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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

00:14:03

The AI Data Center Stock (That's Not Nvidia)

Chip Stock Investor Podcast ·

2025/12/17

Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.<br>In this video, we break down how Caterpillar’s long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play, driving a $10 billion jump in backlog as data centers

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00:20:02

The "No-Regrets" Robotics Investment Portfolio

Chip Stock Investor Podcast ·

2025/12/15

Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.<br>In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid robots like Tesla’s Optimus, the real investment opportunity lies in the industrial semiconductors that enable motion, perception, and power management.<br>We analyze the forecast from WSTS, the

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00:09:34

Are We Selling Oracle (ORCL) Stock?

Chip Stock Investor Podcast ·

2025/12/12

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. <br>In this video, we break down the multiple factors impacting Oracle’s (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $10 Billion, and a one-time sale of Ampere is masking the true net income.<br>We analyze why Oracle is selling its chip unit to SoftBank, why "Remaining Performance Obligations" (RPO) are not set in

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00:17:31

Netflix vs. Paramount: The Hostile War for Warner...

Chip Stock Investor Podcast ·

2025/12/12

Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we aren't buying Netflix stock on this news.<br>In this video, we break down the massive bidding war for Warner Bros Discovery. Netflix has officially entered the chat with a complex deal to acquire HBO and the Warner Bros movie studios while leaving the "dying" cable assets behind. But the drama is just starting—Paramount

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00:09:12

The Informatica Plumbing Behind AI Agents: Salesforce...

Chip Stock Investor Podcast ·

2025/12/08

Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze how Informatica serves as the critical software infrastructure layer, providing the clean data integration needed to power Salesforce’s agentic AI products and automate customer workflows.<br>We also

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00:17:10

Watch This Before 2026: Marvell’s New Tech & The...

Chip Stock Investor Podcast ·

2025/12/08

Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video, we break down Marvell's Q3 earnings, why they are buying a semiconductor startup for such a high price tag, and the "Photonic Fabric" technology that aims to solve data center bottlenecks.<br>We also discuss a critical signal for semiconductor investors: Why the roadmap for next-gen networking suggests we might see a

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00:14:22

Symbotic (SYM) Analysis: Robotics Pure Play or Just a...

Chip Stock Investor Podcast ·

2025/12/08

Pure-play robotics stock Symbotic (SYM) has had a wild ride in 2025, soaring to new highs before taking a significant hit—dropping ~21% in just 24 hours. After several write-ups on our research platform, we decided it was time to make a video!<br>In this video, Nick and Kasey break down exactly what Symbotic does, from its AI-powered intake systems to the "SymBot" mini-robots automating logistics for giants like Walmart. We analyze the company's recent earnings, which showed

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00:09:56

Nvidia Picks the Next Big Winner In Enterprise...

Chip Stock Investor Podcast ·

2025/12/02

Nvidia has just announced a $2 billion purchase of Synopsys stock, tightening the relationship between the AI hardware giant and the leading Electronic Design Automation (EDA) company. In this video, we break down why Nvidia is betting big on its upstream partner and what this means for the future of the semiconductor supply chain.<br>We explore the strategic reasoning behind the deal, including the acceleration of chip design using Nvidia CUDA libraries and the expansion of Digital Twin

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00:10:21

Why AI is "Eating" Software Stocks (And Why We Are...

Chip Stock Investor Podcast ·

2025/11/28

While investors have been piling into Nvidia and AI infrastructure, the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear? That AI will disrupt legacy software. The reality? A circular reasoning trap that has crushed valuations and created potential opportunities for patient investors.<br>In this episode, we analyze the current state of the software market, using Adobe (ADBE) and Monday.com (MNDY) as prime examples. We discuss why the "R&D

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00:10:23

Google Stock: The Real Reason It’s Doubled (It’s Not...

Chip Stock Investor Podcast ·

2025/11/26

The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?<br>In this episode, we dig past the headlines to uncover the real catalyst behind Google’s recent stock performance—and it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and

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00:11:47

Why Palo Alto Networks Just Spent Billions (PANW...

Chip Stock Investor Podcast ·

2025/11/25

Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend: Cybersecurity.<br>With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategy—including the purchase of Chronosphere and the pending CyberArk deal—and what this means for their entry into the cloud

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00:17:29

Nvidia the Fraud? An Explanation of the Bear Thesis...

Chip Stock Investor Podcast ·

2025/11/22

The market is pulling back (NASDAQ down 8.5%, and the bearish claims against Nvidia and the entire AI data center build-out are louder than ever. <br>Claims are circulating that the AI boom is a "house of cards" and potentially "the biggest fraud in human history"<br>At Chip Stock Investor, we're cutting through the noise to moderate the extreme bearishness. We analyze the key claims being made, including the circular relationship chart, the nature of Nvidia's

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00:09:16

Is Nvidia Stock Still A Good Investment For 2026?...

Chip Stock Investor Podcast ·

2025/11/20

NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own heading into the new year? <br>In this moderate, high-level analysis, we dig into the latest NVIDIA financial results and the guidance taking us into January 2026. . Find out what's working for NVIDIA right now, including the continued dominance of the Data Center segment.<br>We'll also discuss the biggest risk to the

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00:11:12

What Is Depreciation? Are Nvidia and Hyperscaler...

Chip Stock Investor Podcast ·

2025/11/18

Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate GAAP earnings.<br>We dive into this controversial argument, explaining exactly what depreciation is and how extending the useful life of assets (like NVIDIA's GPU-based servers) impacts a company's financial reports.<br>But here's the real question for investors: Is depreciation

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00:14:11

Ubiquiti (UI) and Arlo: Strategic Moves in the Tech...

Chip Stock Investor Podcast ·

2025/11/15

In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies. <br>We discuss Ubiquiti’s recent financial performance, including their sequential revenue growth, debt status, and inventory levels, and analyze the potential reasons behind their recent stock performance.<br>The focus then shifts to Arlo Technologies, exploring their transition to a subscription-based business model, revenue trends, and profitability metrics. <br>Additionally,

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00:16:14

Want To Invest In Robotics? It's Not Where You Think...

Chip Stock Investor Podcast ·

2025/11/13

Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and industrial end market. and now has more customers in data center as well as in robotics. <br>Learn about Tunneling Magneto-resistance (TMR) sensor technology—an upgrade from older Hall Effect sensors—that is crucial for high-voltage applications in Electric Vehicles (EVs), green energy, and the imminent rise of industrial automation and

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00:10:39

AppLovin: Digital Ads are AI's Most Profitable Use...

Chip Stock Investor Podcast ·

2025/11/10

Is the most profitable use of AI in 2025 generating videos of kittens trading stocks? Not quite. The digital advertising industry still reigns supreme as the best use of AI, and AppLovin stands out as a key player. This episode dives deep into AppLovin's recent financial performance, the SEC probe, and their exciting new ventures into e-commerce with a self-serve ads platform. We'll also cover their Q3 2025 earnings, growth rates, free cash flow, and future prospects. Plus, a sneak peek into

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00:13:06

Ouster (OUST) Stock Analysis: Should You Buy The Dip...

Chip Stock Investor Podcast ·

2025/11/10

Ouster (OUST) is a small-cap player in LIDAR, aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 2025 earnings, we dive into the financials to see if this "prove it" stock is a buy the dip candidate.<br>We analyze the company's supply chain, key customers like Serve Robotics, and break down Ouster's progress toward its long-term financial goals for revenue growth, gross margins, and operating expenses. While Q3 showed strong revenue

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00:11:47

AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A...

Chip Stock Investor Podcast ·

2025/11/06

While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all about CPUs, PC/laptop stabilization, and EPYC. The shift to maximizing revenue growth—even with a potential 10% share dilution from the OpenAI equity award —is a big change for AMD investors. <br>Chip Stock Investor breaks down the numbers, the massive GPU/MI400 series deployment risk , the

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00:11:39

The Real Reason ServiceNow & Netflix Are Splitting...

Chip Stock Investor Podcast ·

2025/11/03

ServiceNow and Netflix are splitting their stock in late 2025! In this video, we break down ServiceNow's 5-for-1 split (happening in December) and Netflix's 10-for-1 split (in November).<br>We dive into the key reasons why high-growth companies like these, which have seen awesome revenue growth, choose to split their stock, including the often-overlooked motivation of managing employee stock awards and incentives.<br>Is a stock split a sign of a coming stock price increase

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372 results

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