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
Why Palo Alto Networks Just Spent Billions (PANW Analysis) (25.11.2025)
Previous Episodes
- 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)
- AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings
- Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?
- AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
- The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)
- NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G
- Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)
- GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)
- Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?
- NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?
- Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
- SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
- Netskope (NTSK) Stock Analysis: What Investors Need to Know
- Figma (FIGMA) Stock Analysis | What To Do After The Drop
- Nvidia And Intel Deal: What Investors Need To Know
- 3 Year Anniversary For Chip Stock Investor | How Did We Do?
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