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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

00:16:59

Episode 274: Can This Former High-Growth Chip Stock...

Chip Stock Investor Podcast ·

2025/02/19

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025, with potential recovery slated for late 2025 or 2026. The video discusses the impact on Axcelis'

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00:18:23

Episode 273: The Best Cybersecurity Investment For...

Chip Stock Investor Podcast ·

2025/02/17

This video is sponsored by Aura, a personal online protection service. Go to https:/ aura.com/chipstockinvestor to get a 14-day free trial and start protecting your data — because if you don’t, who will?Is Fortinet still a top cybersecurity stock for 2025? After a hot run to start the year, Chip Stock Investor Nick Rossolillo dives into Fortinet's stellar Q4, the secrets behind their network security dominance (including custom chips!), and return to all-out growth as the enterprise networking

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00:08:17

Episode 272: Is This Huge Nvidia & Broadcom Customer...

Chip Stock Investor Podcast ·

2025/02/17

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Google (GOOGL/GOOG) a buy? We analyze Q4 earnings, focusing on GCP cloud revenue, capex, and discuss why Google is a core holding for the 2025 accelerated compute bull market. Will AI fuel Google's growth? Find out now!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try

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00:17:25

Episode 271: Value Chip Stock 2025 to Buy Now? Lam...

Chip Stock Investor Podcast ·

2025/02/13

Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to

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00:13:24

Episode 270: Is Our Forever Healthcare Stock Too...

Chip Stock Investor Podcast ·

2025/02/11

Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersOur "forever healthcare stock" Intuitive Surgical had a great 2024. Is it too late to buy in 2025? Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot, why the stock always seems expensive, but why it remains a favorite for the long term.Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/Safeguard

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00:13:03

Episode 269: Is AMD Stock Finally A Buy? Could It Be...

Chip Stock Investor Podcast ·

2025/02/07

Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersIs 2025 the year to finally start buying AMD stock again? Chip Stock Investor had said throughout 2024 to ignore the AI data center business, but instead focus on AMD's much needed profit margin expansion. There were some signs of life in the latest quarter. Will AMD stock return to growth this year

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00:58:27

This Is What Risk Looks Like -- Deepseek (Special...

Chip Stock Investor Podcast ·

2025/02/06

Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted https://x.com/InvestingPod https://www.instagram.com/investingunscripted Join Chip Stock Investor on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this special episode, Jeff and Jason from @InvestingUnscripted discuss the recent AI market shakeup with Chip Stock Investors, Nick and Kasey Rossolillo. The

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00:19:45

Episode 268: Is Meta's Nvidia Spending on AI Data...

Chip Stock Investor Podcast ·

2025/02/04

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Meta spending on Nvidia AI out of control? How long can the data center super-cycle last? And is Meta stock still a good buy after an epic run the last couple of years? Chip Stock Investor explains some important points for investors in the AI boom, and discusses expectations

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00:12:02

Episode 267: The “Boring” Data Center Growth Stock...

Chip Stock Investor Podcast ·

2025/02/04

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Chip Stock Investor analyzes Amphenol (APH), a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financial discipline, making it a strong competitor in a crowded market. Discover if Amphenol is a good

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00:19:24

Episode 266: New Era For Memory Chips – What You Need...

Chip Stock Investor Podcast ·

2025/01/30

This video is sponsored by Finchat.io: Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated computing, and data center and cloud applications. Learn what is HBM vs. traditional DRAM, the

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00:12:30

Episode 265: How to Invest In Chip Stocks 2025:...

Chip Stock Investor Podcast ·

2025/01/29

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers How can investors invest in chip stocks in 2025? And what is the role of intellectual property (IP) and patents in the semiconductor industry? Learn why these tiny yet invaluable components are foundational to modern electronics, and discover the financial strategies companies use to capitalize on their technology inventions. We discuss leaders like Arm Holdings (ARM), Synopsys (SNPS), and NVIDIA (NVDA) stock,

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00:15:48

Episode 263: Secrets of the Semiconductor Industry:...

Chip Stock Investor Podcast ·

2025/01/25

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers We analyze their silicon carbide and AI testing solutions, the competitive landscape (Teradyne, Advantest), and growth potential within the broader semiconductor market recovery (ASML, Applied Materials). Supercharge your analysis with AI! Get 15% of your membership with our

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00:14:13

Episode 263: Is AMD Stock Finally A Buy For 2025?

Chip Stock Investor Podcast ·

2025/01/24

AMD made some BIG announcements at CES 2025! But the stock has been selling off lately. Is now finally the time to buy AMD stock? Chip Stock Investors Nick and Kasey break down the news and analyze what it means for investors. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Safeguard your personal information with Aura's monitoring service

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00:18:43

Episode 262:How to Invest In Chip Stocks – EDA...

Chip Stock Investor Podcast ·

2025/01/24

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ EDA software is foundational to the chip industry. How can investors invest in EDA software in 2025? And what stocks are Chip Stock Investor betting on? Find out in this exclusive video! Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where

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00:10:21

Episode 261: Investing In Chip Stocks? TSM Report...

Chip Stock Investor Podcast ·

2025/01/17

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersTaiwan Semiconductor Manufacturing's (TSMC) latest earnings report started off 2025 with a bang for chip stock investors. TSMC's 30% revenue growth in 2024 serves as a positive signal for industry giants like NVIDIA and Broadcom, and growth is set to continue at a fast pace in 2025. Additionally, we discuss TSMC's CapEx plans for the new year and how increased spending will support future growth --

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00:15:57

Episode 260: Can Unity Stock Make A Comeback In 2025?...

Chip Stock Investor Podcast ·

2025/01/15

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Chip Stock Investor revisits Unity Software and examines changes that have been made at the video game and 3D content creation business the last two years. Nick and Kasey discuss the competitive landscape, the messy merger with ironSource after Unity rebuffed AppLovin's acquisition offer, and the significant changes under new CEO Matthew Bromberg. They also explain

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00:14:25

Episode 259: Snowflake SNOW Stock Analysis – AI...

Chip Stock Investor Podcast ·

2025/01/13

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Snowflake SNOW stock on its way to big AI profit in 2025? Chip Stock Investor enterprise SaaS edition discusses Snowflake's current position in the enterprise software market, recent financial performance and shortcomings that need to be fixed, and stock repurchases and acquisitions like Datavolo. Chip Stock Investor

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00:16:42

Episode 257: Is onsemi (ON) Stock Cheap? It Is, If...

Chip Stock Investor Podcast ·

2025/01/13

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi 2024 review video: https://youtu.be/uaUqZruMvLg In this episode of Chip Stock Investor, we delve into our Power and Sensor basket of stocks, focusing particularly on On Semi and its prospective recovery in the auto and industrial sectors by 2025. We discuss the recent market downturn, the U-shaped recovery expectations, and how OnSemi's strategic repositioning towards automotive and industrial applications

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00:17:18

Episode 258: Is Nvidia's Next Big AI Breakthrough...

Chip Stock Investor Podcast ·

2025/01/09

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersAfter Jensen Huang's keynote at CES 2025, is Nvidia's next big AI breakthrough here? Chip Stock Investor discusses its key takeaways, including the RTX 50 series GPUs, innovations in AI-driven personal computing with NIMs, and the revolutionary Project DIGITS. Plus, get an overview of our updated outlook for Nvidia stock in 2025. Supercharge your analysis with AI! Get 15% of your membership with our special

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00:13:24

Episode 256: Is It Time To Sell Air Products (APD...

Chip Stock Investor Podcast ·

2025/01/06

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiIs it time to sell Air Products and Chemicals (APD stock)? In this episode, we discuss the reasons we originally bought APD stock for our chip stock portfolio, APD's sale of the natural gas liquefaction business to Honeywell (HON), and the potentially disruptive impact of Mantle Ridge's proxy war on Air Products' management. Join us on Discord with Semiconductor Insider:

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