Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing.In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud infrastructure down to enterprise software and e-commerce end markets — using our new Custom Supply Chain research tool. We break down where Cloudflare, Akamai, and Fastly actually sit relative to vertically integrated competitors like AWS, Microsoft, and Google, all of whom now run in-house CDNs.We cover how neoclouds like CoreWeave and Nebius fit into the AI infrastructure picture, why DigitalOcean's CDN relationship with Cloudflare matters, and which enterprise software names (Salesforce, ServiceNow, SAP, Palo Alto Networks) rely on which providers. Then we use the mapping to evaluate competitive positioning, pricing power, and where profit is actually accruing in the data center and cloud infrastructure ecosystem.If you're researching Cloudflare, Akamai's turnaround potential, or Fastly's multi-CDN diversification thesis, this framework will change how you evaluate these names.Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: <a href="https://www.chipstockinvestor.com">https://www.chipstockinvestor.com</a>All our socials: <a href="https://linktr.ee/chipstockinvestor">https://linktr.ee/chipstockinvestor</a>If you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode 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. CSI owns shares of Cloudflare.

Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing. In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud infrastructure down to enterprise software and e-commerce end markets — using our new Custom Supply Chain research tool. We break down where Cloudflare, Akamai, and Fastly actually sit relative to vertically integrated competitors like AWS, Microsoft, and Google, all of whom now run in-house CDNs. We cover how neoclouds like CoreWeave and Nebius fit into the AI infrastructure picture, why DigitalOcean's CDN relationship with Cloudflare matters, and which enterprise software names (Salesforce, ServiceNow, SAP, Palo Alto Networks) rely on which providers. Then we use the mapping to evaluate competitive positioning, pricing power, and where profit is actually accruing in the data center and cloud infrastructure ecosystem. If you're researching Cloudflare, Akamai's turnaround potential, or Fastly's multi-CDN diversification thesis, this framework will change how you evaluate these names. Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: https://www.chipstockinvestor.com All our socials: https://linktr.ee/chipstockinvestor If you're getting value from the show, follow so you don't miss the next one. — Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction. Content in this episode 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. CSI owns shares of Cloudflare.

Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing.In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud infrastructure down to enterprise software and e-commerce end markets — using our new Custom Supply Chain research tool. We break down where Cloudflare, Akamai, and Fastly actually sit relative to vertically integrated competitors like AWS, Microsoft, and Google, all of whom now run in-house CDNs.We cover how neoclouds like CoreWeave and Nebius fit into the AI infrastructure picture, why DigitalOcean's CDN relationship with Cloudflare matters, and which enterprise software names (Salesforce, ServiceNow, SAP, Palo Alto Networks) rely on which providers. Then we use the mapping to evaluate competitive positioning, pricing power, and where profit is actually accruing in the data center and cloud infrastructure ecosystem.If you're researching Cloudflare, Akamai's turnaround potential, or Fastly's multi-CDN diversification thesis, this framework will change how you evaluate these names.Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&amp;A and a growing set of tools to build your process: <a href="https://www.chipstockinvestor.com" rel="noopener noreferrer">https://www.chipstockinvestor.com</a>All our socials: <a href="https://linktr.ee/chipstockinvestor" rel="noopener noreferrer">https://linktr.ee/chipstockinvestor</a>If you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode 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. CSI owns shares of Cloudflare.

What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo

Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both companies have seen their stock prices soar in recent weeks on optimism surrounding AI, and many investors are wondering if they are still a good investment.

In this video, Nick and Kasey will take a closer look at Marvell Technology and Super Micro Computers. They discuss the two companies' business models, their recent financial performance, and the competitive landscape. They also discuss the factors that have contributed to the recent surge in stock price, and whether either stock will continue to grow at the same clip as they have as of late.

As a bonus, they also reveal one semiconductor industry adjacent stock they'll be adding to their portfolio later this week.

Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both companies have seen their stock prices soar in recent weeks on optimism surrounding AI, and many investors are wondering if they are still a good investment. In this video, Nick and Kasey will take a closer look at Marvell Technology and Super Micro Computers. They discuss the two companies' business models, their recent financial performance, and the competitive landscape. They also discuss the factors that have contributed to the recent surge in stock price, and whether either stock will continue to grow at the same clip as they have as of late. As a bonus, they also reveal one semiconductor industry adjacent stock they'll be adding to their portfolio later this week.

Episode 2: Marvell Technology and Super Micro Computers: Are They Still a Buy After Soaring On AI Optimism?

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI.

In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be cautious right now. We will also cover two key risks that investors should be aware of: chip supply, and valuation.

At Chip Stock Investor, we still believe Nvidia is a good investment for the long term. The company is well-positioned to benefit from the growing demand for the new generative AI market, but break down what a fair value might be after the last epic earnings report.

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be cautious right now. We will also cover two key risks that investors should be aware of: chip supply, and valuation. At Chip Stock Investor, we still believe Nvidia is a good investment for the long term. The company is well-positioned to benefit from the growing demand for the new generative AI market, but break down what a fair value might be after the last epic earnings report.

Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?

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 of the world, and how to invest in its growth.

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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 of the world, and how to invest in its growth.

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