Chip Stock Investor Podcast

Nicholas Rossolillo; Kasey Rossolillo
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Aug 26, 2024 โ€ข 19min

Episode 196: 3 Small-Cap Chip Stocks โ€“ Are They Still On Course For Big Investment Returns?

The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns. 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 ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip (and everything else) stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘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. ๐Ÿ›œ: https://www.chipstockinvestor.com Listen๐ŸŽง: ************************************************************************************** Affiliate links you might like to try: ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ“ŠGet 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: ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝhttps://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ€“ 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. #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 Axcelis, Skywater and Silicon Motion
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Aug 26, 2024 โ€ข 18min

Episode 195: Nvidiaโ€™s Next Big AI Hit? Is NVDA Stock A Buy?

The podcast dives into Nvidia's remarkable transformation and future prospects in AI and chip design. It highlights a massive revenue surge in data centers, moving from $4.3 billion to over $22 billion, indicating robust demand. The discussion also unveils the potential of Nvidiaโ€™s digital twin technology in manufacturing, which promises efficiency and cost savings. Additionally, the hosts dissect Nvidia's historical significance in gaming and explore its evolving market strategies while analyzing complex valuation metrics in an unpredictable environment.
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Aug 14, 2024 โ€ข 13min

Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock

Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don't miss the last videos explaining Onto's business model strengths as well, and why this could be an epic investment growth story of the 2020s. 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 ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip (and everything else) stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘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. ๐Ÿ›œ: https://www.chipstockinvestor.com Listen๐ŸŽง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ“ŠGet 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: ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝhttps://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ€“ 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 Onto Innovation's Industry Position and Peers 02:08 Growth and Market Potential 05:46 Financial Performance and Projections 07:15 Valuation and Long-Term Goals 10:46 Conclusion and Future Outlook #ontoinnovation #ontostock #ionimplantation #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 Onto Innovation
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Aug 13, 2024 โ€ข 12min

Episode 193: Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer. ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip (and everything else) stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘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. ๐Ÿ›œ: https://www.chipstockinvestor.com Listen๐ŸŽง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ“ŠGet 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: ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝhttps://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ€“ 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 LAM Research's Market Segmentation and Product Offerings 03:15 Financial Performance and Market Outlook 04:30 Challenges and Opportunities in the Memory Market 07:15 Impact of China and Export Restrictions 09:19 Stock Performance and Future Prospects #lrcxstock #lamresearch #memorymarket #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 Lam Research
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Aug 13, 2024 โ€ข 17min

Episode 192: ASML's High-NA EUV Breakthrough: Massive Investment Returns Ahead?

ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way for the semiconductor industry. Learn how leading chipmakers like Intel and Taiwan Semiconductor Manufacturing are adopting these cutting-edge technologies, and what this means 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 Asianometry vid: https://youtu.be/43c5EeERuKs?si=8u9Mn38arM1MiLGm ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip (and everything else) stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘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. ๐Ÿ›œ: https://www.chipstockinvestor.com Listen๐ŸŽง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ“ŠGet 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: ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝhttps://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ€“ 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 ASML's Market Position and Technology 01:57 Intel's Adoption of Advanced EUV Systems 05:11 TSMC and Future Semiconductor Technologies 08:05 ASML and IMEC's High NA EUV Lithography Lab 11:58 The Future of Semiconductor Manufacturing #asml #asmlstock #euvlithography #duvlithography #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 ASML
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Aug 13, 2024 โ€ข 17min

Episode 191:Airbnb Just Signaled A Recession Is Comingโ€ฆ Or the Stock Is Really Cheap

For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead for the economy? Or is there something less sinister going on? Chip Stock Investor breaks it down the situation on one of its top stock picks of 2024. This video is sponsored by 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 ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip (and everything else) stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘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. ๐Ÿ›œ: https://www.chipstockinvestor.com Listen๐ŸŽง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ“ŠGet 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: ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝ๐Ÿ‘‡๐Ÿฝhttps://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ€“ 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. #airbnb #airbnbstock #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 AirBnB
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Aug 9, 2024 โ€ข 16min

Episode 190: New Amazon (AMZN) Chips Are Coming โ€“ Are They โ€œNvidia Killers?โ€

Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impressive year-over-year growth, and how custom chip innovations may help differentiate AWS from the cloud crowd. However, do custom chip designs for AI mean AWS could be a future "Nvidia killer?" Chip Stock Investor explains in this video to help investors understand the fundamentals of the semiconductor industry. This video is sponsored by 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 ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the chip stock market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘Download show notes and access exclusive content. Friends: ๐Ÿ™Œ Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #amazon #amznstock #aws #cloudcomputingstocks #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 Amazon
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Aug 9, 2024 โ€ข 20min

Episode 189: Is This Top Cybersecurity Stock About to Soar Higher? FTNT Stock

Stop leaving yourself vulnerable to data breaches. Go to my sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Fortinet stock popped higher on optimism a downturn for its security hardware segment may finally be coming to an end. Throughout the downturn, though, this top cybersecurity leader has actually continued to grow profitably. Is this the end of a three year stretch of lackluster performance for this cyber stock? Don't miss this edition of Chip Stock Investor's explanation of the fast-growing cybersecurity industry. ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the chip stock market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘Download show notes and access exclusive content. Friends: ๐Ÿ™Œ Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. ๐Ÿ›œ https://www.chipstockinvestor.com ๐Ÿ“ˆ๐Ÿ“ŠWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! Chapters: 00:00 Fortinet's Market Performance and Challenges 00:59 The Growing Importance of Cybersecurity 05:09 Fortinet's Strategic Moves and Financials 06:07 Fortinet's SASE and Market Position 15:50 Recent Acquisitions and Future Outlook 19:45 Conclusion and Final Thoughts #fortinet #ftntstock #fortios #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 KLA Corp
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Aug 9, 2024 โ€ข 17min

Episode 188: Qualcommโ€™s Victory Lap On China and Automotive โ€“ QCOM A Cheap Stock?

Mobile connectivity chip leader Qualcomm is growing again, thanks in large part to a booming automotive segment and... surprise!... smartphone growth in China. With profit margins on the rise, and QCOM stock getting smashed in July and August, this could be one cheap semiconductor stock right now. Don't miss this important update from Chip Stock Investor on one our favorite picks for 2024! This video is sponsored by 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 Links from the video: https://www.youtube.com/watch?v=TjCjmi4bRL0 https://www.youtube.com/watch?v=nSablxTtafE https://www.youtube.com/watch?v=YaHI-rFW8H4 https://www.youtube.com/watch?v=-kxmmVq5bFE ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the chip stock market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘Download show notes and access exclusive content. Friends: ๐Ÿ™Œ Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #vanguard #vgt #vanguardetf #aidatacetner #aibubble #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters: 00:00 Qualcomm's Earnings Report: Key Points 01:07 Automotive Segment: Qualcomm's Growth Driver 02:11 Qualcomm's Business Model and Revenue Streams 02:44 Automotive Revenue: Record-Breaking Performance 07:09 Qualcomm's Financial Health and Future Outlook 09:58 China and Apple: Debunking Myths 13:41 Investment Insights and Final Thoughts Nick and Kasey own shares of Qualcomm
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Aug 9, 2024 โ€ข 21min

Episode 187: Nvidia Stock Crashes On Blackwell Delays โ€“ Time to Buy NVDA Stock?

๐Ÿ”ฅ๐Ÿ”ฅUp to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** Nvidia stock is crashing again on August 5, following rumors that it is delaying shipment of some of its Blackwell accelerated computing and AI systems to customers like Meta and Microsoft. In times like these, it's important to zoom out and look at the big picture. Chip Stock Investors Nick and Kasey discuss how they're handling their top position NVDA stock following the crash, and offer some tips to investors. ๐Ÿ‘‰๐Ÿ‘‰ Chip Stock Investor offers a premium membership that gives you: Community: ๐Ÿ™ Connect with other investors interested in chip stocks. Direct Access: ๐Ÿ—ฃ๏ธ๐ŸฆœChat with the Chip Stock Investor experts. Insider Knowledge: ๐Ÿค”๐Ÿ’ญGain valuable insights into the chip stock market. Resources: ๐Ÿ“•๐Ÿ“–๐Ÿ“‘Download show notes and access exclusive content. Friends: ๐Ÿ™Œ Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. ๐Ÿ“ˆ๐Ÿ“ŠWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! #nvidia #marketcrash #nvidastock #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 Moomoo disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other Moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or Moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes.

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