Chip Stock Investor Podcast
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.
Latest Episode
Beyond the GPU: Nvidia’s Secret Weapon for AI Inference in 2026 (08.01.2026)
Previous Episodes
- Is Quantum Computing Profitable Yet? 2026 Stock Update And The Top Stocks For Quantum Computing
- How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics
- Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)
- MU Earnings: Sold Out Capacity, Record Sales... Why We're Cautious.
- The AI Data Center Stock (That's Not Nvidia)
- The "No-Regrets" Robotics Investment Portfolio
- Are We Selling Oracle (ORCL) Stock?
- Netflix vs. Paramount: The Hostile War for Warner Bros. Discovery
- The Informatica Plumbing Behind AI Agents: Salesforce Earnings Stock Analysis 2026
- Watch This Before 2026: Marvell’s New Tech & The Hardware Cycle Shift (MRVL Stock Analysis)
- Symbotic (SYM) Analysis: Robotics Pure Play or Just a Walmart Vendor?
- Nvidia Picks the Next Big Winner In Enterprise Software and Quantum Computing?
- Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals)
- Google Stock: The Real Reason It’s Doubled (It’s Not Just AI)
- Why Palo Alto Networks Just Spent Billions (PANW Analysis)
- Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations
- Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review
- What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?
- Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space
- Want To Invest In Robotics? It's Not Where You Think (ALGM Stock)
Other podcasts
-
2FM Afternoon with Tracy Clifford
-
The Good Listener Podcast
-
Broken Fathers Podcast
-
NO SUCH THING
-
The Game Changer Life
-
Endless Thread
-
Earn Your Happy
-
Get The Gist Podcast
-
Extra Pack of Peanuts Travel Podcast
-
I've Had It
-
Nothing Is Real - A Beatles Podcast
-
Popcast
-
All About Everest Podcast
-
Here For The Craic with Emma Neill
-
The Ringer-Verse
-
Shameless
-
Trustworthy AI Chronicles
-
Wander Woman: A Travel Podcast
