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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

00:46:17

The Luddites Were Right: What History Tells Us About...

Chip Stock Investor Podcast ·

2026/04/03

The Luddites were skilled craftsmen who were angry about coming automation, and they weren't afraid to take that anger out on the machines. In fact, they were right about what was coming. In the long run, the Industrial Revolution eventually lifted everyone, but that long run took nearly 40 years.<br>We dig into the parallels that matter: job displacement, political backlash, government intervention, regulatory capture, the commodification of tech, and why software might be going through

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00:08:27

Investing in the Future of Semi Manufacturing: ASML's...

Chip Stock Investor Podcast ·

2026/03/30

Is ASML more than just a front-end lithography leader? While the Fab Five have seen a sell-off recently, the second half of 2026 is shaping up to be a revenue heat-up for the semiconductor equipment sector. In this video, we discuss ASML’s advanced packaging equipment.<br>While many associates ASML with high-end EUV machines, they are now iterating on "ancient" i-line technology with the Twinscan XT:260 to solve critical modern problems like wafer warpage and 3D chip

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00:13:10

Is IPG Photonics Ready For A Breakout?

Chip Stock Investor Podcast ·

2026/03/28

Is the industrial slump finally over? While every other tech company is (and has been) waving the AI wand around, IPG Photonics (IPGP) dropped an earnings report without mentioning AI once. But don't let the lack of buzz fool you—this business is flying under the radar as a critical player in the global industrial manufacturing.<br>Join us on Discord with Semiconductor Insider, sign up on our website: https://chipstockinvestor.com/pricing/<br>Supercharge your analysis with AI! Get

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00:10:06

Investing in the Next Memory Cycle: HBF, SanDisk, and...

Chip Stock Investor Podcast ·

2026/03/25

Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wall" for AI inference.<br>We explore how HBF fits into the existing memory hierarchy—sitting between HBM and traditional NAND flash—to provide high capacity and increased speed for the next generation of AI data centers. We also discuss the technical side of the SanDisk and Kioxia

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00:12:09

The AI Software Apocalypse Revolution: How to Value...

Chip Stock Investor Podcast ·

2026/03/23

Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in fiscal 2025 revenue—Google, and Amazon are the safest entry points , pure-play companies like CrowdStrike often provide more robust, fast-moving products for organizations that prioritize high-level data security. We explore how the shift toward AI agents and platform-based models is driving massive vendor consolidation across the

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00:10:35

Micron's Blowout Quarter -- Can It Continue in 2026?

Chip Stock Investor Podcast ·

2026/03/21

Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $33.5B versus about $23B expected. <br>Financial highlights include $13.8B GAAP net income, $5.5B free cash flow amid heavy capex, and a strengthened balance sheet with $14.6B cash and about $10B total debt. DRAM and NAND volumes and ASPs jumped sharply, and while higher memory prices may drive

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00:09:51

Can Nvidia Really Reach 1 Trillion In Revenue? NVDA...

Chip Stock Investor Podcast ·

2026/03/19

Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion opportunity in Ai inference. <br>Jensen Huang’s "five-layer cake" strategy now dominates the entire data center stack, from power delivery to AI models, aiming for $1 trillion in total revenue through

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00:10:05

Onto Innovation (ONTO) Breakdown: The Hidden AI...

Chip Stock Investor Podcast ·

2026/03/18

Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possible. In this deep dive, we break down why their flagship Dragonfly system is a winner in the AI era and how the company is successfully pivoting growth toward Taiwan and South Korea to offset shifts in China.<br>We also take a close look at Onto’s rivalry with industry giant KLA Corp and

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00:13:52

TMDX Stock: Can Transmedics Maintain 30%+ Growth in...

Chip Stock Investor Podcast ·

2026/03/16

Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break down why this organ care leader is a small bet in the Chip Stock Investor portfolio and what the inflection point from operating loss to profit means for long-term holders.<br>In this video, we cover:--37% annual revenue growth and the Q4 beat.-- How sensors and semiconductor connectivity are replacing the ice chest legacy of organ

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00:12:16

Can Oracle Deliver On Their Revenue Promises?

Chip Stock Investor Podcast ·

2026/03/14

We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower. <br>We hash over Oracle’s remaining performance obligations (RPO) of $553B, up 325% year over year, and discusses how heavy data center capital expenditures are pressuring free cash flow (over $11B negative) and contributing to slower constant-currency EPS growth (16%) versus revenue.<br>Finally review

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00:12:30

Marvell Data Center Revenue is Going Ballistic! 🚀 Is...

Chip Stock Investor Podcast ·

2026/03/12

In this analysis of Marvell Technology’s (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company’s dramatic shift toward becoming an all-in AI data center infrastructure play as data center revenue approaches nearly 80% of total sales. <br>The video breaks down Marvell’s core technological buckets—Logic, Networking, and Storage—highlighting their custom XPU work for major customers like Amazon and the strategic impact of acquiring Celestial AI and XConn. <br>Beyond

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00:17:09

The SaaS Apocalypse: Why Cybersecurity Investing...

Chip Stock Investor Podcast ·

2026/03/10

The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike, Fortinet, Cloudflare, and our newest addition, Rubrik, remain central to the Chip Stock Investor core basket, the industry is moving away from siloed products toward unified AI-driven platforms.<br>Despite recent market volatility, cybersecurity remains a powerful secular trend with global spending expected to hit $250 billion this year

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00:11:02

Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?

Chip Stock Investor Podcast ·

2026/03/07

Broadcom’s momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.<br>Announcements included its new custom accelerators called, get ready,...3.5D eXtreme Dimension System in package (XDSiP) platform. It's a mouthful, but new tech like this will continue to enable hyperscalers to design custom equipment

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00:13:41

Everpure (Pure Storage, PSTG): Shifting from Hardware...

Chip Stock Investor Podcast ·

2026/03/05

Everpure, formerly known as Pure Storage (PSTG), is undergoing a significant business model transformation from solely a NAND flash hardware provider to a data management and software-centric company. This shift is highlighted by the acquisition of 1Touch (rebranded as Pure1) to enter the Data Security Posture Management (DSPM) market and a strategic partnership with Meta, where Everpure provides high-margin IP licensing and engineering services rather than just physical storage arrays

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00:17:05

Moats, Monopolies, and Money: Axon Stock Analysis

Chip Stock Investor Podcast ·

2026/03/03

Axon Enterprises (formerly Taser) is undergoing a transformation from a product-based company to a critical public safety infrastructure giant. In this video, we dive into their February 2026 earnings update, exploring how "Physical AI" and recent acquisitions like Dedrone and Carbine are fueling their next leg of growth.<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15%

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00:13:45

Nvidia 5-Layer Cake — $500 Billion In Sales In 2 Years?

Chip Stock Investor Podcast ·

2026/02/28

Can Nvidia Hit $500 BILLION? 🚀 The AI "Five-Layer Cake" Explained<br>Nvidia is on a historic run, pacing to exceed $300 billion in sales for fiscal year 2027 (calendar 2026), with some estimates reaching as high as $400 billion. We are now looking at the once-impossible milestone: Half a Trillion dollars in revenue.<br>But how are these numbers even possible? Is this a bubble, or a fundamental shift in the global economy?<br>🔥 Why "Compute = Revenue"Jensen

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00:08:45

Is This Small-Cap Semi Stock Ready For A 2026...

Chip Stock Investor Podcast ·

2026/02/27

AI is breaking out of the data center and entering the physical world around us. In this video, Kasey and Nick explore Synaptics (SYNA), a fabless chip designer traditionally known for mobile touch sensors that is now betting big on "Physical AI" and Human Machine Interfaces (HMI).<br>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

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00:37:35

The ROI of AI: When Will These Massive Investments...

Chip Stock Investor Podcast ·

2026/02/27

Are we in an AI arms race or a massive overspend? Kasey and Nick sit down with Simon Erickson, founder of 7Investing, to break down the staggering $364 billion spent on CapEx by Meta, Microsoft, Alphabet, and Amazon last year alone. In this deep dive, we discuss:-- Why companies like Google and Amazon are vertically integrating their own hardware (TPUs) to avoid Nvidia’s high margins. --Apple’s "Patient" Approach: Why Apple's flat CapEx isn't a sign of weakness, but a calculated move to let others

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00:08:41

Is it Too Late to Buy the Memory Cycle? Micron Stock...

Chip Stock Investor Podcast ·

2026/02/24

As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron’s (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia’s supply chain. Join us on Discord with Semiconductor Insider, sign up on our website:

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00:16:33

Is AI Disrupting Cybersecurity? IS Palo Alto Networks...

Chip Stock Investor Podcast ·

2026/02/21

Palo Alto Networks (PANW) is facing a volatile market, leading many to ask: is the "SaaS Apocalypse" finally hitting cybersecurity? We break down why the market is hammering the stock despite a clear secular growth trend in the industry.<br>Since Nikesh Aurora took over in 2018, Palo Alto has spent $31 billion on multiple acquisitions to pivot from a simple firewall provider to a cloud and AI security powerhouse. We analyze the recent CyberArk deal, the shift in free cash flow

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