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

00:11:42

Episode 308: Fortinet: Still A Top Cybersecurity...

Chip Stock Investor Podcast ·

2025/05/19

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working on in cybersecurity, including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord

en

00:10:01

Episode 307: CoreWeave's First Report Since IPO...

Chip Stock Investor Podcast ·

2025/05/19

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on.Watch our previous video on CoreWeave: https://youtu.be/OcFsXMKzHBYSign Up For Our Newsletter:

en

00:12:09

Episode 306: Rocket Lab (RKLB) -- What We're Watching...

Chip Stock Investor Podcast ·

2025/05/14

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in 2025, and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stock-buy-the-dip-before-liftoff/Join us on Discord with Semiconductor Insider, 25% off an annual membership

en

00:12:49

Episode 305: Lattice & FPGA Market Dynamics after...

Chip Stock Investor Podcast ·

2025/05/12

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that means for FPGA pure play, Lattice Semiconductor. We explore the implications for Lattice, analyze their

en

00:10:36

Episode 304: AMD's Secret Weapon That Investors Keep...

Chip Stock Investor Podcast ·

2025/05/11

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, Kasey and Nick revisit AMD's performance in the most recent quarter to evaluate whether it's finally time to buy AMD stock. The story all along has been

en

00:07:07

Episode 303: Cheap Stock To Buy the Dip -- Qualcomm...

Chip Stock Investor Podcast ·

2025/05/11

Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment.Sign Up For Our

en

00:15:16

Episode 302: Long-Term Compounders To Hold During...

Chip Stock Investor Podcast ·

2025/05/11

Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/Investors had a brief scare when U.S. GDP contracted in Q1 2025. But global powerhouse stocks can provide a sleep-easy investment. Chip Stock Investors Nick and Kasey break it down, discussing macroeconomics through the lens of Visa (V stock) and Booking Holdings (BKNG).Sign Up For Our Newsletter:

en

00:12:24

Episode 301: Intel's Struggles Are Far From Over --...

Chip Stock Investor Podcast ·

2025/04/28

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign 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/tiers Safeguard your personal information with Aura's monitoring service –

en

00:11:16

Episode 300: Hot Chips, Cool Moves: Lam Research...

Chip Stock Investor Podcast ·

2025/04/26

Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on

en

00:14:10

Episode 299: Top Robotics Stocks to Consider After...

Chip Stock Investor Podcast ·

2025/04/25

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Tesla’s Q1 dip a normal cycle downturn or the start of something bigger? We explore key data points like vehicle deliveries, energy revenue, and Elon's political impact. Then we turn to Intuitive Surgical’s solid performance, procedure growth, and how

en

00:16:15

Episode 298:The Robotics Stock Revolution You NEED to...

Chip Stock Investor Podcast ·

2025/04/23

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Investors were clamoring for humanoid robot stocks earlier this year, but some of the most productive use of robotics around is none other than inside semiconductors fabs. Chip Stock Investors Nick and Kasey discuss how it works, who the king of fab robotics and automation is, and three key suppliers for fab robotics.Get 25% off an annual membership with this link:

en

00:10:42

Episode 297: Tariffs, Trade Wars, and ASML: The...

Chip Stock Investor Podcast ·

2025/04/22

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for 2025 and beyond?Sign Up For Our Newsletter:

en

00:13:37

Episode 295:Bear Market Incoming? What Will Happen to...

Chip Stock Investor Podcast ·

2025/04/17

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break down the present situation.Sign Up For Our Newsletter:

en

00:12:28

Episode 296: Nvidia and TSMC Pledge Huge Investments...

Chip Stock Investor Podcast ·

2025/04/17

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff threats and trade wars. Chip Stock Investors Nick and Kasey discuss these manufacturing changes, including silicon photonics, how this will benefit Nvidia, and risks for TSMC.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our

en

00:14:39

Episode 294: New Era For Chip Stocks – Why We’re...

Chip Stock Investor Podcast ·

2025/04/16

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Market meltdown Semi Insider annual membership sale: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Tariffs have the stock market in turmoil. It's a new era for chip stocks. Is the "Nvidia of power chips," Monolithic Power (MPWR stock) still a good buy? Chip Stock Investors Nick and Kasey discuss why they've been buying during the market crash, but also point

en

00:14:11

Episode 293: Combating Destructive Mindsets When...

Chip Stock Investor Podcast ·

2025/04/09

Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? They discuss past market turbulence, and common mindsets that lead to bad decisions -- in times of extreme fear, as well as times of unchecked investor optimism. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider:

en

00:11:42

Episode 292: Market Crash: Cheap Chip Stock to Back...

Chip Stock Investor Podcast ·

2025/04/07

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/tiersOnsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about this portfolio holding?Supercharge your analysis with AI! Get 15% of your membership with our special link

en

00:19:18

Episode 291: How to Invest in Semiconductor Stocks...

Chip Stock Investor Podcast ·

2025/04/04

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formMemory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more! 👇Find out more at https://www.chipstockinvestor.comJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your

en

00:10:37

Episode 290: Buy This AI Stock NOW? ServiceNow Analysis

Chip Stock Investor Podcast ·

2025/04/04

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/tiersIs ServiceNow (NOW) stock a buy now? Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years, including with its partnership with Nvidia (NVDA) in building enterprise AI software.Supercharge your analysis with AI! Get 15% of your membership with our special link

en

00:15:43

Episode 289:2025 Market Correction – Huge Opportunity...

Chip Stock Investor Podcast ·

2025/03/31

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/tiersIn this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like SK hynix and Absolics. We also address the impact of macro trends such as the US Chips Act and forecast

en

373 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 -...