough product out the door.<br>This struggle underscores the

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00:12:13

Why Netflix Stock Is Down Nearly 40% -- Time to Buy...

Chip Stock Investor Podcast ·

2026/01/27

Netflix is officially moving to acquire Warner Bros. Discovery in an all-cash deal, but the market isn't celebrating. With the stock down over 30% from all-time highs, we break down the "prophetic" call to trim our positions and why the financials of this deal are creating a massive $3 billion headwind.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Join us with Semiconductor Insider, sign up on our website:

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00:35:40

4 Beaten-Down Software Stocks to Buy Now?

Chip Stock Investor Podcast ·

2026/01/24

Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year underperformance compared to hardware, is there finally value in the software sector?<br>In this episode, we are joined by Ryan Henderson of the Chit Chat Stocks Podcast and Fiscal.ai to break down the hardware decade and discuss where he is finding value right now. We cover the threat of AI "vibe coding" replacing SaaS, why

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00:13:59

Investing In The Memory Supercycle In 2026: Rambus...

Chip Stock Investor Podcast ·

2026/01/22

Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving demand, Rambus is pivoting hard into becoming a fabless chip designer of memory interfaces. <br>In this video, Nick and Kasey break down exactly how Rambus fits into the electronics manufacturing supply chain today. We analyze their transition from pure licensing to selling their own silicon (like memory interface chips for DDR5 and HBM),

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00:16:51

Nvidia Partner Silicon Motion (SIMO): The Best...

Chip Stock Investor Podcast ·

2026/01/21

We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. <br>In this video, we break down:<br>--What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in 2026.<br>-- The CEO all but

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00:12:35

Best Semiconductor Value Stocks for 2026: Microchip...

Chip Stock Investor Podcast ·

2026/01/17

Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for actual value in the market. In this video, we break down the latest signal from Microchip Technology (MCHP) that suggests the bottom is finally in for 2026 in the auto and industrial end market.<br>We analyze MCHP’s recent guidance raise on January 5th , the return of CEO Steve Sanghi , and the

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00:15:27

The Best Memory Stocks For 2026: How To Play the...

Chip Stock Investor Podcast ·

2026/01/15

Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclical growth cycle? In this video, we break down the entire memory hierarchy—from ultra-fast on-chip SRAM to HBM and long-term storage—and give you the basket of companies to watch for each layer.<br>We also discuss

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00:15:27

TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best...

Chip Stock Investor Podcast ·

2026/01/13

CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now.<br>We are comparing three major players: the industry titan TSMC, the packaging specialist Amkor, and the small-cap testing favorite Aehr Test Systems.<br>While Amkor has ripped higher recently and Aehr is

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00:15:39

Top 3 Autonomous Driving & Robot Stocks For 2026

Chip Stock Investor Podcast ·

2026/01/11

Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and Mobileye. We break down Nvidia's deeper push into automotive AI models despite its massive data center focus, and examine Qualcomm's automotive segment, which has now grown to nearly 10% of its total revenue. The major spotlight, however, is on Mobileye's surprise $900 million acquisition of Mentee Robotics, a move that leverages their $1.7

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00:13:18

Beyond the GPU: Nvidia’s Secret Weapon for AI...

Chip Stock Investor Podcast ·

2026/01/08

Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia remains our top stock pick for the year.<br>As AI shifts from training to inference, Nvidia is evolving its hardware to solve the memory wall. Today, we look at the Bluefield-4 storage processor and how it integrates with the Nvidia Dynamo software architecture to boost inference performance by up to 5x. We also share our updated

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00:12:06

Is Quantum Computing Profitable Yet? 2026 Stock...

Chip Stock Investor Podcast ·

2025/12/29

It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how Google stacks up against pure play competitors like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. While Google shares gained 60% over the last twelve months, we analyze if the dedicated quantum companies offered better returns or simply more volatility.<br>We break down the latest updates on

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00:21:40

How to Invest In Chip Stocks 2026 -- AI Data Center...

Chip Stock Investor Podcast ·

2025/12/27

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.<br>Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.<br>Find

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00:09:55

Pure Storage Revenue is Up, But Investors Are Spooked...

Chip Stock Investor Podcast ·

2025/12/23

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?<br>In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins.<br>We analyze the software licensing model, the global shortage of NAND flash memory, and why the new $400 million

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00:10:21

MU Earnings: Sold Out Capacity, Record Sales... Why...

Chip Stock Investor Podcast ·

2025/12/18

Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally, we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers.<br>Despite the strong performance, we

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