Chip Stock Investor Podcast

Digital Ocean stock is one of our favorite cloud computing infrastructure companies. Last week after the earnings call, the company had a huge drop in stock price, and thus market value. What happened? Chip Stock Investor digs into the nitty gritty and discusses whether we still like this company for the long term. 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 Rossolillo owns shares of DigitalOcean.

Texas Instruments has been an investor favorite for its decades of growth, high dividends, and share buybacks. Will that continue to be relevant with the capital expenditures going from less than $1 billion-a-year just a few years ago to an average of $5 billion over the next few years? Qualcomm has taken a beating in recent quarters with the smartphone market slumping. The company is diversifying, but will it accomplish that soon enough to remain in the portfolio for the long haul? Skyworks Solutions looked primed for growth in the late 2010s when we first added it to our portfolio. This company is tied at the hip, however, with the behemoth Apple, and shows little signs of that changing. Chip Stock Investor reviews these three companies and discusses whether it's time for investors to give them the ax. 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 Rossolillo owns shares of Qualcomm & Skyworks Solutions. If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕ https://ko-fi.com/chipstockinvestor

One of the leading cybersecurity stocks Fortinet (FTNT) crashed 25% following earnings and an update on 2023 guidance. Chip Stock Investor breaks down what happened, why the market reacted so negatively, and what should be looked for going forward. Additionally, Nvidia (NVDA) and AI hype could be at play here. While Fortinet didn’t mention this or blame anyone for its guidance missteps, Nick and Kasey discuss how events in one area of an industry can create ripple effects into other seemingly unrelated parts of the market. And finally, Nick provides his breakdown of expectations to arrive at what could make Fortinet stock a fair value today. If you’re interested in cybersecurity stocks, this is a must-watch video from 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 Rossolillo owns shares of Fortinet.

The stock market is full of opportunities right now, and Chip Stock Investor is on the lookout for great deals on growing businesses. In this video, we'll be sharing seven stocks that we're buying in August for the long-term. These stocks are all well-established companies with strong fundamentals, and they're all trading at attractive valuations. Watch this video to see what companies you might be interested in. The stock market is full of opportunities right now, and Chip Stock Investor is on the lookout for great deals on growing businesses. In this video, we'll be sharing seven stocks that we're buying in August for the long-term. These stocks are all well-established companies with strong fundamentals, and they're all trading at attractive valuations. Watch this video to see what companies you might be interested in. Make sure you check out our Semiconductor Manufacturing Equipment Index. Sign up here: 👉👉👉👉Google Form link https://forms.gle/u1HLCtcwAXitt45y9 ☕☕☕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 Rossolillo owns shares of Amazon, ASML, Crocs, DigitalOcean, & Dynatrace.

A new “chip war” is emerging, and energy independence is at the heart of it. The world is facing an energy crisis, and the demand is skyrocketing for semiconductors that more efficiently manage the flow of electricity. This has created a new battleground for chipmakers, as they compete to supply the chips that will power the next generation of energy technologies -- from electric vehicles (EVs) to AI data centers to new energy grid systems. In this video, we'll take a look at three companies that are at the forefront of this new “chip war”: Onsemi, Monolithic Power Systems, and Albemarle. Onsemi (ON) is a leading semiconductor manufacturer that specializes in power management, and has a high-growth silicon carbide (SiC) manufacturing unit. Monolithic Power Systems is a high-performance power management company that designs integrated circuits for power conversion. Albemarle is a leading producer of lithium, not a semiconductor, but a key component in batteries for electric vehicles, energy grid storage, and more top chip applications. We'll discuss how these companies are developing chips and related technology that will help to make energy usage more efficient, affordable, and sustainable. We'll also explore the risks and opportunities that these companies face as they compete in this new and rapidly growing market. If you're interested in learning more about the future of energy and the role that semiconductors will play, then be sure to watch this video and subscribe to Chip Stock Investor! Make sure you check out our Semiconductor Manufacturing Equipment Index. Sign up here: 👉👉👉👉Google Form link https://forms.gle/u1HLCtcwAXitt45y9 ☕☕☕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 own shares of Onsemi & Albemarle.

Earnings season continues, and AI continues to be a hot topic! Equally hot stock AMD reported earnings, and it looks like the company's work in AI is not going to narrow the gap with Nvidia like many shareholders had hoped. This shouldn't have come as a surprise. Nick and Kasey explain why, but why AMD is still in great shape anyways. Meanwhile, small chip designer Lattice Semiconductor continues its sequential sales growth and profit margin expansion streak. The little business competes against heavyweight AMD (specifically, AMD's Xilinx acquisition) as well as Intel in the FPGA chip department. Kasey talks about what she likes most about this small growth stock. And Nick breaks down another stellar quarter from Arista Networks, headed up by underrated and :underfollowed CEO Jayshree Ullal. Arista is only just beginning to report ramp-up in design and infrastructure upgrades from generative AI, as well as work it's contributing to the new Ultra Ethernet Consortium (of which AMD is also a founding member). Pay close attention to Arista Networks. All of this and more as Chip Stock Investor discusses three of its top tech and semiconductor stocks for the next decade. 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. ☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction 👇 https://ko-fi.com/chipstockinvestor In this video we used 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 Nicholas Rossolillo owns shares of Lattice Semiconductor, AMD, & Arista Networks.

Social media is on fire in the last week thanks to LK-99, a new superconductor developed and currently being tested by scientists around the globe. Superconductors that can be used outside of specialty applications haven't panned out in the past, but hopes are this time is different. But what exactly is a superconductor? How will it change the world? And is there a way to invest in superconductors? It seems Wall Street is already betting on the hype. Chip Stock Investors Nick and Kasey provide an overview of recent developments in superconductors, some stocks that have soared as result, and how investors can keep a level head thinking about this (potentially) game-changing news. ☕☕☕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.

KLA Corporation and Lam Research are two of the top 5 companies in the semiconductor manufacturing equipment industry. Their recent financial updates didn't exactly set the world ablaze, but may have indicated that the semiconductor industry is ready to make a turnaround. What are we doing with this information here at Chip Stock Investor? Intel's disaster has been a saga for at least a year, and you may know we have not been interested in investing up to this point. But, their recent quarter results finally showed some signs of life and a possible turnaround. This might start to materially change things at Intel, and set up a more solid thesis for making an investment. STMicroelectronics is benefitting from the booming EV industry, and although NXP Semiconductors is more popular among some investors, STM had a really solid quarter and some potential for major growth in the EV market -- especially in silicon carbide. Finally, we will take a look at Enphase, a company we recently added to our portfolio. This company's earnings report showed signs of serious slowdown in the solar energy market, which to a certain extent was expected. But what are the long term prospects for ENPH, and are we buying the dip? Find all 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 Rossolillo owns shares of KLA & Enphase

Big tech companies such as Meta, Tesla, Microsoft and Alphabet have all reported quarterly earnings, and its been better than we hoped it would be. It looks like the earnings recession is over. If so, what does that mean for investors? Is now the time to invest? Lam Research and NXP Semiconductors both reported earnings, and the reports overall were as expected. Have we reached the bottom for the semiconductor industry? Will automotive drive the growth of the industry and pull it out of its slump? Its no secret, Cadence Design systems is one of our favorites here at Chip Stock Investor. Does their recent earnings report warrant the high praise and high valuation we have for it? All this is discussed on this Chip Stock Investor earnings roundup. ☕☕☕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 Rossolillo owns shares of Tesla, Alphabet, & Cadence Design Systems

In the biotech world, Cathie Wood and Ark Invest stock Quantum Si has been hot. The company has created a novel application for semiconductor technology, with a way to sequence proteins in the lab faster and at lower cost. Is this stock worth your attention? And in self-driving cars, Ambarella has shifted its focus and has new chips ready to go for automakers. If only the pesky semiconductor market downturn could come to an end. Is this a promising AI stock addressing vehicles, cameras, and industrial robotics getting ready to take flight? Plus, Nick has a brief rant about why Verizon and AT&T have been such lousy investments. Tune in for all the details from the latest market research from 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 Rossolillo owns shares of Ambarella.