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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

00:19:18

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

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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

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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

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00:12:54

Episode 288:The Real Reason You Should Care About...

Chip Stock Investor Podcast ·

2025/03/29

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIn this episode of Chip Stock Investor, Nick and Kasey delve into Google's planned acquisition of cloud cybersecurity company Wiz for $32 billion. They also discuss the Department of Justice's proposed rulings on Google's ad dominance and explore the broader shift from mobile to data center monetization.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your

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00:14:33

Episode 287: The Best Quantum Computing Stock to Buy...

Chip Stock Investor Podcast ·

2025/03/28

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia hosted its first ever Quantum Day at GTC 2025. But does that make quantum computing a good investment right now? And who is poised to profit the most from quantum computing at this point in the research and development process? Chip Stock Investors Nick and Kasey Rossolillo discuss why Nvidia could be the best bet right now.Sign Up For Our Newsletter:

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00:18:00

Episode 286: HUGE Nvidia Robot Revolution Update:...

Chip Stock Investor Podcast ·

2025/03/25

Fund your account in five minutes or less at https://www.public.com/CSI Jensen Huang said the robot revolution is "closer than you think." But how close? And where should investors get started? Chip Stock Investors Nick and Kasey discuss why Nvidia is a great place to start. They also discuss why other top semiconductor companies can be a great bet on robotics, and why investors eager for humanoid robot startup investments should be leery. This is a key update from Chip Stock Investor!Sign Up For

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00:14:56

Episode 285: Did Oracle Just Save Us From the Stock...

Chip Stock Investor Podcast ·

2025/03/24

Fund your account in five minutes or less at https://www.public.com/CSI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formOracle had another great earnings report. Were there hidden messages for investors worried about the durability of the market during the correction? What does it mean for top Oracle supplier Nvidia? Check out the video to find out!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your

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00:12:38

Episode 284: Nvidia GTC 2025: Too Late to Invest In...

Chip Stock Investor Podcast ·

2025/03/24

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the AI boom over? Or is Nvidia's value proposition to customers only just starting? Chip Stock Investors Nick and Kasey break down a pivotal moment in the GTC event, and discuss whether the AI data center trade will re-accelerate or not.Sign Up For Our Newsletter:

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00:19:15

Episode 283: Broadcom's AI Momentum -- What to Expect...

Chip Stock Investor Podcast ·

2025/03/18

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semiconductors and software mean for growth in 2025 and beyond. Get the key insights before NVIDIA (NVDA)

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00:25:14

Episode 282: Don't Buy The CoreWeave IPO Until You...

Chip Stock Investor Podcast ·

2025/03/14

CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Microsoft as a top customer, and why they might buy a small position anyways despite the riskSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin

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00:11:19

Episode 281: Pure Storage -- Should You Buy The Dip?

Chip Stock Investor Podcast ·

2025/03/11

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback, hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription software and storage hardware, paired with a new supply deal with Meta, could be catalysts for future

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00:23:22

Episode 280: The Next 15 years Of Logic Chip...

Chip Stock Investor Podcast ·

2025/03/09

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. What will logic chip technology look like in the next 15 years? And how can this technology R&D be invested in right now? Chip Stock Investor explains a few details from recent investor days at ASML and Lam Research (LRCX) where the next decade of logic chip technology was briefly mentioned.Join us on Semiconductor Insider:

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00:10:41

Episode 279: Will Lattice Semiconductor Make A...

Chip Stock Investor Podcast ·

2025/03/05

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with

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00:16:52

Episode 278: The Trade Desk Flops -- Is the Company...

Chip Stock Investor Podcast ·

2025/03/03

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble? What happened? Is it time to buy the dip? Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong, and what they're doing to get the growth story back on track. They also explain why they're buying a bit more of TTD to their long-time holding in the

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00:15:51

Episode 277: Does the Market Hate Nvidia Stock Now?...

Chip Stock Investor Podcast ·

2025/02/28

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Nvidia earnings were great, so why does the market still hate the stock? Chip Stock Investors Nick and Kasey discuss two "issues" that are weighing on NVDA stock right now, but why Nvidia's business could remain in growth mode for some time in the young AI industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your

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00:10:51

Episode 276: Will A New Pain Medication Release Make...

Chip Stock Investor Podcast ·

2025/02/24

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, Kasey discusses Vertex Pharmaceuticals which was a recent addition to the Chip Stock Investor portfolio. Vertex had two new approvals before the most recent earnings report with more to come in the coming years. Will 2025 be a breakout year for

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00:21:01

Episode 275: Will Nvidia AI Data Center...

Chip Stock Investor Podcast ·

2025/02/21

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: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor🛜: https://www.chipstockinvestor.com*******************************************************************************Affiliate links

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00:16:59

Episode 274: Can This Former High-Growth Chip Stock...

Chip Stock Investor Podcast ·

2025/02/19

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025, with potential recovery slated for late 2025 or 2026. The video discusses the impact on Axcelis'

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00:18:23

Episode 273: The Best Cybersecurity Investment For...

Chip Stock Investor Podcast ·

2025/02/17

This video is sponsored by Aura, a personal online protection service. Go to https:/ aura.com/chipstockinvestor to get a 14-day free trial and start protecting your data — because if you don’t, who will?Is Fortinet still a top cybersecurity stock for 2025? After a hot run to start the year, Chip Stock Investor Nick Rossolillo dives into Fortinet's stellar Q4, the secrets behind their network security dominance (including custom chips!), and return to all-out growth as the enterprise networking

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00:08:17

Episode 272: Is This Huge Nvidia & Broadcom Customer...

Chip Stock Investor Podcast ·

2025/02/17

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Google (GOOGL/GOOG) a buy? We analyze Q4 earnings, focusing on GCP cloud revenue, capex, and discuss why Google is a core holding for the 2025 accelerated compute bull market. Will AI fuel Google's growth? Find out now!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try

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