The 7investing Podcast

Chip Stock Investing with Nick Rossolillo


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The semiconductor industry has been abuzz this past year. We've seen the market get pumped up about how custom chips will be needed to power AI, and that boosted chip stock valuations during early 2021. Yet we've also seen that optimism fade in recent months, as many chipmakers are cutting their forecasts and reporting weaker customer demand.

We already know the semiconductor industry is cyclical, but it's also a $600 billion global market. Is the recent selloff providing opportunities that long-term investors should capitalize on?

To answer that question, 7investing CEO Simon Erickson recently interviewed Chip Stock Investor founder and host Nick Rossolillo about three of his favorite companies in the semiconductor space. The two discuss why Qualcomm (Nasdaq: QCOM) could be an overlooked and undervalued opportunity, why NVIDIA (Nasdaq: NVDA) has plenty of future growth opportunities, and why ARM Holding's upcoming IPO could be worthy of your investing attention.

Publicly-traded companies mentioned in this podcast include Qualcomm, NVIDIA, AMD, and Taiwan Semiconductor. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

Have you seen our announcement about our 7investing Strong Buy Portfolio? We've recently identified our 20 highest-conviction ideas and have compiled them into a single portfolio. To see 3 of our actual stock positions, please click here to join our free 7investing email list!


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