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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

00:07:37

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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00:17:53

Episode 237: Cybersecurity Stocks Ready For Another...

Chip Stock Investor Podcast ·

2024/11/15

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposedIs cybersecurity stock Fortinet finally ready for a run higher in the next few years? One of the leaders in cybersecurity platforms, specializing in network and cloud security, Fortinet is continuing its push into recurring software services and SASE network. And after a prolonged downturn for its target market, Fortinet's

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00:17:05

Episode 236: 1 Stock You’ve Never Heard of Working On...

Chip Stock Investor Podcast ·

2024/11/11

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 In this episode, we discuss Onto Innovation's (ONTO stock) recovery to new all-time-high revenue and profit amid a semiconductor market downturn. Key points include their Q3 2024 earnings, two strategic acquisitions, and role in the semiconductor industry in metrology and advanced packaging -- including R&D in glass

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00:13:02

Episode 235: AI Sends This Stock Soaring Another 50%...

Chip Stock Investor Podcast ·

2024/11/08

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ What sent AppLovin APP stock soaring nearly another 50% after Q3 2024, and an incredible 455% so far in 2024? Nick and Kasey discuss the power of AI in digital advertising, AppLovin's focus on mobile gaming ads, expansion into e-commerce, and the partnership with Google Cloud using Nvidia GPUs. Is it still a good time to invest in AppLovin, or is the stock now too expensive? Don't miss

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00:17:18

Episode 234: Time to Sell This Small-Cap Stock AMD...

Chip Stock Investor Podcast ·

2024/11/07

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiLattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea the mischievous puppy. Join us on Discord with Semiconductor Insider:

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00:19:09

Episode 233: The 2 Most Important Semiconductor...

Chip Stock Investor Podcast ·

2024/11/04

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiChip Stock Investor explains everything you need to know about semiconductor stocks right now in two charts. And after AMD's last earnings update, is it time to sell? As Nick and Kasey have been explaining throughout 2024, there are problems with the narrative surrounding AMD catching up to Nvidia. It might be time to make a change. Join us on Discord with Semiconductor Insider:

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00:22:33

Episode 232: Who Really Wins In the Legal Battle...

Chip Stock Investor Podcast ·

2024/11/02

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiArm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean? Is Qualcomm in trouble? Is Arm being silly? And who ultimately wins from an investment perspective

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00:15:06

Episode 231: 3 Great Stocks to Buy For the Long-Term...

Chip Stock Investor Podcast ·

2024/10/31

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5CGoogle Cloud revenue and profit is soaring, and that's great news for Nvidia and Broadcom too. Chip Stock Investors Nick and Kasey discuss these three important stocks in their core portfolio, and how the latest update affects the outlook for 2025. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your

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00:13:56

Episode 230: Chip Stock Disaster? Why Investors Need...

Chip Stock Investor Podcast ·

2024/10/28

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiWolfspeed (WOLF stock) is a promising manufacturer of silicon carbide (SiC) chips used in EVs and other high-voltage industrial applications. But Chip Stock Investor has been passing up this falling knife stock for years. A recent financial update from the company -- including $750 million in funding from the U.S. CHIPS Act -- illustrates the massive risk for investors, even though Wolfspeed appears to have

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00:16:12

Episode 229: The Most Obvious Digital Ads Investment...

Chip Stock Investor Podcast ·

2024/10/26

Netflix is two years into its digital ads journey. The TV streaming pioneer is making a break from its early exclusive partnership with Microsoft and building its own in-house ad server technology. But what's an ad server? And does it really make Netflix stock a buy? Chip Stock Investor explains how the company still has a lot of fuel in its tank. 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Join us on Discord with Semiconductor

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00:14:20

Episode 228: ASML’s 2025 Outlook Blunder Gets A...

Chip Stock Investor Podcast ·

2024/10/25

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Investors were disappointed with ASML's early downgrade on 2025 growth guidance, but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 2024 was another great quarter for Lam. Semiconductor manufacturing is growing in complexity, and Lam provides a lot of new equipment innovation that could propel it higher in 2025. Chip Stock Investor discusses one of these advancements

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00:24:21

Episode 227: Google’s AlphaChip Breakthrough – Is Big...

Chip Stock Investor Podcast ·

2024/10/24

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Are Google and other big tech really trying to compete with the semiconductor industry? Are companies from Broadcom to Synopsys in trouble because of Google DeepMind's AlphaChip breakthrough? Chip Stock Investors Nick and Kasey explain the real story. Chit Chat Stocks Episode: https://youtu.be/nMFGdEKKH1E?si=LbkujWV18wQ92OVW Join us on Discord with Semiconductor Insider:

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00:14:54

Episode 226: Is It Time to Load Up On Taiwan...

Chip Stock Investor Podcast ·

2024/10/24

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Taiwan Semiconductor Manufacturing (TSM stock) just had a great earnings update, and could be a great buy for the right investor. This is in spite of a seemingly not so great update from fellow industry giant and TSMC equipment supplier ASML. Chip Stock Investors Nick and Kasey discuss what happened, where we're at in the semiconductor demand cycle, and why TSMC could still be a solid investment. Join us on

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00:09:56

Episode 225: 2025 Was Going to Be Great For Chip...

Chip Stock Investor Podcast ·

2024/10/16

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C2025 was all set to be a great year for chip stocks, but ASML's latest earnings report sent the whole industry down. What has investors worried, is ASML going to be ok, and is the next growth cycle for semiconductors at risk in 2025? Chip Stock Investors Nick and Kasey explain in this important update. Join us on Discord with Semiconductor Insider:

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00:17:33

Episode 224: A Best Place to Invest In the Chip and...

Chip Stock Investor Podcast ·

2024/10/15

📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5CWith a new semiconductor growth cycle approaching, where's the best place to invest right now? AI continues to get lots of attention. But as Chip Stock Investors Nick and Kasey explain, manufacturing tool makers continue to be a compelling option. They explain why in this video, and highlight one of Japan's lead chipmaking tool providers in particular. Join us on Discord with Semiconductor

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00:17:04

Episode 223: 1 Stock Up 1,200% Investors NEED to Know...

Chip Stock Investor Podcast ·

2024/10/12

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi AppLovin (APP stock) has been a top AI hit in 2024 as it has developed one of the best uses for AI so far. In this episode of Chip Stock Investor, Nick and Kasey explain what AppLovin does, its relationship to Google (GOOGL stock), and what they plan to do with their investment in APP stock after incredible returns this year. Join us on Discord with Semiconductor Insider:

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00:18:20

Episode 222: Investing In the Robotics Revolution --...

Chip Stock Investor Podcast ·

2024/10/10

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C With Nvidia's explosive accelerated computing and AI growth the last two years, many investors are now looking for what's next. Robotics hold a lot of promise, and Nvidia is a player on that front too. However, a world full of robotics (automated processes) is already here, and one cybersecurity company is looking to make money from it. Is this a top long-term investment? Chip Stock

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00:18:48

Episode 220: China A Big Risk For Qualcomm and...

Chip Stock Investor Podcast ·

2024/10/09

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi This episode of Chip Stock Investor tackles two topics: First, the risk revenue from China posed to companies like Qualcomm and Broadcom; and second, what Qualcomm and Broadcom customer Ubiquiti might be indicating to investors about a new growth cycle. Join Nick and Kasey to learn why 2025 could be another big year for semiconductors. Join us on Discord with Semiconductor Insider:

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00:17:14

Episode 221: A Best Stock For 2025 and Beyond? Chip...

Chip Stock Investor Podcast ·

2024/10/09

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi In this episode of Chip Stock Investor, the focus shifts to the biotech and big pharma sector, specifically examining Vertex Pharmaceuticals (VRTX). Following work on semiconductors' contribution to healthcare technology, Nick and Kasey discuss Vertex's current operations. Cystic fibrosis treatments and a partnership with CRISPR Therapeutics on a new treatment for blood diseases are the current moneymakers

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