Chip Stock Investor Podcast

By 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 semiconduc... more

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How many episodes does Chip Stock Investor Podcast have?

The podcast currently has 492 episodes available.

Chip Stock Investor Podcast episodes:

March 15, 2024 Episode 107: The Secret AI War, and Japan's Renesas A Top Stock For 2024?
There’s a secret AI war brewing.
In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its capabilities in semiconductor design and AI inference – especially the recently announced purchase of Altium – are of particular interest.
We also discuss the broader semiconductor manufacturing scene in Japan, how that shifts the dynamics in future AI training and inference chip demand, and the implications of electronic design automation (EDA) acquisitions for the future of AI technologies. Our video underscores the strategic consolidations in the EDA market, positioning Renesas as a key player in the impending AI inference expansion.
Chapters:
00:00 Unveiling the Secret AI War and Japan's Semiconductor Surge
00:22 Deep Dive into Renesas: Japan's Semiconductor IDM
05:56 Renesas' Strategic Moves: Acquisitions and Market Expansion
09:59 The EDA Market Shake-Up: Renesas' Bold Strategy
14:56 AI's Next Frontier: Training, Inference, and the EDA Connection
21:24 Renesas' Acquisition Spree
24:05 Wrapping Up: Japan's Semiconductor Renaissance
Videos referenced:
Nick's discussion of Japan's dominance last year:
https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4
Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f
On Wolfspeed: https://www.fool.com/investing/2023/07/13/wolfspeed-lands-renewable-energy-chip-deals-but-ar/
https://youtu.be/GMWSKEKWibY
Synopsys to Acquire Ansys: https://www.youtube.com/watch?v=GLuq-CR5pd4
Cadence: https://www.youtube.com/watch?v=NJse8YwVRVU
Keysight Technologies: https://www.fool.com/investing/2024/01/30/with-the-synopsys-mega-merger-on-the-horizon-does/
👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#tokyoelectron #japan #japansemiconductors #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Synopsys and Cadence Design Systems
...more
28min
March 13, 2024 Episode 106: Will Japan Be the Biggest Winner In the Chips Manufacturing Arms Race? Tokyo Electron Stock 2024
We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven’t done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY).
Japan is emerging as a top winner from the chip manufacturing race, so it’s time that Tokyo Electron gets some attention. For our investor friends in Japan, you are likely already very familiar with one of the country’s largest companies. As AI hype continues, this business is only gaining in importance. Let’s get the rest of the world up to speed, shall we?
Tokyo Electron has been a wonderful investment, and there is a path to further gains. Nick and Kasey delve into the company’s history, its critical position as a supplier of semiconductor manufacturing equipment, and the stellar financial performance. They also discuss their current holdings in chip equipment, and their current view on Tokyo Electron stock after a massive rally in the last year.
Videos referenced:
Nick's discussion of Japan's dominance last year:
https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4
Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f
Lam Research – https://youtu.be/WYvho6DgPEg, https://youtu.be/1WYtJnXpOC4
Aehr Test Systems – https://youtu.be/GdD1SJrazhQ, https://youtu.be/7eKIEqKOd3E
Axcelis Technologies – https://youtu.be/w-fZrhmDU3o
Applied Materials and ASML – https://youtu.be/nZs_6AzN6u8, https://youtu.be/uDWP0_aW1Hc
👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Check us out on our website: chipstockinvestor.com
Chapters:
00:00 Exploring Japan's Rising Dominance in the Global Chip Supply Chain
00:34 Introduction to Tokyo Electron: The Unsung Hero of Semiconductor Manufacturing
01:02 The Strategic Importance of Japan in the Semiconductor Industry
04:36 Tokyo Electron's Journey to the Top of the Semiconductor Equipment Market
09:05 Understanding Tokyo Electron's Role and Expertise in Chip Manufacturing
15:51 Financial Insights: Tokyo Electron's Performance and Future Prospects
19:49 Valuation and Investment Perspectives on Tokyo Electron
24:08 Concluding Thoughts and Future Outlook for Tokyo Electron and Japan's Semiconductor Industry
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#tokyoelectron #japan #japansemiconductors #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of ASML, Applied Materials, KLA Corp and Lam Research.
...more
27min
March 13, 2024 Episode 105: Stocks We’re Buying and Selling March 2024 -- and Tech and Big Media Challenges Humanity With AI
In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales.
But to start, we share our thoughts on books we've read in the last year, and their relevance to investing in the "AI era." Those books may not be what you think. Instead of investing books, we instead prefer to read about how the world operates and how things work. In particular, The Creative Act: A Way of Being by Rick Rubin was a favorite from 2023, and has far-reaching implications as generative AI and data commoditization (especially in the media industry) challenge what it means to be a human being.
We also discuss shifts towards the potential of new media platforms and digital content distribution, emphasizing content creator partnerships over traditional media models.
00:00 Introduction
01:08 Investment Books and Personal Reading Habits
03:05 Discussion on the Creative Act and the Digital Economy
04:13 The Impact of Technology on Traditional Media Companies
06:10 Investment Strategies and Portfolio Updates
08:38 Current Reading List
11:50 Stocks Sold, Held, and Bought: Portfolio Moves
21:25 Final Thoughts
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#rickrubin #ai #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of lots of cos mentioned in the video!
...more
23min
March 08, 2024 Episode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?
Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies’ semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024.
Nick and Kasey go on to highlight Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a huge stock repurchase plan that cannot be ignored!
Don’t forget our live Q&A session for members of the channel on Discord on March 12, 2024!
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Chapters:
00:00 Introduction and Upcoming Events
01:20 Broadcom's Q1 Fiscal 2024 Performance
03:01 Broadcom's Segment Analysis and Future Outlook
05:41 Marvell's Q4 Fiscal 2024 Performance
06:15 Marvell's Segment Analysis and Future Outlook
08:41 Comparing Marvell and Broadcom's Performance
11:35 Investment Analysis of Broadcom and Marvell
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Broadcom and Marvell Technology

...more
16min
March 07, 2024 Episode 103: Top Cybersecurity Stocks CrowdStrike (CRWD) and Palo Alto Networks At War? – Top Stocks to Buy 2024
Are top cybersecurity Stocks CrowdStrike and Palo Alto Networks at War?
In this episode, Chip Stock Investors Nick and Kasey discuss the recent war of words in the cybersecurity industry, particularly involving Palo Alto Networks (PANW) vs CrowdStrike (CRWD). We highlight the bold statements made by CrowdStrike's CEO, George Kurtz, and the company's unique position as a single platform, single agent cloud software provider in cybersecurity.
However, it’s also important to understand the competition and room for growth in the industry overall. Stated another way, CrowdStrike and Palo Alto Networks may not be the head-to-head competitors the investment community pits them as. Chip Stock Investor uses its recently released Cybersecurity Industry Flow to explain.
At the end of the day, CrowdStrike's financial performance and operating leverage were real standouts in this last quarter. Nick and Kasey emphasize the importance of focusing on company operations and long-term financials when considering investments in cybersecurity stocks like this one.
Stay tuned for a big update from Broadcom (AVGO) at the end of this week!
Chapters:
00:00 Introduction and Overview
00:22 Welcome and Announcement of Upcoming Events
01:30 Cybersecurity Industry Dynamics
03:00 Deep Dive into CrowdStrike's Earnings Call
05:05 Understanding the Cybersecurity Industry Landscape
06:08 The Real Focus for Investors
11:35 CrowdStrike's Financial Performance
15:46 CrowdStrike's Strategic Acquisitions and Future Prospects
18:35 Is CrowdStrike Stock a Buy?
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#crowdstrike #cybersecurity #paloaltonetworks #zscaler #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Crowdstrike and Palo Alto Networks
...more
22min
March 07, 2024 Episode 102: Top Explosive Growth Stock to Buy For 2024? Arcadium Lithium Might Be In Great Shape
Want to know what just might be the top explosive growth stock to buy for 2024?
The lithium market got blasted in 2023 due to supply chain issues, geopolitical economic battles between the U.S. and China, slowing (but not declining) demand for electric vehicles, and more. But could the market be at a bottom and mounting a recovery?
Arcadium Lithium thinks things are looking up. The company, which was formed out of the merger between Livent and Allkem, looks like it’s in good shape. The stock rallied on recent comments from management, and has adequate cash to meet its expansion plans over the next two years.
In this episode of Chip Stock Investor, Nick and Kasey discuss the dynamic situation taking place in the lithium mining and refining industry, and parse through Arcadium’s recent comments and quarterly financials to get clues on whether it’s time to buy the stock. They also talk about valuation, and what they plan to do with their holding in Arcadium Lithium this year.
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Chapters:
00:00 Introduction to Lithium and Arcadium
01:26 Understanding the Lithium Market
02:55 The Role of Arcadium in the Lithium Market
03:07 The Merger of Allkem and Livent to Form Arcadium
04:07 The Challenges of Lithium Mining
06:37 The Financial Performance of Arcadium
12:48 The Outlook for 2024 in the Lithium Market
16:32 Investing in Arcadium
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Arcadium Lithium
...more
22min
March 07, 2024 Episode 101: Soaring Small Cap Stocks to Buy Now? – Skywater Technology (SKYT) and ACM Research (ACMR)
Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them.
In this episode, Chip Stock Investors Nick and Kasey delve into the business models for these small companies, and explain why they own one, and why they’re content to watch the other from the sidelines. They also explain if they’re buying more of these soaring small cap stocks right now, and their general philosophy when investing in small cap stocks.
Stay tuned later this week for an update on Arcadium Lithium (ALTM, formerly Livent and Allkem), and top cybersecurity names CrowdStrike, Zscaler, and chip giant Broadcom!
Chapters:
00:00 Introduction and Overview
01:04 Understanding Small Cap Companies
02:31 Deep Dive into Skywater Technology
05:39 Skywater Technology's Financials
08:25 Skywater Technology's Future Prospects
12:48 Exploring ACM Research
14:00 ACM Research's Business Model
22:08 ACM Research's Financials
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

#acmresearch #skywater #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Skywater Technology
...more
27min
March 01, 2024 Episode 100: Investing in Cybersecurity Stocks in 2024
Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Investor does a deep dive into its new Cybersecurity Industry Flow chart, designed to help investors get a better understanding of this critical software service in a new era of cloud computing and AI.
Cybersecurity stocks have been great long-term investments, but the top companies can be tricky to understand. Nick and Kasey discuss cybersecurity software from a high level view, and provide visuals to aid in understanding how data infrastructure works and how it gets protected by various security hardware and services.
You can find our accompanying Cybersecurity Industry Flow show notes on our Ko-Fi Shop, as well as our Semiconductor Industry Flow in our shop as well. And get this and all of our content via a YouTube or Ko-Fi membership, which also includes access to our Discord channel, for just $5 a month!
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#cybersecurity #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey Rossolillo are long Palo Alto Networks (PANW), Fortinet (FTNT), CrowdStrike (CRWD), Arista Networks (ANET), Visa (V), Mastercard (MA), Broadcom (AVGO), Dynatrace (DT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Cloudflare (NET), and Vanguard Information Technology ETF (VGT).
...more
53min
March 01, 2024 Episode 99: 2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?
In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO) and Onto Innovation (ONTO).
Silicon Motion was the object of a merger with MaxLinear (MXL), before MXL walked away last year. And we think that’s a good thing. Silicon Motion designs memory controllers for devices like PCs, smartphones, and autos. Despite facing notable competition, the company's high performance chips give it a competitive advantage, and they predict a new growth cycle is starting in 2024.
Onto Innovation, which falls in the semiconductor wafer manufacturing equipment space, is a smaller player in the metrology space. It competes with industry giants like Applied Materials (AMAT) and KLA Corp (KLAC). But after its revenue decline in 2023, we are starting to see positive upward momentum that has been driving the stock higher. The company's innovative product portfolio, strong cash position, and potential for future acquisitions appear promising.
Stay tuned for our cybersecurity video and manual on the industry later this week!
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at YouTube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Silicon Motion and Onto Innovation.
...more
22min
February 23, 2024 Episode 98: Palo Alto Networks Stock Crashes, and Cybersecurity Industry Stocks 2024
Cybersecurity giant Palo Alto Networks (PANW) stock took a nosedive, but why? In this video, Chip Stock Investors Nick and Kasey break down the company's earnings report, the industry trend of 'platformization,' and whether this is a buying opportunity or a sign of deeper trouble. We also address investor concerns over share dilution. Get ready for:
–Analyzing PANW’s financial position, shifting strategies, and what it means for investors.
–The big picture on where cybersecurity industry trends are heading and how it impacts Palo Alto Networks.
–The “platformization” play – is this Palo Alto Networks' path to future dominance, or a risky gamble?
–Chip Stock Investor’s take on the valuation after the update
In this video, we also reveal our Cybersecurity Industry Flow Chart, which will help investors navigate all of the different types of software security out there. Coming soon is a Cybersecurity Industry 2024 manual and video. Make sure you're subbed to the channel!
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year.
Check us out on our website: chipstockinvestor.com
We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
https://mainstreetdata.com/subscription?via=chipstockinvestor
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Palo Alto Networks
...more
23min

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