x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

00:14:20

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

en

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:

en

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

en

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:

en

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

en

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:

en

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

en

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:

en

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

en

00:20:31

Episode 219: A Top Data Center Provider Invests In...

Chip Stock Investor Podcast ·

2024/10/04

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5COracle has made a big push into cloud data centers and AI, and now it could be getting into the chip design business too. The battle between big tech companies keeps heating up. Is Chip Stock Investor buying Oracle (ORCL stock)? 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

en

00:16:09

Episode 218: The Ultimate Nvidia Stock Hedge, and the...

Chip Stock Investor Podcast ·

2024/09/30

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiWorried abut the "AI bubble," and especially how it could affect Nvidia (NVDA stock)? Chip Stock Investors Nick and Kasey explain what's really happening, the real reason big tech is spending so much on Nvidia, and a financial metric to follow the cycle. They conclude this video with a discussion on stocks that can act as an "NVDA stock hedge." Join us on Discord with Semiconductor Insider:

en

00:13:57

Episode 217: Micron Signals 2025 Will Be A Great Year...

Chip Stock Investor Podcast ·

2024/09/28

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron (MU stock) just signaled it will have a good 2025 -- and that other semiconductor stocks might as well. Nick and Kasey discuss why, and how Micron's surging sales bode well for the whole industry. 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:

en

00:13:26

Episode 216: Ignore Intel Rumors: Synopsys and Ansys...

Chip Stock Investor Podcast ·

2024/09/27

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi While many investors are speculating about Intel getting acquired or invested in by Qualcomm or Apollo, Synopsys and Ansys' mega-merger continues to make progress. This business combination will have a big impact on the semiconductor industry. Chip Stock Investor explains recent developments, and updates its valuation on Synopsys for Q4 2024. Join us on Discord with Semiconductor Insider:

en

00:20:46

Episode 215: 1 Small Cap Biotech (TWST) Stock to Buy...

Chip Stock Investor Podcast ·

2024/09/23

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csiWe are discussing Twist Bioscience (TWST), a fascinating biotech company that helped revolutionize DNA synthesis -- but on silicon wafers. Of course Chip Stock Investor is interested! Nick and Kasey explore Twist's technology, market potential, and the competition they face from big players like Merck and Thermo Fisher. Plus, a closer look at the financials and future prospects of Twist Bioscience

en

00:12:25

Episode 214: Big Software Is Going All-In On AI, and...

Chip Stock Investor Podcast ·

2024/09/21

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Big software companies like Salesforce are going all-in on AI, as pressure mounts in a new era of computing. Is Salesforce in trouble because of a new army of AI startups? Will AI disrupt big enterprise SaaS companies? Chip Stock Investor thinks disruption will happen, and is making a portfolio change. Get the details in this video from Nick and Kasey. Join us on Discord with Semiconductor Insider:

en

00:19:06

Episode 213: The Future of AI Data Center Storage?...

Chip Stock Investor Podcast ·

2024/09/20

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of 2024. Shares are up significantly on the year, but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now? Is the AI data center boom still coming for PureStorage? This and more in this important investing update. Join us on Discord with Semiconductor Insider:

en

00:13:33

Episode 212: Micron Stock (MU) Crash – Is the...

Chip Stock Investor Podcast ·

2024/09/20

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video. Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc

en

00:17:28

Episode 211: Top Chip Stocks to Buy Now? Revealing...

Chip Stock Investor Podcast ·

2024/09/20

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 Insider: https://ko-fi.com/chipstockinvestor Is this power chip stock one of the best buys now? Chip Stock Investors Nick and Kasey discuss their power, automotive, and industrial semiconductor portfolio in this episode, and discuss why they recently bought Monolithic Power Systems (MPWR stock). With data centers and AI changing the landscape for this top

en

00:20:11

Episode 210: A Pure-Play Bet On Nvidia Blackwell...

Chip Stock Investor Podcast ·

2024/09/20

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble, it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO, it's time for Chip Stock Investor to do a deep dive into this small promising business -- and explain if ALAB is a buy for

en

00:23:36

Episode 209: Zscaler (ZS) Stock Crash – Time to Buy...

Chip Stock Investor Podcast ·

2024/09/11

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 exposed.Zscaler is quietly undergoing a transformation from a pure cloud cybersecurity software company to a contender in the networking security space. Chip Stock Investor discusses Zscaler's strategic moves to enhance their Secure Access Service Edge (SASE) offerings, and limitations as a good investment right now. Tune in to

en

392 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...