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

00:13:50

NVIDIA's $1B Investment in Nokia: AI's Expansion...

Chip Stock Investor Podcast ·

2025/10/30

NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain.<br>We also discuss the differences between 5G and 6G, including a potential 100x increase in data transfer speed, aiming for near-zero

en

00:13:03

Lam Research: China Risks vs. NAND Demand (LRCX Stock...

Chip Stock Investor Podcast ·

2025/10/25

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?<br>We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.<br>Foundry, led by TSMC and other chip fabs, drove 60% of

en

00:12:17

GEV Is Making Moves & Turbocharging the Energy Grid...

Chip Stock Investor Podcast ·

2025/10/24

In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story, shifting its focus from primarily revenue growth to accelerated profit margin expansion.<br>The full ownership of Prolec, a key supplier of transformers, is immediately accretive to adjusted EBITDA beginning in 2026. Critically, the

en

00:09:44

Why Did Astera Labs, Credo Technology, and Other Hot...

Chip Stock Investor Podcast ·

2025/10/21

Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAA<br>Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the drop—including new product announcements from competitors like Broadcom and Nvidia—and explain the more fundamental reason for the recent volatility: statistics and a hefty valuation.<br>Astera Labs is a fabless chip designer. Its

en

00:17:19

NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI...

Chip Stock Investor Podcast ·

2025/10/16

The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition? We break down what Spectrum X is—NVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology, Quantum X InfiniBand.Discover the powerful counter-narrative: the strong

en

00:14:28

Up 93% in a Year: Should You Buy Sea Limited (SE)...

Chip Stock Investor Podcast ·

2025/10/06

Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).The company has successfully flipped to GAAP profitability, showing a stunning operational turnaround. In Q2 2025, GAAP Operating Income hit $488 million, up significantly from the prior year. Crucially, the Garena gaming platform, featuring the wildly popular game Free Fire, is the main

en

00:19:37

SanDisk is Cool Again? Why NAND Flash is the Next AI...

Chip Stock Investor Podcast ·

2025/10/03

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it’s back in growth mode.<br>In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need

en

00:12:23

Netskope (NTSK) Stock Analysis: What Investors Need...

Chip Stock Investor Podcast ·

2025/09/30

Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags. <br>We'll explore its innovative SASE platform, the ongoing "Browser Wars" in the AI era, and

en

00:16:02

Figma (FIGMA) Stock Analysis | What To Do After The Drop

Chip Stock Investor Podcast ·

2025/09/26

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.In this video, we cover:✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an

en

00:11:59

Nvidia And Intel Deal: What Investors Need To Know

Chip Stock Investor Podcast ·

2025/09/22

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 your membership with our special link here: https://fiscal.ai/csi/<br>Nvidia and Intel announced a partnership last week that has investors foaming at the mouth. Will the 5 billion dollar check written to Intel from Nvidia be the lifeline INTC needs to complete their turnaround story? What key takeaways from the co-conference can we

en

00:21:39

3 Year Anniversary For Chip Stock Investor | How Did...

Chip Stock Investor Podcast ·

2025/09/18

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 your membership with our special link here: https://fiscal.ai/csi/<br>Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we’re celebrating by reviewing our journey and the performance of semiconductor stocks we’ve discussed. From Nvidia and AMD to Qualcomm,

en

00:12:46

Rubrik's Master Plan: Connecting AI, Data Security,...

Chip Stock Investor Podcast ·

2025/09/15

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 your membership with our special link here: https://fiscal.ai/csi/<br>Welcome to CSI's first video about Rubrik, another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company data, their recent acquisition of Predibase, and their transition to a cloud-based subscription model

en

00:14:41

Intel and China Are Hurting Synopsys (SNPS) Stock....

Chip Stock Investor Podcast ·

2025/09/12

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 your membership with our special link here: https://fiscal.ai/csi/<br>We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges, including reduced revenue from China, issues with a major foundry customer, and the restructuring of their global headcount

en

00:14:28

Is Salesforce Stock Too Cheap To Ignore? (CRM Stock...

Chip Stock Investor Podcast ·

2025/09/05

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSalesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet, revenue segments, and quarterly results. Despite some stagnation in traditional business areas, Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on

en

00:09:34

Chip Stocks Heat Up! Second Half 2025 Expectations...

Chip Stock Investor Podcast ·

2025/09/01

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Analog Devices (ADI) might seem like a boring semiconductor stock, but here at Chip Stock Investor, we are here to tell a different story. We'll cover ADI's hybrid business model, their market diversification, and their recent earnings performance. Key topics include ADI's

en

00:08:59

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say...

Chip Stock Investor Podcast ·

2025/08/28

Join us on Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Nvidia Q2 earnings are here, and while they may have disappointed on the surface, guidance for the rest of 2025 and into 2026 tells a different story. Chip Stock Investors Nick and Kasey briefly review, and how they are prepared for an eventual down cycle in hyperscaler CapEx, the main driver of

en

00:10:41

Unity (U) Stock: Is Their Ad Network the Game Changer...

Chip Stock Investor Podcast ·

2025/08/25

Join us on Discord with Semiconductor Insider, sign up on our website:www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/In this episode of Chip Stock Investor, hosts Nick and Kasey provide an update on Unity Software. Key points include the significant developments in Unity's Grow Solutions segment, the launch of their AI-powered advertising platform Vector, and the company's overall financial health

en

00:11:17

Miami International Exchange (MIAX) Stock Analysis: A...

Chip Stock Investor Podcast ·

2025/08/22

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 your membership with our special link here: https://fiscal.ai/csi/<br>In this episode of Chip Stock Investor, hosts Nick and Kasey dive into the details of Miami International Exchange (MIAX), a company that recently went public. We discuss the company's business model, its role as a financial exchange, and its primary financial

en

00:14:34

What Happened To Applied Materials? AMAT Stock Analysis

Chip Stock Investor Podcast ·

2025/08/18

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/In this episode of Chip Stock Investor, Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT), one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry,

en

00:12:41

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock...

Chip Stock Investor Podcast ·

2025/08/14

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 your membership with our special link here: https://fiscal.ai/csi/<br>Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut. What's in store for this new layer of data centers purpose built for the AI era? Learn financial

en

372 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 -...