Episode 95: Hot Stocks 2024: Semiconductor Manufacturing & Apple Vision Pro Chip Supplier (AMAT & LSCC stock)

In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials (AMAT). Lattice’s recent report was admittedly not great, but not unexpected with the current state of industrial and automotive markets – including electric vehicles (EVs). Year over year though, the company reported some progress, awesome profit margins, and a squeaky clean balance sheet. Pair that with a solid product lineup and a new large OEM in the headset market (Apple’s (AAPL) Vision Pro), Lattice still has our vote of confidence for the long term. Applied Materials is a dominant player in the wafer fab equipment space, and for good reason. Even though growth has been flat, they are well positioned for ongoing growth in the high-end data center and accelerated computing market (AI). Even though ASML gets all the attention and hype, don’t forget what an important player AMAT is! Nick Rossolillo and Kasey Rossolillo will be back next week with more stock coverage. Check out the new Discord membership for more discussion on stocks in general, and get access to our show notes on the Ko-Fi shop. And stay tuned for our upcoming Cybersecurity Industry Manual for 2024!!! Here is the link to the great work from ifixit in chip identification: https://www.ifixit.com/Guide/Apple+Vision+Pro+Chip+ID/169813 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Applied Materials and Lattice Semiconductor