Chip Stock Investor Podcast

Aehr Test Systems stock has been hit hard once again. The automotive and EV chip market is dealing with excess inventory, due to a slowdown in growth as consumers deal with higher interest rates. In this video, Chip Stock Investor discusses what happened with automotive and EV chips, how small ripples in market conditions can have a big impact on upstream companies like Aehr, and how long the current downturn could last. They also talk about how they’re currently handling Aehr stock right now. Stay tuned for our next video on Lam Research, Arm Holding, and Super Micro Computer! 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!! 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. #aehrtestsytems #siliconcarbide #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 Aehr Test Systems

What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview for top companies like Onsemi (ON), Microchip (MCHP), and STMicroelectronics STM), especially important after Mobileye (MBLY) gave a poor outlook for the year due to excess inventory. 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!! 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 #Microchip #STmicro #nxp #monolithicpower #allegromicrosysystems #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 Semi & Microchip

Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Qualcomm chip demand, new PC chips that include on-device AI, and why profit margins could soar for Qualcomm. Also available is accompanying research notes for this Qualcomm deep dive over on our Ko-Fi channel! 👉👉👉https://ko-fi.com/s/442fe67903 Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch previous Qualcomm episodes at👉 https://chipstockinvestor.com/qualcomm/ 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. #qualcomm #5g #wireless #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 Qualcomm

At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and what stocks were on the chopping block at one point, but they still hold for 2024. With each stock, they extract an investing lesson learned (or relearned) after investing through the bear market of the last two years. Next up later this week, we’ll cover why we still like Qualcomm (QCOM) and Arcadium Lithium (ALTM, formerly Livent and Allkem)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch next: https://youtu.be/DGRk-lYlnjU https://youtu.be/RiKEDDCG9nI https://youtu.be/ohGTGXNUV1w 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!! 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 DIS, PYPL, SQ, SHOP, PINS, WIX, & DOCN.

In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024! 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!! Watch or read next: https://youtu.be/tjcqWWEYE5M https://youtu.be/8yX3zKbpijI Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU 👉👉👉👉Semi Industry Manual: https://ko-fi.com/s/90c74a988a 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #Amazon #Salesforce #Airbnb #servicenow #BookingHoldings #OnRunning #Crocs #Livent #Shift4Payments #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, Salesforce, AirBnB, ServiceNow, On Holding, Crocs, and Livent, & Shift4 Payments.

Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024! 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!! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A On Semi: https://youtu.be/GdD1SJrazhQ Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #qualcomm #latticesemiconductor #microchip #onsemiconductor #nvda #nvdia #purestorage #tsmc #tsm #soxx #smh #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 Aehr Test Systems, QCOM, LSCC, MCHP, ON, NVDA, PSTG.

In this video, Chip Stock Investor reviews three popular small cap chip stocks, Aehr Test Systems (AEHR), indie Semiconductor (INDI), and ACM Research (ACMR). Nick and Kasey begin with Aehr Test Systems, where they correct previous statements about Tesla’s requirements for its silicon carbide chips. Moving on to indie Semiconductor, they discuss the company's aggressive expansion, share dilution, complex shareholder structure, and lack of profitability (at least presently) -- serious business model concerns the market seems to be giving a pass on. Finally, ACM Research's reliance on China for revenue, as well as some complications related to its business structure, and profits that may not be as good as they seem. Nevertheless, ACM Research has been making a solid go of things thus far, at least keeping Chip Stock Investor’s interest in occasional coverage for now. Perhaps that will change in 2024. Later this week, stay tuned for Chip Stock Investor’s favorite semiconductor stocks to kick off 2024! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch or read next: Aehr: https://youtu.be/GdD1SJrazhQ, https://youtu.be/pdMDSmjIRKk, https://youtu.be/UsxrfhVPiEE More info on SiC and burn-in: https://youtu.be/GMWSKEKWibY?si=OghLHCPwwJ_7sEOJ Indie: https://youtu.be/rbC8zd3Iijg ACM Research: https://youtu.be/F3BYHH6HGq4 Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #aehr #indiesemiconductor #acmresearch #semiconductors #cloudcomputing #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 Aehr Test Systems.

Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware. CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024. Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom’s shake-up, as well as a refresher on why top pure-plays in the industry Palo Alto Networks (PANW) and Fortinet (FTNT) are slowing. They also reveal their top cybersecurity stock they like for the start of 2024, and why. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #cybersecurity #paloaltonetworks #broadcom #vmware #crowdstrike #semiconductors #cloudcomputing #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 Palo Alto Networks, Fortinet, Broadcom, & Crowdstrike

This educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different companies make money. Chip Stock Investors Nick and Kasey discuss topics using their Semiconductor Industry Flow Chart, and provide insight to understanding how various semiconductor companies have competitive advantages that could make them great long-term investments. The video also covers a brief explainer on the engineering, manufacturing, and infrastructure layer of the digital economy, semiconductors’ importance within the global economy overall, and their role in shaping the emerging bull market. Chip Stock Investor’s goal is to provide viewers with a thorough understanding of these building blocks of the modern world. Check out the accompanying notes and charts in the link below for a guide to follow along in your understanding of the Semiconductor Industry Flow Chart. We are excited and very proud of the effort we put in to this and sincerely hope you enjoy it! This comprehensive document explores the inner workings of the semiconductor industry, revealing how companies operate and generate revenue. This also features concise profiles of major players. Discover hidden trends, growth opportunities, and valuable industry data within our comprehensive Flow 2024 report. Take a sneak peek at the detailed Table of Contents. 😉 Download your copy today and unlock the secrets of the semiconductor industry! https://ko-fi.com/s/90c74a988a Make sure you check out our new website and subscribe to the mailing list: www.chipstockinvestor.com If you feel like leaving us a tip you can do so by joining our channel as a YouTube member, "Say Thanks" button on YouTube or at: https://ko-fi.com/chipstockinvestor Thanks for the support! 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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 #cloudcomputing #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 a lot of the companies we talked about in this video.

Micron Technology (MU) provided an update to its current quarter’s financial guidance, indicating that growth in the PC and smartphone market is making a comeback after over a year of a terrible downturn. Micron’s expected rise in sales could bode well for this large part of the chip industry. However, Micron is still operating deep in the red, and the stock price rally this year is pricing in much of the 2024 expected recovery. Chip Stock Investor discusses one memory chip stock they like even better than Micron right now: Silicon Motion Technology (SIMO), a leader in flash memory controllers that recently had a falling out with its merger with MaxLinear (MXL). In this video, Nick and Kasey discuss investing in SiliconMotion, risks they expect could undermine the company’s future returns, but why they like it better than Micron stock right now. See below for more on our coverage of Micron, SiliconMotion, and what happened to its terminated merger with MaxLinear. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch Next: https://youtu.be/lWp3muH5XaQ https://youtu.be/c2XPlli4HHU https://youtu.be/gCkBstemmow History of SiliconMotion and MaxLinear Merger: https://youtu.be/xj5o4xcJnJE https://youtu.be/9NldGG5dGuI 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 If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/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. #Micron #SiliconMotion #memorychips #dram #semiconductors #cloudcomputing #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 Micron and SiliconMotion.