Chip Stock Investor Podcast

We have looked over Axcelis Technologies (ACLS) stock multiple times over the past six to nine months, but have never pulled the trigger on buying this small cap stock. But what about now, after a big selloff in recent months as the EV market and other industrial semiconductor demand has fallen? In this episode of Chip Stock Investor, Nick and Kasey take a deeper look into this company centered in a choke point in the semiconductor fab equipment industry. Axcelis focuses primarily on an important step in the process called ion implantation. This niche within the chip manufacturing process is an essential part of producing semiconductors, including for new power chips made of silicon carbide SiC. Will Chip Stock Investor finally be adding this stock to its investment portfolio? 00:00 Introduction and Market Overview 00:27 Deep Dive into Axcelis Technologies 01:47 Introduction to Ion Implantation 03:19 Understanding the Ion Implantation Process 05:10 Axcelis Technologies' Market Position 08:11 Future Prospects and Challenges for Axcelis Technologies 13:20 Financial Analysis and Projections 👉👉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. #axcelis #ionimplantation #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

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

Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics). They talk about Cadence’s impressive performance in 2023, which has steadily propelled the “top AI stock” to new heights. Cadence Design Systems has had a successful organic developer of new tech, and its collaborations (such as with Nvidia), and its impact on AI and accelerated computing systems, has put it in position for excellent growth prospects going forward. Its hardware division is also a good indicator of the overall semiconductor market, acting as a proxy for more good times to come. Watch this video to learn more about Cadence Design Systems, and how Chip Stock Investor is handling this investment in their own portfolio. Chapters 00:00 Introduction and Overview of Cadence Design Systems 01:54 Review of Cadence Design Systems' Recent Performance 04:41 Understanding Cadence's Business Model and Growth Strategy 09:00 The Role of AI in Cadence Design Systems' Future 13:45 Analyzing Cadence's Valuation and Future Prospects 👉👉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. #cadence #eda #chip patents #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 Cadence Design Systems and Synopsys

In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for data centers and internet infrastructure – the highways and freeways that data travels on. Arista Networks' stock has doubled in the past year. AI has lent a big helping hand, and its market share continues to grow at the expense of Cisco. Despite a predicted slowdown in growth in 2024, the company continues to show strong performance, and high profit margins. There is also a growing amount of cash on the balance sheet, and with no share repurchases last quarter, could Arista be planning something big? Stay tuned later this week for updates on Cadence Design Systems (CDNS), Albemarle (ALB), and Lattice Semiconductor (LSCC)! Our show notes are available on our Ko-Fi shop, and consider joining our membership for more perks accessed via Discord. 00:05 Introduction to Arista Networks 01:12 Understanding Arista Networks' Business Model 02:27 Arista Networks' 2023 Performance Review 03:46 Arista Networks' Key Partnerships and Customers 04:36 Arista Networks' Business Evolution and Differentiators 07:04 Arista Networks' 2024 Outlook 10:00 Speculations on Arista Networks' Future Moves 12:59 Investment Considerations for Arista Networks 👉👉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. #arista #data #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 Arista Networks

Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a significant decrease in revenue and free cash flow in recent quarters. The transition from NEM 2.0 to NEM 3.0 in California seems to have had an outsized impact on the solar inverter and battery energy storage business, as has a higher interest rate environment. However, there are some positives. Enphase management thinks early 2024 could be the bottom for this downturn. It’s also making a solid go expanding into new markets, and is undershipping solar inverter supply to its customers to manage inventory. Does this next-gen energy stock favorite meet the Chip Stock Investor criteria for the portfolio? Nick and Kasey discuss what’s going on, and when they might be interested in buying again. Chapters: 00:00 Introduction to Enphase Energy 01:01 Understanding Enphase's Market Position 02:59 Enphase's Financial Highlights 03:44 Impact of the Pandemic on Enphase 04:56 Enphase's Q1 2024 Outlook 06:00 Enphase's Expansion into European Markets 08:25 Enphase's Manufacturing Consolidation 09:15 Analyst Expectations and Stock Valuation 👉👉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. #enphase #solarenergy #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI market, a domain currently “dominated” by Broadcom (AVGO) and Marvell (MRVL). There’s far more to the story, though. They break down the definitions and types of semiconductors out there, including general purpose chips (merchant silicon) and Application Specific Integrated Circuits (ASICs) and the use cases, especially for generative AI. They also explore NVIDIA's existing ASIC business, and consider whether its activities pose a real threat to Broadcom and Marvell, and whether the reported figures quoted by the media are entirely accurate when discussing the market share that Broadcom and Marvell actually have in ASIC development. Stay tuned for our Enphase (ENPH) and solar energy episode later this week, as well as quarterly updates from some of our favorite cos including Arista Networks (ANET), Lattice Semiconductor (LSCC), and Cadence Design Systems (CDNS)! 00:00 Introduction and NVIDIA's Move into ASICs 00:41 Understanding ASICs and Merchant Silicon 02:47 The Role of ASICs in Cloud Computing and AI 05:27 NVIDIA's Existing ASIC Business 08:01 Broadcom and Marvell's ASIC Market Dominance 10:51 The Misconception of Replacing NVIDIA 12:42 The Collaborative and Competitive Nature of the Market 13:13 The Importance of IP in the Semiconductor Industry 👉👉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 Nvidia, Broadcom and Marvell Technology

Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so hot. In this episode, Chip Stock Investors Nick and Kasey discuss the diverging paths chip patent licensor Arm Holdings (ARM) and natural gas, hydrogen, and industrial gas supplier Air Products and Chemicals (APD) took after their respective earnings reports. They also talk about if they’re buying either stock, and if not, when they might. Both of these companies are foundational to the semiconductor and electronics industry. Enjoy learning how the world works via these two critical businesses, and how they plan to grow over the next five to 10 years! 👉👉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 Air Products and Chemicals

In 2023, top cybersecurity pure-play Fortinet left us wondering how things were going to be shaping up as we entered 2024. The guidance for Q4 2023 left us feeling a little “meh.” But, great news! Fortinet’s management under-promised and over-delivered! Despite initial uncertainties due to a projection for billings to drop, Fortinet exceeded financial guidance. While Q1 2024 is expected to be lackluster due to the networking infrastructure industry cycle downturn, Fortinet's growth prospects for later in 2024 and beyond is looking positive! Chip Stock Investors Nick and Kasey break the numbers down in this video, and provide some thoughts on the current state of affairs for cybersecurity at large. 👉👉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 Fortinet

In this episode of Chip Stock Investor, we examine the Q4 2023 report for On Semiconductor (ON), one of our top semiconductor buys for 2024, and discuss its impact on Aehr Test Systems (AEHR). Similar to our take on Microchip (MCHP), it appears that things are going to get worse before they get any better for the automotive, EV, and general industrial markets this year. But Onsemi has really positioned itself to ride out this storm. How has it done so, and are we still calling for this stock a top pick in our portfolio for 2024? Aehr Test Systems has Onsemi as its leading customer, so what happens to Onsemi, happens to Aehr. Where does this recent report leave us? Will Aehr Test Systems also be able to weather this cyclical downturn? 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: https://chipstockinvestor.com/on-semiconductor/ 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. #onsemi #aehr #siliconecarbide #ev #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 onsemi and Aehr Test Systems

Shares of Microchip held up quite well considering its revenue and profitability is in all out decline. Excess inventory of industrial and automotive chips have struck the market, and leaders like Microchip are in for a nasty downturn. Other worries like China’s ramping up of semiconductor manufacturing also pose risks. In this video, Chip Stock Investors dig into Microchip’s earnings, and especially the outlook for the important industrial and automotive (including EV) markets. They also talk valuation, and if they’re still adding to Microchip stock at this top. Bonus at the start of the video: Cloud computing companies could be gearing up for higher growth to kick off 2024! Stay tuned for more software and cybersecurity coverage in the next month. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join 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. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website: https://chipstockinvestor.com/microchip/ 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. #microchip #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 Microchip