Chip Stock Investor Podcast

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

Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For? (25.08.2025)

Previous Episodes

  • Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges 22.08.2025
  • What Happened To Applied Materials? AMAT Stock Analysis 18.08.2025
  • CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know 14.08.2025
  • What Happened to Fortinet? FTNT Stock Analysis 11.08.2025
  • Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis 07.08.2025
  • Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar? 07.08.2025
  • Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment 25.07.2025
  • Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming 25.07.2025
  • Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now 21.07.2025
  • Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock 11.07.2025
  • Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis 07.07.2025
  • Episode 319: Small Investment Bets Mid-Year Review 2025 07.07.2025
  • Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis 28.06.2025
  • Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints 27.06.2025
  • Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025 24.06.2025
  • Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands 16.06.2025
  • Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism 10.06.2025
  • Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis 06.06.2025
  • Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS) 03.06.2025
  • Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025? 02.06.2025

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