Chip Stock Investor Podcast

In our last video, we discussed the importance of ASML and the geopolitical risks (U.S. versus China) the company faces in the semiconductor landscape right now. ASML is a VERY important company in the industry, but is it the most important? ASML does rely on other company collaborators in order to provide the world with the most leading edge chips. Photomasks are an integral part of the manufacturing process. What is a photomask? What companies provide this equipment? And how can you invest in this part of the semiconductor equipment manufacturing sub-industry? All this discussed by Nick and Kasey in this episode of Chip Stock Investor! 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. Nicholas and Kasey Rossolillo own shares of ASML

ASML, the world's leading semiconductor lithography machine maker, faces serious geopolitical risks. Things could get even more complicated in 2024. In this video, Nick and Kasey discuss the biggest risk of all: new restrictions on the export of immersion DUV equipment to China, which could join the list of already restricted EUV equipment. These export restrictions, which will go into effect on January 1, 2024, could have a major impact on ASML's business. China is a key market for the company, and the new restrictions could make it difficult for ASML to sell its workhorse products to Chinese customers. It will need to file for an export license with the Dutch government. In this video, Nick and Kasey delve into the geopolitical factors behind these risks for ASML. They also discuss how ASML is responding, and what it means for investors in the company. 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. Nicholas and Kasey Rossolillo own shares of ASML

In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting energy play. Indeed, Apple (AAPL) comprises nearly half of Warren Buffet's stock portfolio. However, Buffett's investment conglomerate has enjoyed ongoing growth, in part, driven by it’s subsidiary energy businesses -- including measured bets on renewables like natural gas and hydrogen. Albemarle has been our favorite pick in lithium mining and with their proposal to Liontown Resources, could become even more of a Lithium giant. Why has the stock taken such a beating? Will the lithium market improve, and what bearing do commodity prices have on Albemarle? Enphase is a leading provider of microinverters, which are devices that convert solar energy into electricity usable in the home. It's been expanding into more of a platform, with energy storage batteries, EV chargers, and solar system management software now available. We recently made a small purchase of Enphase stock in August. Since then, shares have continued to drop. Why? And what is the future growth opportunity for Enphase? If you feel like leaving us a tip you can do so 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 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. Nicholas and Kasey Rossolillo own shares of BRK.B, Albemarle, and Enphase

It’s Chip Stock Investor’s 1-year anniversary on YouTube, and we’re celebrating by breaking down how semiconductor stocks have done -- and not just in 2023. Since 2010, chip stocks have been among the absolute best total return investments around, even surpassing performance of software-focused ETFs. Nick reveals one ETF that provided a more than 10x return, beating most popular funds. Nick and Kasey then discuss their best and worst picks from the last year, and give a preview of what’s to come for the final months of 2023 and into 2024. With the tech industry heating up again, semiconductor stocks could once again be some of the absolute best investments for the new bull market. Stock Card Portfolio Link: https://stockcard.io/portfoliostore/ChipStockInvestorPortfolio If you feel like leaving us a tip you can do so 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 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. Nicholas and Kasey Rossolillo own shares of Nvidia, Broadcom, Qualcomm, Albemarle, & Microchip.

GlobalFoundries (GFS) just opened their new $4 billion expansion facility in Singapore to address future semiconductor demand. The company has weathered the chip downturn in the recent year and is hoping for a rebound. What does this news update tell us about the financial state of GlobalFoundries? Semiconductor manufacturing equipment company Onto Innovation (ONTO) had some updates of their own in the past weeks. They said that they completed an order of over $100 million for its Dragonfly G3 equipment, far more than previously reported, with more orders forthcoming that should last into the second half of 2024. Does this make this small-cap stock a buy? And Chip Stock Investor makes its first review of ACM Research (ACMR), which is expected to have one of the highest percentage growth rates in the chip world over the next 3 to 5 years. What does the company make? Who are its customers in China, and who are the competitors? And is this seemingly cheap stock a buy now? All this hashed out on the latest episode of Chip Stock Investor. 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. Nicholas and Kasey Rossolillo own shares of Onto Innovation.

Warren Buffet’s tech stock pick of HP (HPQ) seemed like it was a good play on the consumer tech market when we all were buying PC’s and printers while working from home in 2020 and 2021. The party looked like it may never end with workers fighting to keep the work-from-home hoorah alive. Fast forward to 2023 and many workers are back in office, at least part-time, and we are all spending a whole lot less on electronics. What would have been the better buy? Enter HPE, Hewlett Packard Enterprise. We take a look at how this server company has been, and could continue, to be the better play for the long term. Also, Oracle’s Larry Ellison said this week that Berkshire Hathaway Energy is transitioning more work to Oracle Cloud, illustrating the long runway of growth still ahead for the industry. And speaking of the cloud, Pure Storage provides data storage for businesses. But unlike the old hard disk drives of old, this company provides all-flash array systems that are faster, smaller, and more durable. How does Pure Store out-play the competition? All in this episode of Chip Stock Investor! 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. Nicholas and Kasey Rossolillo own shares of PureStorage.

Salesforce, ServiceNow, and UiPath are cloud-based software service providers that help businesses get more efficient. Each has had bumps in the road during the bear market last year, but are things starting to turn around for the better? Salesforce has right sized its expenses and is focused on profitable growth and share buybacks. It is using AI to help customers get the most out of their customer data. ServiceNow has remained a strong business performer, but the stock price dipped last year anyways. Recently, ServiceNow has said it will use Nvidia's AI and traing software, and in turn Nvidia will use ServiceNow to supercharge their research and design work. UiPath recently announced a shuffle in the C-Suite, with Co-Founder and Co-CEO Daniel Dines moving to the role of Chief Innovation officer. Google Cloud's former President is now at the helm. The company is focused on using AI to help businesses automate processes and get more profitable. Chip Stock Investor explains how this year's explosion in AI chip sales could eventually trickle down to better results for these three and other software companies in 2024. Nick and Kasey also discuss how they would go about purchasing shares of Salesforce, ServiceNow, and UiPath in this software stock edition of Chip Stock Investor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! 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. Nicholas and Kasey Rossolillo own shares of Salesforce & UiPath.

Qualcomm and Apple just announced that they have extended their multi-year agreement for Qualcomm to supply 5G modem-RF systems to Apple for future iPhones. The new agreement covers the supply of Snapdragon 5G modem-RF systems for products that will be released in 2024, 2025, and 2026. This agreement is a significant development for both companies. For Qualcomm, it means that it will continue to be a supplier of 5G modems for Apple's most popular product. This is a major win for Qualcomm, as it validates its technology in the 5G market. For Apple, this agreement means that it will continue to have access to Qualcomm's leading 5G modem technology. This will help Apple products offer the best possible 5G performance and experience for its customers, even as it reportedly continues working on its own 5G modem chipsets. The two companies have had a long and contentious history, but perhaps they're working to mend fences. It's undoubtedly no coincidence that this deal was inked right after the recent pressure placed on the companies from Huawei, with its release of the Mate 60 Pro, and China's new restriction on government employees' use of the iPhone. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! 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. Nicholas and Kasey Rossolillo own shares of Qualcomm and Apple

More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on billions of dollars in business. And that might be a fair assessment, since China accounts for over 60% of the mobile chip company’s sales. However, there’s more to the story. Chip Stock Investor delves into some important parts of Qualcomm’s business model to ascertain how much it could lose from Huawei, and if China’s aspirations for semiconductor self-sufficiency is the real deal. Don’t miss part one of this video, which discusses implications for Huawei’s breakthrough innovation on top semiconductor manufacturing equipment company ASML Holding. 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. Nicholas and Kasey Rossolillo owns shares of Qualcomm

Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip breakthrough. The silicon powering the Mate 60 Pro was supposed to be impossible to craft without leading edge equipment from ASML, but it appears China has found a workaround. What does that mean for U.S. sanctions, and for ASML investors? In other news, many investors are still eagerly anticipating the IPO of Arm Holding from current owner SoftBank. But Chip Stock Investors Nick and Kasey have serious business model questions, not to mention valuation concerns. With SoftBank eager for some fresh cash, should investors really be just as eager to buy and hand over their hard-earned money? All of this and more in this episode of Chip Stock Investor. If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕ https://ko-fi.com/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. Nicholas and Kasey Rossolillo owns shares of ASML and Qualcomm.