Chip Stock Investor Podcast

Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and Mobileye. We break down Nvidia's deeper push into automotive AI models despite its massive data center focus, and examine Qualcomm's automotive segment, which has now grown to nearly 10% of its total revenue. The major spotlight, however, is on Mobileye's surprise $900 million acquisition of Mentee Robotics, a move that leverages their $1.7 billion cash pile to expand from autonomous driving technology into the emerging humanoid robot race.
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Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia remains our top stock pick for the year.
As AI shifts from training to inference, Nvidia is evolving its hardware to solve the memory wall. Today, we look at the Bluefield-4 storage processor and how it integrates with the Nvidia Dynamo software architecture to boost inference performance by up to 5x. We also share our updated 2026 baseline assumptions for NVDA stock, including profit growth expectations and valuation risks.
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It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how Google stacks up against pure play competitors like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. While Google shares gained 60% over the last twelve months, we analyze if the dedicated quantum companies offered better returns or simply more volatility.
We break down the latest updates on Google's Willow chip and the Quantum Echoes algorithm which mark a significant step toward real...

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.
Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.
Find out what companies are involved in this fast growing market and how to approach investing in them.
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Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?
In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins.
We analyze the software licensing model, the global shortage of NAND flash memory, and why the new $400 million buyback program.
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Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally, we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers.

Despite the strong performance, we remain prudent regarding valuation and the cyclical nature of the industry. We break down the adjusted free cash flow metric, which adds back Chips Act incentives , and discuss how significant capital...

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.
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 scramble for onsite power.
We analyze why the market is finally repricing this "hidden" energy giant, compare their onsite generation strategy directly against GE Vernova, and run a re...

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.
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.
We analyze the forecast from WSTS, the recovery in the Auto/Industrial sector, and why we believe the "boring" analog and sensor stocks are currently some of the...

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance.
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.
We analyze why Oracle is selling its chip unit to SoftBank, why "Remaining Performance Obligations" (RPO) are not set in stone revenue, and why we are tax-loss harvesting our position until the cash flow improves.
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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.

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 Skydance has launched a hostile counter-offer directly to shareholders.

We analyze the "Ba...

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.
We also dive into the financials, looking at how Informatica contributes approximately 5% to revenue and 3% to free cash flow, while Salesforce shares trade at an attractive 18x trailing price-to-free cash fl...

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.

We also discuss a critical signal for semiconductor investors: Why the roadmap for next-gen networking suggests we might see a cyclical slowdown hitting the hardware market in the second half of 2026.

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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!

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 strong full-year numbers, and explain why Wall Street analysts quickly downgraded the stock despite the initial pop.

We al...

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.
We explore the strategic reasoning behind the deal, including the acceleration of chip design using Nvidia CUDA libraries and the expansion of Digital Twin technology for factory and automotive simulations. We also analyze the impact of the Synopsys and Ansys merger, which positions the combined...

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.
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 Holiday" of the 2010s is officially over, why profit margins are compressing as companies spend heavily to integrate AI, and why Adobe’s recent $1.9B ac...

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?
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 Android.
We also break down Alphabet’s massive $56B R&D spend, their aggressive AI data c...

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.
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 observability market against competitors like Datadog and Dynatrace.
In this video, we cover:
-- AI-Native Security: Why AI age...

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.
Claims are circulating that the AI boom is a "house of cards" and potentially "the biggest fraud in human history"
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 equity financing in customers like Core Weave and OpenAI, and recent changes in geographic revenue reporting. Is this genuinely a massive fraud, or...

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?
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.
We'll also discuss the biggest risk to the stock.
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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.
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.
But here's the real question for investors: Is depreciation the biggest threat, or should we be focusing on the massive Capital Expenditures (CapEx) already spent? We break down the implications for NVIDIA and the...

In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies.
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.
The focus then shifts to Arlo Technologies, exploring their transition to a subscription-based business model, revenue trends, and profitability metrics.

Additionally, we consider the impact of the broader economic environment on these companies and offer insights into potential investment strategies.

Chapters00:00 Ubiquiti's Performance03:21 Ubiquiti's Financial Health and Ma...

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.
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 robots. We explain the physics behind TMR and why Allegro is a leader in this high-precision, high-cost, and high-potential market.
We also revi...

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 our new Chip Stock Investor web app.Join us on Discord with Semiconductor Insider, sign up on our website...

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.

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 acceleration, a look at free cash flow and the dilutive effect of the ATM program highlights the trade-offs of...

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.

Chip Stock Investor breaks down the numbers, the massive GPU/MI400 series deployment risk , the surprising profit centers in Q3, and an updated Reverse DCF valuation.

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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).

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.

Is a stock split a sign of a coming stock price increase? Historically, stocks tend to do well immediately after a split, but we explain why the real long-term focus should be on...

NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain.

We also discuss the differences between 5G and 6G, including a potential 100x increase in data transfer speed, aiming for near-zero latency, and increased capacity. This next generation of communication is primarily geared toward commercial and industrial use cases, such...

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?

We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.

Foundry, led by TSMC and other chip fabs, drove 60% of sales. Rising NAND demand is a key long-term tailwind. Q3 revenue was $5.32 billion. Lam’s large customer service revenue (ro...

In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story, shifting its focus from primarily revenue growth to accelerated profit margin expansion.

The full ownership of Prolec, a key supplier of transformers, is immediately accretive to adjusted EBITDA beginning in 2026. Critically, the acquisition removes a non-compete clause that previously restricted GEV's direct participation in the North American market.

This is strategically timed to...

Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAA

Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the drop—including new product announcements from competitors like Broadcom and Nvidia—and explain the more fundamental reason for the recent volatility: statistics and a hefty valuation.

Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that recovers and retransmits degraded data signals in a data center) but has...

The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition?

We break down what Spectrum X is—NVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology, Quantum X InfiniBand.

Discover the powerful counter-narrative: the strong partnership between Arista and Broadcom. They are working together on Ethernet-based XPU systems for hyperscalers. Broadcom has se...

Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).

The company has successfully flipped to GAAP profitability, showing a stunning operational turnaround. In Q2 2025, GAAP Operating Income hit $488 million, up significantly from the prior year. Crucially, the Garena gaming platform, featuring the wildly popular game Free Fire, is the main earnings driver, contributing 44% of adjusted EBITDA. Following a return to growth in its core gaming segment, Sea Limited raised its full-year guidance, expecting digital entertainment...

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it’s back in growth mode.

In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.

Key Topics Covered:

...

Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.
In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags.

We'll explore its innovative SASE platform, the ongoing "Browser Wars" in the AI era, and the complicated legal battles and shareholder structure lurking beneath the surface. Is this a top cybersecurity stock...

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?

CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.

In this video, we cover:

✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an AI-focused model context protocol).

✅ The...

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Nvidia and Intel announced a partnership last week that has investors foaming at the mouth. Will the 5 billion dollar check written to Intel from Nvidia be the lifeline INTC needs to complete their turnaround story? What key takeaways from the co-conference can we glean. Your non-breaking semiconductor news team has a few points to consider.

Sign...

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Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we’re celebrating by reviewing our journey and the performance of semiconductor stocks we’ve discussed. From Nvidia and AMD to Qualcomm, Broadcom and more, we'll recap how these companies have fared and our strategy for allocating inve...

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Welcome to CSI's first video about Rubrik, another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company data, their recent acquisition of Predibase, and their transition to a cloud-based subscription model. Financial updates and guidance are also discussed, including revenue growth, free cash flow, and market volatility. Tune in for a detailed analysis of Rubrik's...

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We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges, including reduced revenue from China, issues with a major foundry customer, and the restructuring of their global headcount. Finally, Nick and Kasey talk about the importance of owning a basket of stocks and what CSI is doing with its portfolio.<...

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Salesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet, revenue segments, and quarterly results. Despite some stagnation in traditional business areas, Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on Salesforce's financials and future prospects, including potential roadblocks and the importance of profit margin expansion.

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Analog Devices (ADI) might seem like a boring semiconductor stock, but here at Chip Stock Investor, we are here to tell a different story. We'll cover ADI's hybrid business model, their market diversification, and their recent earnings performance. Key topics include ADI's role in various sectors like healthcare, automotive, and industrial markets, and their adaptation to current...

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Nvidia Q2 earnings are here, and while they may have disappointed on the surface, guidance for the rest of 2025 and into 2026 tells a different story. Chip Stock Investors Nick and Kasey briefly review, and how they are prepared for an eventual down cycle in hyperscaler CapEx, the main driver...

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In this episode of Chip Stock Investor, hosts Nick and Kasey provide an update on Unity Software. Key points include the significant developments in Unity's Grow Solutions segment, the launch of their AI-powered advertising platform Vector, and the company's overall financial health. We also discuss the potential for growth and the possibility of a correction...

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In this episode of Chip Stock Investor, hosts Nick and Kasey dive into the details of Miami International Exchange (MIAX), a company that recently went public. We discuss the company's business model, its role as a financial exchange, and its primary financial derivatives operations. The discussion also touches on MIAX's competitors, its revenue model, and key financial metrics post-IPO.
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In this episode of Chip Stock Investor, Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT), one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry, analyze the performance of AMAT's various business segments, and discuss the outsized impact...

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Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut. What's in store for this new layer of data centers purpose built for the AI era? Learn financial metrics you'll need as you measure the progress of these companies.

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Fortinet stock got clobbered following its Q2 2025 earnings update. What happened? Chip Stock Investor discusses Fortinet's investment into data centers, and how that warrants a re-rate of the valuation for now, and whether the company's prospects are still good in the important cybersecurity industry.

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Investors are excited about the prospects for AI inference, and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market? There are actually other candidates, like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And of course, a big data center AI inference winner is none other than Arista...

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It's been a couple of years since Chip Stock Investor reviewed small chip manufacturer Qorvo (QRVO stock). What's changed since then? And is it finally cheap? Nick and Kasey discuss what's going on in the semiconductor industry, and how Qorvo may have finally turned a corner.

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Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.

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Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.

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ASML stock had a "rough" week after Q2 2025 earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise, ASML is going to be just fine. Chip Stock Investor explains the critical data points you need to know in this mid-year 2025 update.
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Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.

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After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great long-term investment.

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Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies.

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Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update.

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WOLF videos to watch:

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Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.

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AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials.

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Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.

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It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's growth in AI and data center infrastructure.

LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey...

Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider.

Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/🛜: https://www.chipstockinvestor.com🎧: https://podcasters.spotify.com/pod/show/chipstockinvestor*****************************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide...

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/🛜: https://www.chipstockinvestor.com********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information...

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working on in cybersecurity, including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard...

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on.Watch our previous video on CoreWeave: https://youtu.be/OcFsXMKzHBYSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in 2025, and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stock-buy-the-dip-before-liftoff/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that means for FPGA pure play, Lattice Semiconductor. We explore the implications for Lattice, analyze their current valuation metrics, and discuss potential market changes following the Altera deal. Learn about Lattice's financial health, market strategy, and how Intel’s strategic sa...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, Kasey and Nick revisit AMD's performance in the most recent quarter to evaluate whether it's finally time to buy AMD stock. The story all along has been about increasing profit margins. Has AMD finally done it?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us...

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Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment.

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Investors had a brief scare when U.S. GDP contracted in Q1 2025. But global powerhouse stocks can provide a sleep-easy investment. Chip Stock Investors Nick and Kasey break it down, discussing macroeconomics through the lens of Visa (V stock) and Booking Holdings (BKNG).

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Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP.

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In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Tesla’s Q1 dip a normal cycle downturn or the start of something bigger? We explore key data points like vehicle deliveries, energy revenue, and Elon's political impact. Then we turn to Intuitive Surgical’s solid performance, procedure growth, and how tariffs might affect its margins. Two very different businesses, both navigating big challenges and big opportunities.

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Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Investors were clamoring for humanoid robot stocks earlier this year, but some of the most productive use of robotics around is none other than inside semiconductors fabs. Chip Stock Investors Nick and Kasey discuss how it works, who the king of fab robotics and automation is, and three key suppliers for fab robotics.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSign Up For...

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ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for 2025 and beyond?

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Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break down the present situation.

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Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff threats and trade wars. Chip Stock Investors Nick and Kasey discuss these manufacturing changes, including silicon photonics, how this will benefit Nvidia, and risks for TSMC.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information...

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Tariffs have the stock market in turmoil. It's a new era for chip stocks. Is the "Nvidia of power chips," Monolithic Power (MPWR stock) still a good buy? Chip Stock Investors Nick and Kasey discuss why they've been buying during the market crash, but also point out a key risk from the U.S. and China trade war.

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What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? They discuss past market turbulence, and common mindsets that lead to bad decisions -- in times of extreme fear, as well as times of unchecked investor optimism.

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Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersOnsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about this portfolio holding?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://au...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formMemory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more! 👇Find out more at https://www.chipstockinvestor.comJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers

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Is ServiceNow (NOW) stock a buy now? Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years, including with its partnership with Nvidia (NVDA) in building enterprise AI software.

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Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like SK hynix and Absolics. We also address the impact of macro trends such as the US Chips Act and forecast potential growth opportunities for AMAT in the semiconductor industry.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io...

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIn this episode of Chip Stock Investor, Nick and Kasey delve into Google's planned acquisition of cloud cybersecurity company Wiz for $32 billion. They also discuss the Department of Justice's proposed rulings on Google's ad dominance and explore the broader shift from mobile to data center monetization.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two we...

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Nvidia hosted its first ever Quantum Day at GTC 2025. But does that make quantum computing a good investment right now? And who is poised to profit the most from quantum computing at this point in the research and development process? Chip Stock Investors Nick and Kasey Rossolillo discuss why Nvidia could be the best bet right now.

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Jensen Huang said the robot revolution is "closer than you think." But how close? And where should investors get started? Chip Stock Investors Nick and Kasey discuss why Nvidia is a great place to start. They also discuss why other top semiconductor companies can be a great bet on robotics, and why investors eager for humanoid robot startup investments should be leery. This is a key update from Chip Stock Investor!

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Oracle had another great earnings report. Were there hidden messages for investors worried about the durability of the market during the correction? What does it mean for top Oracle supplier Nvidia?

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Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the AI boom over? Or is Nvidia's value proposition to customers only just starting? Chip Stock Investors Nick and Kasey break down a pivotal moment in the GTC event, and discuss whether the AI data center trade will re-accelerate or not.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal...

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Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semiconductors and software mean for growth in 2025 and beyond. Get the key insights before NVIDIA (NVDA) GTC!

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CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Microsoft as a top customer, and why they might buy a small position anyways despite the risk

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Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback, hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription software and storage hardware, paired with a new supply deal with Meta, could be catalysts for future growth. Chip Stock Investor takes another look at the valuation and discusses whether...

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. What will logic chip technology look like in the next 15 years? And how can this technology R&D be invested in right now? Chip Stock Investor explains a few details from recent investor days at ASML and Lam Research (LRCX) where the next decade of logic chip technology was briefly mentioned.Join us on Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersArticle links:https://youtu.be/5RPFfPtgw7g?si=J3i38eqHnmwNTsORhttps://www.asml.com/en...

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Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025.

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The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble? What happened? Is it time to buy the dip? Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong, and what they're doing to get the growth story back on track. They also explain why they're buying a bit more of TTD to their long-time holding in the company.

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Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Nvidia earnings were great, so why does the market still hate the stock? Chip Stock Investors Nick and Kasey discuss two "issues" that are weighing on NVDA stock right now, but why Nvidia's business could remain in growth mode for some time in the young AI industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io...

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, Kasey discusses Vertex Pharmaceuticals which was a recent addition to the Chip Stock Investor portfolio. Vertex had two new approvals before the most recent earnings report with more to come in the coming years. Will 2025 be a breakout year for Vertex?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat...

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor🛜: https://www.chipstockinvestor.com*******************************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is fo...

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Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025, with potential recovery slated for late 2025 or 2026. The video discusses the impact on Axcelis' profitability, operating expenses, and stock value, supplemented with insights from FinChat.io. Nick also advises caution and patience for investors considering Axcelis, preferring a wait-and-see approach for at...