Chip Stock Investor Podcast

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. After a faulty CrowdStrike software update on July 19 caused a global Microsoft Windows outage, the endpoint cybersecurity company would like to quickly move on. So would many investors. But a quick rebound may not be happening. In this episode of Chip Stock Investor Cybersecurity Edition, Nick and Kasey explain why they're exercising more patience with this investment holding. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ********************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00 Cybersecurity Industry Growth 01:58 CrowdStrike's Recent Challenges 02:40 Importance of Personal Cybersecurity 06:37 CrowdStrike's Financial Performance 07:23 Future Outlook and Guidance 11:01 Litigation and Profitability Concerns 17:01 Investment Strategy and Conclusion #crowdstrike #crwdstock #cybersecurity #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 Crowdstrike

This video is sponsored by https://www.public.com Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink? And is now really a good time to invest in the crowded digital payments acceptance space? Chip Stock Investor explains in this video, and why Shift4 remains one of their favorite small-cap stocks for 2024 and beyond.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00 Shift 4 Payments: Background and Initial Thoughts 01:20 Shift 4 Payments: Growth and Strategy 04:34 Acquisitions and Expansion 07:26 Financial Health and Risks 09:00 Starlink Partnership and International Expansion 14:37 Recap and Final Thoughts 16:50 Closing Remarks and Subscription Pitch #shift4 #SHIFTstock #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 SHIFT

This video is sponsored by https://www.public.com Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00The Debate on Software Moats 02:00 Understanding the Digital Economy 03:21 Monday.com's Competitive Landscape 03:49 Building a Platform and Moat 07:14 Financial Highlights and Growth 14:53 Valuation and Investment Strategy 16:41 Conclusion #mndy #workflowsoftware#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 monday.com

This video is sponsored by https://www.public.com Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's becoming undeniable that CEO Jensen Huang's company is the undisputed leader in accelerated computing, and no one will ever truly "catch up." So why is the market receiving the latest financial report with muted response? And has Chip Stock Investor's stance changed on Nvidia? A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. #nvidiaai #nvidia #nvdastock #blackwell #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 Nvidia

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Nvidia (NVDA) is being billed as "the most important report of 2024." This isn't entirely an exaggeration. Nvidia has helped lift stocks (as measured by the S&P 500) out of the bear market, and it's driving S&P 500 earnings growth in a big way. Investors are focused on Nvidia for good reason. What's Chip Stock Investor's long-term analysis of this top semiconductor investment? Check out this Q2 fiscal 2025 earnings preview, and stay tuned for a follow-up later this week after Nvidia earnings. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ********************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00 Introduction and NVIDIA Earnings Anticipation 00:58 Why NVIDIA Matters to the Economy 02:12 Debunking the Global Tech Downturn 04:30 Semiconductor Industry Insights 06:57 NVIDIA's Role in Accelerated Computing 10:13 Expectations for NVIDIA's Earnings 17:45 Conclusion and Upcoming Events #nvidia #nvdastock #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 Nvidia

TSMC's recent acquisition of an LCD manufacturing facility has sparked intriguing discussions about its implications for the semiconductor industry. The podcast dives into the innovative role of glass substrates in chip packaging, comparing LCD and OLED technologies. Listeners learn about TSMC's expansion efforts and the potential investment opportunities in substrate manufacturing and advanced packaging. With insights on cutting-edge lithography technologies, the episode simplifies complex topics while highlighting key players and market dynamics.

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. Is it still the ultimate investment in this important field right now? Chip Stock Investor breaks it down. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ***************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00 Deep Dive into Palo Alto Networks 03:08 Understanding RPO and Revenue Metrics 05:39 Platformization Strategy and Its Impact 10:54 SASE and Future Growth Prospects 17:07 Financial Overview and Guidance 20:24 Valuation and Investment Perspective 24:20 Conclusion and Final Thoughts #panw #paloaltonetworks #cybersecuritystocks #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 PANW

Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software stock. We discuss everything you need to get you up to speed with Palantir. ETF Video: https://youtu.be/-56YZmTYypc This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00 Introduction to Palantir 01:23 Understanding Palantir's Business 03:21 Palantir's Market Position and Competitors 06:37 Palantir's AI and Software Applications 09:54 Commercial vs. Government Revenue 24:37 Palantir's Financial Health 29:06 Investment Considerations and Valuation 32:22 Conclusion and Final Thoughts #palantir #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why we're still not interested in buying indie Semiconductor, Navitas Semiconductor, and Wolfspeed in our small-cap portfolio. Learn why these companies don't meet our investment criteria, and why saying no to investing in stocks is an essential skill for investors. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Videos referenced: https://youtu.be/reN4K9Qb3e8?si=lgy7fRbcLa0gmbeY https://youtu.be/GMWSKEKWibY?si=XKnjYNs_4bbcO46u https://youtu.be/JVra_eShSXk?si=weGIUC1pzHOI5EFj 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. Chapters: 00:00Why We Passed on Indie, Navitas, and Wolfspeed 01:51 Investor Habits and Small Cap Stocks 02:57 Indie Semiconductor: A Closer Look 08:05 Navitas Semiconductor: Financial Health 10:56 Wolfspeed: Market Position and Challenges 15:24 Valuation Metrics and Final Thoughts 17:56 Conclusion and Additional Resources #indiesemi #navitas #wolfspeed #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

The discussion revolves around Applied Materials' role in driving AI growth for the next 15 years. The hosts highlight the company's resilience during market challenges and its shifts towards energy-efficient semiconductor production. Innovations in materials engineering play a key role, alongside the promising growth in advanced packaging. Valuation insights and the impact of legal challenges add depth, setting the stage for potential future earnings despite existing risks.