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

Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now? (06.10.2025)

Previous Episodes

  • SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play 03.10.2025
  • Netskope (NTSK) Stock Analysis: What Investors Need to Know 30.09.2025
  • Figma (FIGMA) Stock Analysis | What To Do After The Drop 26.09.2025
  • Nvidia And Intel Deal: What Investors Need To Know 22.09.2025
  • 3 Year Anniversary For Chip Stock Investor | How Did We Do? 18.09.2025
  • Rubrik's Master Plan: Connecting AI, Data Security, and Huge Growth (RBRK) 15.09.2025
  • Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why. 12.09.2025
  • Is Salesforce Stock Too Cheap To Ignore? (CRM Stock Analysis) 05.09.2025
  • Chip Stocks Heat Up! Second Half 2025 Expectations (ADI Stock Analysis) 01.09.2025
  • Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis 28.08.2025
  • Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For? 25.08.2025
  • 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

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