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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

00:17:18

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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00:16:58

Episode 255: Will AI Eat Software Stocks?...

Chip Stock Investor Podcast ·

2025/01/04

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor. AI has changed the name of the game for software companies. Are software, including enterprise SaaS stocks, in trouble? The pioneer of the enterprise SaaS movement Salesforce doesn't think so, and has been making some key investments to keep itself relevant. Chip Stock Investor discusses AI agents, and a small adjustment in

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00:13:20

Episode 254: Will Apple’s 5G Modem CRUSH Qualcomm...

Chip Stock Investor Podcast ·

2025/01/02

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Qualcomm's recent investor day on diversification into automotive, laptops, and industrial AI looked good, but Wall Street wasn't impressed. Apple still trying to part ways with Qualcomm 5G chips is a big reason why. Chip Stock Investor discusses why Qualcomm remains a solid pick for certain types of

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00:12:13

Episode 253: How to Invest In Stocks 2025: Top...

Chip Stock Investor Podcast ·

2024/12/23

Chip Stock Investor is ready to start 2025 with its list of top semiconductor stock holdings in January. Do you want to learn about semiconductors? The complexities of the industry? What it has to do with AI? And how top companies develop competitive advantages that can stand the test of time? Join Chip Stock Investors Nick and Kasey for their annual industry review, and an introduction on how the building blocks of modern technology operate in the business world.Join us on Discord with

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00:13:56

Episode 252: Another Micron Crash – Time to Buy the...

Chip Stock Investor Podcast ·

2024/12/21

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor In this episode, we cover Micron stock's recent downturn after the earnings update. Is Micron's revised outlook on memory chip demand bad news for the semiconductor industry? Or is this normal volatility and cyclicality for the business as 2025 gets started? Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with

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00:19:31

Episode 251: Chip Stock Investor's Hottest Non-chip...

Chip Stock Investor Podcast ·

2024/12/19

Join us at Chip Stock Investor as we review the performance of our top non-chip stock picks for 2024, including Amazon, Salesforce, Airbnb, Booking Holdings, On Running, Crocs, Arcadium Lithium, and Shift 4 Payments. We discuss their stock returns in the last year, what happened to the businesses themselves, and whether each one will remain in our portfolio for 2025. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 2024 top picks videos:

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00:10:46

Episode 250: Move Over Nvidia, Is This the New Best...

Chip Stock Investor Podcast ·

2024/12/17

Supercharge your analysis with AI! Get 15% of your subscription to finchat.io with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Broadcom blew away investor expectations for 2025 with its soaring AI revenue. Will it give Nvidia (NVDA stock) a run for its money this next year? Chip Stock Investor reveals its expectations for Broadcom in this important video. Safeguard your personal information with Aura's

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00:22:52

Episode 249: Best Quantum Computing Stocks of 2025 –...

Chip Stock Investor Podcast ·

2024/12/14

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. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜:

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00:25:24

Episode 248: Top Chip Stocks of 2024, Are They Top...

Chip Stock Investor Podcast ·

2024/12/12

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 How did Chip Stock Investor's top chip stocks picks of 2024 perform? And are those stock picks still good for 2025? Nick and Kasey highlight winners like NVIDIA and Pure Storage, as well as the losers like Microchip and Onsemi, and if a 2025 rebound and return to growth is to be expected for the semiconductor market not

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00:14:10

Episode 247: A Top AI Stock Indicates A Slowdown In...

Chip Stock Investor Podcast ·

2024/12/09

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Top AI supercycle stock Synopsys provided an early look into the health of the semiconductor industry for 2025. The company is indicating a slowdown is coming, but there's a lot more to the story. Chip Stock Investor explains what's happening, and why this remains a top business in their investment portfolio for the long term. Coming soon, we'll be reviewing our top stock picks of

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00:15:03

Episode 246: The Next Massive Chip Stock Winner In...

Chip Stock Investor Podcast ·

2024/12/07

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Could Marvell Technology Group (MRVL stock) be the next big AI stock winner in 2025? The last earnings update suggest they could be. Chip Stock Investors Nick and Kasey discuss the high points, the expanded custom AI chip design deal with Amazon, and the upside for these companies as 2025 gets ready to begin. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your

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00:21:57

Episode 245: THIS COULD BE HUGE! 1 Stock Holding A...

Chip Stock Investor Podcast ·

2024/12/05

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiPureStorage could hold the key to solving a big pain point in AI data center energy demand. The stock is up on the news it has struck its first deal with a data center hyperscaler. Chip Stock Investors Nick and Kasey explain what it means, and why PureStorage could still be a great buy headed into 2025 for the long term. Join us on Discord with Semiconductor Insider:

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00:22:54

Episode 244: Robotics Long-Term Investment: Cheap...

Chip Stock Investor Podcast ·

2024/12/02

Supercharge your analysis with AI! Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec 2, 2024. After that, get 15% off with our link☝️ ) Investors want to know about long-term investing in robotics stocks, and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course, at Chip Stock Investor, we always default to established semiconductor businesses. It's time to take another look at Allegro Microsystems

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00:28:49

Episode 243: Is It Too Late to Buy Palo Alto Networks...

Chip Stock Investor Podcast ·

2024/12/02

Supercharge your analysis with AI! Get 25% of your membership, available through December 2, with our special link here: https://finchat.io/csi/ Palo Alto Networks stock has been one of the best investments in the cybersecurity space. Chip Stock Investors Nick and Kasey explain why, and whether it's too late to own this top pure-play in security software. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Safeguard your personal information with Aura's monitoring

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00:14:53

Episode 242: CrowdStrike Fully Recovers From...

Chip Stock Investor Podcast ·

2024/12/02

Supercharge your analysis with AI! Get 25% of your Finchat.io subscription with our special link here: https://finchat.io/csi/ (25% off applies only until Dec 2, 2024) CrowdStrike (CRWD stock) has rallied in grand fashion since the July Microsoft Windows outage they created. But is it too late to buy now? Chip Stock Investors Nick and Kasey discuss the latest earnings report, and update their take on the valuation given CrowdStrike's enduring growth and ample cash balance to continue consolidating

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00:21:11

Episode 241: Buy & Hold For 5 Years? Arista Networks...

Chip Stock Investor Podcast ·

2024/12/02

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Arista Networks (ANET stock) has been an incredible investment in the decade since the IPO. Is it still a great buy and hold for the next five years? Chip Stock Investor discusses Arista's place in the modern AI data center, how Nvidia has been a great partner, and the current growth outlook for the company. Supercharge your

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00:15:36

Episode 240: The $2 Trillion Data Center Opportunity:...

Chip Stock Investor Podcast ·

2024/11/23

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 Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However, concerns remain among many investors that Nvidia's ascendence is bad news for Arista. Is this true? Can both stocks thrive? Chip Stock Investor breaks down the

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00:07:37

Episode 239: Nvidia (NVDA) Stock 2025 and Blackwell...

Chip Stock Investor Podcast ·

2024/11/22

NVIDIA's fourth quarter outlook is in, and Blackwell is already exceeding CEO Jensen Huang and the top chip company's forecasts. What does this mean for 2025? And what is Chip Stock Investor doing with its holdings in NVDA stock? This has huge implications for semiconductor stocks for the new year! Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here:

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00:23:31

Episode 238: Will Tariffs Doom Chip Stocks and End...

Chip Stock Investor Podcast ·

2024/11/19

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 Tariffs and trade war have emerged once more as a top concern for semiconductor stocks. Will new U.S. tariffs on chips from China hurt the industry? What does it mean for global supply chains? Chip Stock Investor explains what tariffs are, how they've already had an impact on semiconductors, and what investors should do

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