

Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
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.
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.
Episodes
Mentioned books

Aug 9, 2024 β’ 16min
Episode 186: Intelβs Meltdown Culminates In Corporate Gaslighting β Avoid INTC Stock
π₯π₯Up 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 ****
What happened with Intel's disappointing Q2 financial results, and further deteriorating business for the rest of 2024? Chip Stock Investor explains the problems, and Intel management's frequent missteps in business execution and communication in recent years. Nick and Kasey also discuss necessary changes that need to happen before most investors should even think about being interested in INTC stock.
Get exclusive insights available on our Discord - just $5 a month for deeper dives and live Q&As. Don't miss out!
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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
ππWe 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!
#intel #intcstock #aistocks #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 DO NOT own shares of Intel
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.

Aug 9, 2024 β’ 15min
Episode 185:Invest In Small-Cap Stocks For A Fed September Rate Cut? Check Out This Top Vanguard ETF
Today, we're diving into how to buy the dip and capitalize on the potential Fed rate cuts expected in September. We're highlighting the Vanguard Information Technology ETF (VGT) as a top pick, discussing its impressive performance, strategic holdings, and why it remains our top choice. Plus, find out how to join our exclusive Semiconductor Insider membership for detailed earnings coverage and more. Don't miss it!
Links from the video: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://investor.vanguard.com/investment-products/etfs/profile/vgt
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
π₯π₯Up 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 ****
Links from the video:
https://apnews.com/article/inflation-economy-federal-reserve-interest-rates-04d2877f47f3913acc2f992d8ef1581b
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://investor.vanguard.com/investment-products/etfs/profile/vgt
https://www.msci.com/documents/10199/3e98b9ad-1dd0-42db-a042-640fec2d51e9
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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 Federal Reserve Rate Cut: What It Means
02:02 Impact of Interest Rates on Tech Stocks
04:39 Exploring the VGT ETF
09:06 Small Cap and Mid Cap Opportunities
Nick and Kasey own shares VGT and VUG

Jul 31, 2024 β’ 20min
Episode 184: AMDβs AI Is Not the Same As Nvidia, and Thatβs OK For Chip Stock Investors β AMD Stock Analysis
π₯π₯Up 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 feesmay apply. For more information, visit moomoo.com/us/pricing ****
AMD is not the same as Nvidia, but that is ok for chip stock investors. Join us for an in-depth analysis of AMD's Q2 2024 earnings and its role in the AI and data center markets.
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
π www.chipstockinvestor.com
ππWe 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 AMD's Earnings and AI Spending
02:53 Microsoft's Capital Expenditures
04:56 AMD's Data Center Growth
07:11 Profit Margins: AMD vs. Nvidia
10:02 Embedded Segment and Xilinx Acquisition
15:34 Future Outlook for AMD
#amd #amdstock #nvidia #nvda #aistocks #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 AMD.
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.

Jul 31, 2024 β’ 13min
Episode 183: The EV and Auto Chip Recovery Is Here β Time to Buy Top Semiconductor Stocks? Onsemi (ON) Stock
π₯π₯Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C
Is the EV and auto chip recovery here? On Semiconductor's (ON stock) Q2 2024 earnings turned out as expected. Despite financial challenges, the stock surged 10%. Chip Stock Investor discusses why optimism persists in the EV, automotive, and industrial growth cycle, and the implications of a more gradual recovery. Don't miss our insights on On Semi's growth projections through 2027, and what it means for EV stock investors.
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
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
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 On Semiconductor's Q2 2024 Earnings
01:37 On Semiconductor's Market Position
02:32 Understanding the L Shaped Recovery
03:29 Financial Performance and Future Outlook
05:43 Silicon Carbide and Growth Opportunities
06:41 Q3 Guidance and Market Recovery
08:05 Long-Term Outlook and Investment Strategy
#onsemistock #onsemiconductor #evmarket #electricvehicles #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 On Semiconductor

Jul 31, 2024 β’ 11min
Episode 182: The Chip Manufacturing Bull Market Is Back β Time to Buy the Dip? (KLAC)
π₯π₯Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C
KLA Corp is part of the "Fab 5," critical manufacturing equipment providers for the semiconductor industry. KLA will play an important role if global chip sales are to reach $1 trillion by 2030. The company is poised for significant growth with new chip fabs nearing completion. Chip Stock Investor discusses recent financials, competition, and why current valuations may not be as high as they appear after the recent stock market selloff.
****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 ****
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
π www.chipstockinvestor.com
ππWe 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:
00:00Spotlight on KLA Corp
01:07 KLA Corp's Role in the Semiconductor Industry
01:43 Metrology and Process Diagnostic Control
03:21 Market Trends and Future Projections
05:01 KLA Corp's Financial Performance
08:51 Investment Insights and Opportunities
#klacorp #klacstock #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

Jul 25, 2024 β’ 18min
Episode 181: Buy the Dip In This Top AI Data Center Cooling Stock? Vertiv (VRT Stock) Analysis
π₯π₯Join Moomoo and get the benefits 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 ****
Vertiv (VRT stock) has been hot (or is it cool?) this year thanks to its partnership with Nvidia. But shares took a dip along with the rest of the tech stock universe in late July. Is it time to buy the dip? We discuss Vertiv's second quarter 2024 earnings, their innovative cooling systems for AI data centers, and the potential long-term investment value. Learn about their new MegaMod cooling chip systems and the potential future growth linked to Nvidia's Blackwell platform. Don't miss our analysis, and a discussion on if Chip Stock Investor is ready to invest in Vertiv stock!
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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
π www.chipstockinvestor.com
ππWe 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.
#vertiv #vrtstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
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.

Jul 24, 2024 β’ 22min
Episode 180: The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to implode? Or is there more to the story? Chip Stock Investors Nick and Kasey level the conversation with some facts about data center spending, in light of Alphabet's (GOOGL stock) solid earnings. Far from a bubble, the current pace of "AI spending" might actually be a completely normal cycle. The discussion concludes with implications for Nvidia stock for the rest of 2024 and beyond.
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
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
#google #alphabetstock #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 Introduction: The AI Bubble Debate
00:23 NVIDIA's Data Center Boom
00:50 Sequoia's $600 Billion AI Question
03:37 Understanding Data Centers and AI
05:43 Google's Infrastructure Upgrade
09:01 Alphabet's Financial Health
19:19 NVIDIA's Future in AI and Data Centers
20:46 Conclusion and Subscription Call
Nick and Kasey own shares of Alphabet stock.

Jul 22, 2024 β’ 14min
Episode 179: Will the U.S., Intel, and China Sink Taiwan Semiconductor Manufacturing Stock?
Explore the potential impact of U.S., Intel, and China on Taiwan Semiconductor Manufacturing Stock amid rising geopolitical tensions. Discover TSMC's impressive growth driven by AI and accelerated computing. Dive into financial strengths, market segmentation, and strategic partnerships of TSMC in the semiconductor industry. Gain insights into TSMC's third quarter guidance, revenue growth, and risk mitigation strategies amidst geopolitical risks.

Jul 22, 2024 β’ 20min
Episode 178: Investors MUST Know This Before Buying the CrowdStrike Stock Dip! CRWD and Microsoft Service Outage
Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really need to know a couple items before doing so. On this episode of Chip Stock Investor cybersecurity edition, we discuss the implications for investors from both a business and portfolio construction perspective. Learn how insurance companies, like Berkshire Hathaway, actually play a crucial role in cyber risk management. Plus, get insights into the balance between investing in high-growth and more "boring" investments.
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
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
π www.chipstockinvestor.com
ππWe 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.
#crowdstrike #crwdstock #crowdstrikesoftware #falconsensor #msftstock #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Chapters:
00:00 Introduction: Software Updates and CrowdStrike
00:33 CrowdStrike's Role in Cybersecurity
02:32 The Falcon Sensor Update Issue
04:05 Impact and Risks of the Outage
07:13 CrowdStrike's Response and Future Outlook
10:21 Cybersecurity Insurance Insights
15:55 Berkshire Hathaway's Investment Strategy
18:52 Conclusion and Membership Information
Nick and Kasey own shares of CrowdStrike and BRK.B

Jul 17, 2024 β’ 15min
Episode 177: ASML Stock Correction β When Is the Next Wave of Growth Coming?
After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an otherwise as-expected quarterly update, an ASML stock correction may finally be here. But when is the next growth cycle starting for advanced lithography needed for AI chips? And is ASML a top buy now? Chip Stock Investor weighs in.
ππ Chip Stock Investor offers a premium membership that gives you:
Community: π Connect with other investors interested in chip stocks.
Direct Access: π£οΈπ¦Chat with the Chip Stock Investor experts.
Insider Knowledge: π€πGain valuable insights into the chip stock market.
Resources: πππDownload show notes and access exclusive content.
Friends: π 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.
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.
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Nick and Kasey own shares of ASML


