Chip Stock Investor Podcast 3 Year Anniversary For Chip Stock Investor | How Did We Do?
Sep 18, 2025
Celebrate three years of semiconductor insights! The hosts reflect on their journey and the stellar 350% return from key picks like NVIDIA and AMD. They reveal why handpicking stocks might outperform ETFs. Discover how to identify enduring trends versus fleeting fads using the Gartner hype cycle. With projections for semiconductor sales nearing $1 trillion, the duo explores the decade’s focus on hardware and infrastructure. Plus, get their thoughts on next big trends beyond 2030!
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Three-Year Origin Story
- Nicholas recalls recording his first batch of poor videos three years ago and Casey editing them for YouTube.
- They thank long-time viewers and welcome newcomers to the Chip Stock Investor universe.
Top-Down Selection Worked Well
- Starting with the biggest companies and removing clear losers produced strong returns over three years.
- Their basket excluding Intel returned about 350% across NVIDIA, Broadcom, AMD, ASML, Marvell, and Qualcomm.
ETF Rebalance Effects Matter
- Semiconductor ETFs SOX and SMH both delivered strong three-year returns but differed meaningfully.
- SMH outperformed because it’s market-cap weighted and lets winners grow larger in the index.