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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

00:12:41

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

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00:15:22

What Happened to Fortinet? FTNT Stock Analysis

Chip Stock Investor Podcast ·

2025/08/11

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipFortinet stock got clobbered following its Q2 2025 earnings update. What happened? Chip Stock Investor discusses Fortinet's investment into data centers, and how that warrants a re-rate of the valuation for now, and whether the company's prospects are still good in the important cybersecurity industry.Supercharge your analysis with AI! Get 15% of your membership with our special link

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00:27:08

Episode 326: The TRUTH About Data Center AI...

Chip Stock Investor Podcast ·

2025/08/07

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/Investors are excited about the prospects for AI inference, and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market? There are actually other candidates, like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And

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00:09:08

Episode 325: Is This Small Chip Manufacturer Stock...

Chip Stock Investor Podcast ·

2025/08/07

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>It's been a couple of years since Chip Stock Investor reviewed small chip manufacturer Qorvo (QRVO stock). What's changed since then? And is it finally cheap? Nick and Kasey discuss what's going on in the semiconductor industry, and how Qorvo may have finally turned a corner.<br>Join us on Discord with Semiconductor Insider, sign up on our website:

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00:08:05

Episode 324: Google's Big AI Payoff and GOOG Stock Is...

Chip Stock Investor Podcast ·

2025/07/25

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.Join us on Discord with Semiconductor Insider, sign up on our website:

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00:10:47

Episode 323: Taiwan Semiconductor Manufacturing (TSM...

Chip Stock Investor Podcast ·

2025/07/25

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with

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00:17:30

Episode 322: ASML High-NA EUV Shipments Are Underway...

Chip Stock Investor Podcast ·

2025/07/21

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>ASML stock had a "rough" week after Q2 2025 earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise, ASML is going to be just fine. Chip Stock Investor explains the critical data points you need to know in this mid-year 2025 update.<br>Join us on

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00:09:50

Episode 321: Nvidia's AI Data Center Power...

Chip Stock Investor Podcast ·

2025/07/11

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.<br>Join us on Discord with

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00:16:01

Episode 320: Figma IPO Why We Plan to Buy -- FIG...

Chip Stock Investor Podcast ·

2025/07/07

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great long-term investment.<br>Join us on Discord with Semiconductor Insider, sign up on our website:

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00:14:56

Episode 319: Small Investment Bets Mid-Year Review 2025

Chip Stock Investor Podcast ·

2025/07/07

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter:

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00:06:38

Episode 318: Wolfspeed Bankruptcy: What Investors...

Chip Stock Investor Podcast ·

2025/06/28

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com<br>Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update.<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/WOLF videos to

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00:15:07

Episode 317: Semiconductor Stocks To New All Time...

Chip Stock Investor Podcast ·

2025/06/27

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider,

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00:20:02

Episode 316: AI Data Center Equipment Manufacturing:...

Chip Stock Investor Podcast ·

2025/06/24

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/<br>AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials.<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Join us on

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00:20:37

Episode 315: The Next Big Thing In Semiconductor...

Chip Stock Investor Podcast ·

2025/06/16

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be

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00:22:15

Episode 314: What Happened to Marvell Technology...

Chip Stock Investor Podcast ·

2025/06/10

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's

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00:14:35

Episode 313: Physical AI Is Using LiDAR -- 1 Chip...

Chip Stock Investor Podcast ·

2025/06/06

LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a

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00:12:59

Episode 312: Synopsys China Hit, Ansys Merger, &...

Chip Stock Investor Podcast ·

2025/06/03

Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider.🤝Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers📝Sign Up For Our Newsletter:

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00:08:19

Episode 311: Nvidia Is Back In the Game - NVDA Still...

Chip Stock Investor Podcast ·

2025/06/02

Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/🛜:

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00:11:22

Episode 310: PANW Stock: Palo Alto Networks'...

Chip Stock Investor Podcast ·

2025/05/28

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/🛜:

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00:09:06

Episode 309: The Curious Case of Nebius -- Why We...

Chip Stock Investor Podcast ·

2025/05/22

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips.Sign Up For Our Newsletter:

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