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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.
Episode 240: The $2 Trillion Data Center Opportunity: Nvidia (NVDA Stock) VS Arista Networks (ANET Stock)
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However, concerns remain among many investors that Nvidia's ascendence is bad news for Arista. Is this true? Can both stocks thrive? Chip Stock Investor breaks down the competitive field in this first part video on Arista Networks.
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
********************************************************
Affiliate links that are sprinkled in 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!
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.
#aristanetworks #nvidia #anetstock #nvdastock #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 and Arista.
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
15:3623/11/2024
Episode 239: Nvidia (NVDA) Stock 2025 and Blackwell Update โ How Big Could NVDA Get?
NVIDIA's fourth quarter outlook is in, and Blackwell is already exceeding CEO Jensen Huang and the top chip company's forecasts. What does this mean for 2025? And what is Chip Stock Investor doing with its holdings in NVDA stock? This has huge implications for semiconductor stocks for the new year!
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
********************************************************
Affiliate links that are sprinkled in 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!
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.
#nvidia #nvdastock #blackwellgpu #gpus #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
07:3722/11/2024
Episode 238: Will Tariffs Doom Chip Stocks and End the Bull Market?
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Tariffs and trade war have emerged once more as a top concern for semiconductor stocks. Will new U.S. tariffs on chips from China hurt the industry? What does it mean for global supply chains? Chip Stock Investor explains what tariffs are, how they've already had an impact on semiconductors, and what investors should do next.
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
********************************************************
Affiliate links that are sprinkled in 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!
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.
#tradewar #uschinatradewar #tariffs #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 MU, ASML, AMAT
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
23:3119/11/2024
Episode 237: Cybersecurity Stocks Ready For Another Run Higher? Fortinet FTNT Stock Analysis
Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed
Is cybersecurity stock Fortinet finally ready for a run higher in the next few years? One of the leaders in cybersecurity platforms, specializing in network and cloud security, Fortinet is continuing its push into recurring software services and SASE network. And after a prolonged downturn for its target market, Fortinet's financial performance appears poised for significant improvement. Learn what Chip Stock Investor will be looking for from their oldest cybersecurity stock investment.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
๐: https://www.chipstockinvestor.com
********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Fortinet's Unique Hardware and Software Integration
02:24 Competitors and Market Position
03:11 Financial Performance and Growth
06:51 Fortinet's Future and Valuation
15:41 Investment Tips and Conclusion
#fortinet #ftntstock #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
17:5315/11/2024
Episode 236: 1 Stock Youโve Never Heard of Working On Chip Technology Breakthroughs โ ONTO Stock Analysis
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
In this episode, we discuss Onto Innovation's (ONTO stock) recovery to new all-time-high revenue and profit amid a semiconductor market downturn. Key points include their Q3 2024 earnings, two strategic acquisitions, and role in the semiconductor industry in metrology and advanced packaging -- including R&D in glass panels. Learn how Onto navigated the bear market and what makes it a promising small-bet stock for the long-term.
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#onto #ontostock #asml #tsmc #lithography #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 Onto Innovation
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
17:0511/11/2024
Episode 235: AI Sends This Stock Soaring Another 50% โ Too Late to Buy? AppLovin APP Stock Analysis
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
What sent AppLovin APP stock soaring nearly another 50% after Q3 2024, and an incredible 455% so far in 2024? Nick and Kasey discuss the power of AI in digital advertising, AppLovin's focus on mobile gaming ads, expansion into e-commerce, and the partnership with Google Cloud using Nvidia GPUs. Is it still a good time to invest in AppLovin, or is the stock now too expensive? Don't miss our insights on AI's transformative role in digital advertising.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#applovin #appstock #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 APP
13:0208/11/2024
Episode 234: Time to Sell This Small-Cap Stock AMD and Intel Competitor? (LSCC)
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Lattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea the mischievous puppy.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Lattice Semiconductor's Recent Performance
01:57 New Leadership at Lattice
03:09 Financial Performance and Market Position
04:40 Challenges and Future Outlook
05:06 Investment Opportunities and Strategies
06:39 Comparative Analysis with Competitors
11:08 Recovery Projections and Final Thoughts
#lscc #lattice #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 Lattice Semiconductor
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
17:1807/11/2024
Episode 233: The 2 Most Important Semiconductor Charts Right Now, and Is It Time to Sell AMD Stock?
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Chip Stock Investor explains everything you need to know about semiconductor stocks right now in two charts. And after AMD's last earnings update, is it time to sell? As Nick and Kasey have been explaining throughout 2024, there are problems with the narrative surrounding AMD catching up to Nvidia. It might be time to make a change.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#amd #nvidia #broadcom #gpus #acceleratedcomputing #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
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
19:0904/11/2024
Episode 232: Who Really Wins In the Legal Battle Between ARM & Qualcomm? Maybe Not Who You Think
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Arm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean? Is Qualcomm in trouble? Is Arm being silly? And who ultimately wins from an investment perspective? Chip Stock Investor breaks down where these three companies fit within the semiconductor supply chain.
Blog Post: https://chipstockinvestor.com/qualcomm-vs-apple-will-history-be-changed-as-two-new-chips-target-the-laptop-market-giants/
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#cadencedesign #armholding #qualcomm #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 Qualcomm
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
22:3302/11/2024
Episode 231: 3 Great Stocks to Buy For the Long-Term โ Whatโs Good For GOOGL Is Good For NVDA and AVGO
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Google Cloud revenue and profit is soaring, and that's great news for Nvidia and Broadcom too. Chip Stock Investors Nick and Kasey discuss these three important stocks in their core portfolio, and how the latest update affects the outlook for 2025.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#nvidia #googlestock #broadcom #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 Alphabet, Nvidia and Broadcom
Moomoo Disclosures: Moomoo is a financial information and trading app offered byMoomoo Technologies Inc. In the U.S., investment products andservices on Moomoo are offered by Moomoo Financial Inc.,Member FINRA/SIPC. The creator is a paid influencer and is notaffiliated with Moomoo Financial Inc. (MFI), MoomooTechnologies Inc. (MTI) or any other affiliate of them. Theexperiences of the influencer may not be representative of theexperiences of other moomoo users. Any comments or opinionsprovided by the influencer are their own and not necessarily theviews of MFI, MTI or moomoo. They do not endorse any tradingstrategies that may be discussed or promoted herein and are isnot responsible for any services provided by the influencer. Thisadvertisement is for informational and educational purposesonly and is not investment advice or a recommendation toengage in any investment or financial strategy. Investinginvolves risk and the potential to lose principal. Investment andfinancial decisions should always be made based on yourspecific financial needs, objectives, goals, time horizon and risktolerance. Any images shown are strictly for illustrative purposes.Institutional Tracking feature limitations: Please note anyportfolio composition provided is updated on a significant delayand may be incomplete. It is not possible to replicate the timingor exact holdings of institutional portfolios.Conditional orders: No matter what type of order is used, marketand investment risks cannot be completely eliminated. Limitand stop orders do not guarantee that an execution will occurbecause the price may never reach your limit or stop price, orthere are other orders ahead of yours.*Important: Before investing in an ETF, you should read itsprospectus or, if available, the summary prospectus, whichprovide detailed info on the ETFโs investment objective,strategies, risks, costs, and historical performance (if any).Locate prospectuses on the websites of the firms that sponsor aparticular ETF, or through your broker. ETFs are exposed tomarket volatility and risks of underlying securities.
15:0631/10/2024
Episode 230: Chip Stock Disaster? Why Investors Need to Be Cautious With This Semiconductor Manufacturer (WOLF Stock)
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Wolfspeed (WOLF stock) is a promising manufacturer of silicon carbide (SiC) chips used in EVs and other high-voltage industrial applications. But Chip Stock Investor has been passing up this falling knife stock for years. A recent financial update from the company -- including $750 million in funding from the U.S. CHIPS Act -- illustrates the massive risk for investors, even though Wolfspeed appears to have so much potential going for it.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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๐: https://www.chipstockinvestor.com
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Affiliate links that are sprinkled in 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!
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.
#wolfspeed #siliconcarbide #evs #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
13:5628/10/2024
Episode 229: The Most Obvious Digital Ads Investment to Buy Hiding In Plain Sight? Netflix NFLX Stock
Netflix is two years into its digital ads journey. The TV streaming pioneer is making a break from its early exclusive partnership with Microsoft and building its own in-house ad server technology. But what's an ad server? And does it really make Netflix stock a buy? Chip Stock Investor explains how the company still has a lot of fuel in its tank.
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
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๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#netflix #nflxstock #ads #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 NETFLIX
16:1226/10/2024
Episode 228: ASMLโs 2025 Outlook Blunder Gets A Bailout โ Thanks Lam Research! (LRCX Stock)
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Investors were disappointed with ASML's early downgrade on 2025 growth guidance, but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 2024 was another great quarter for Lam. Semiconductor manufacturing is growing in complexity, and Lam provides a lot of new equipment innovation that could propel it higher in 2025. Chip Stock Investor discusses one of these advancements in memory chips: The transition from tungsten to molybdenum in NAND flash, provided by Micron, Samsung, and others.
Links for articles related to Molybdenum:
https://semiengineering.com/3d-nand-challenges-beyond-96-layer-memory-arrays/
https://patents.google.com/patent/US10510590B2/en
https://magazine.semiconductordigest.com/html5/reader/production/default.aspx?pubname=&edid=b1a10713-5939-47ea-a216-8ea6bc9ad5d1&pnum=42
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*********************************************************
Affiliate links that are sprinkled in 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!
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.
#lamresearch #lrcxstock #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 Lam Research
14:2025/10/2024
Episode 227: Googleโs AlphaChip Breakthrough โ Is Big Tech Really Competing With the Semiconductor Industry?
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Are Google and other big tech really trying to compete with the semiconductor industry? Are companies from Broadcom to Synopsys in trouble because of Google DeepMind's AlphaChip breakthrough? Chip Stock Investors Nick and Kasey explain the real story.
Chit Chat Stocks Episode: https://youtu.be/nMFGdEKKH1E?si=LbkujWV18wQ92OVW
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*******************************************************************************
Affiliate links that are sprinkled in 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!
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 #deepmind #googlealphachip #broadcom #marvell #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 Alphabet
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
24:2124/10/2024
Episode 226: Is It Time to Load Up On Taiwan Semiconductor Manufacturing TSMC Stocks?
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Taiwan Semiconductor Manufacturing (TSM stock) just had a great earnings update, and could be a great buy for the right investor. This is in spite of a seemingly not so great update from fellow industry giant and TSMC equipment supplier ASML. Chip Stock Investors Nick and Kasey discuss what happened, where we're at in the semiconductor demand cycle, and why TSMC could still be a solid investment.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
*******************************************************
Affiliate links that are sprinkled in 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!
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.
#tsmc #tsmstock #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
14:5424/10/2024
Episode 225: 2025 Was Going to Be Great For Chip Stocks โ Did ASML Just End the Party Before It Started?
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
2025 was all set to be a great year for chip stocks, but ASML's latest earnings report sent the whole industry down. What has investors worried, is ASML going to be ok, and is the next growth cycle for semiconductors at risk in 2025? Chip Stock Investors Nick and Kasey explain in this important update.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#ASML #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 ASML
09:5616/10/2024
Episode 224: A Best Place to Invest In the Chip and AI Bull Market: Good Old-Fashioned Tools?
๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
With a new semiconductor growth cycle approaching, where's the best place to invest right now? AI continues to get lots of attention. But as Chip Stock Investors Nick and Kasey explain, manufacturing tool makers continue to be a compelling option. They explain why in this video, and highlight one of Japan's lead chipmaking tool providers in particular.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#discocorp #siltronic #wafers #semiconductorstocks #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Some images by Adobe Stock
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.
Institutional Tracking feature limitations: Please note any
portfolio composition provided is updated on a significant delay
and may be incomplete. It is not possible to replicate the timing
or exact holdings of institutional portfolios.
Conditional orders: No matter what type of order is used, market
and investment risks cannot be completely eliminated. Limit
and stop orders do not guarantee that an execution will occur
because the price may never reach your limit or stop price, or
there are other orders ahead of yours.
*Important: Before investing in an ETF, you should read its
prospectus or, if available, the summary prospectus, which
provide detailed info on the ETFโs investment objective,
strategies, risks, costs, and historical performance (if any).
Locate prospectuses on the websites of the firms that sponsor a
particular ETF, or through your broker. ETFs are exposed to
market volatility and risks of underlying securities.
17:3315/10/2024
Episode 223: 1 Stock Up 1,200% Investors NEED to Know About โ The Absolute Best Use of AI So Far? (APP)
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
AppLovin (APP stock) has been a top AI hit in 2024 as it has developed one of the best uses for AI so far. In this episode of Chip Stock Investor, Nick and Kasey explain what AppLovin does, its relationship to Google (GOOGL stock), and what they plan to do with their investment in APP stock after incredible returns this year.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#app #applovin #ads #google #meta #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 AppLovin
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
17:0412/10/2024
Episode 222: Investing In the Robotics Revolution -- 1 Cybersecurity Stock A Best Long Term Play? (CYBR)
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
With Nvidia's explosive accelerated computing and AI growth the last two years, many investors are now looking for what's next. Robotics hold a lot of promise, and Nvidia is a player on that front too. However, a world full of robotics (automated processes) is already here, and one cybersecurity company is looking to make money from it. Is this a top long-term investment? Chip Stock Investor explains in this episode.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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 #okta #cyberark #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 CRWD
18:2010/10/2024
Episode 220: China A Big Risk For Qualcomm and Broadcom? And 1 Under-Followed Stock You Need to Know About
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
This episode of Chip Stock Investor tackles two topics: First, the risk revenue from China posed to companies like Qualcomm and Broadcom; and second, what Qualcomm and Broadcom customer Ubiquiti might be indicating to investors about a new growth cycle. Join Nick and Kasey to learn why 2025 could be another big year for semiconductors.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#uistock #ubiquiti #avgo #broadcom #qualcomm #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 Broadcom and Qualcomm
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
18:4809/10/2024
Episode 221: A Best Stock For 2025 and Beyond? Chip Stock Investors, Check This 1 Top Growth Stock Out Now
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
In this episode of Chip Stock Investor, the focus shifts to the biotech and big pharma sector, specifically examining Vertex Pharmaceuticals (VRTX). Following work on semiconductors' contribution to healthcare technology, Nick and Kasey discuss Vertex's current operations. Cystic fibrosis treatments and a partnership with CRISPR Therapeutics on a new treatment for blood diseases are the current moneymakers. But Vertex has a wide pipeline of other potential treatments, including those for type 1 diabetes and pain management, framing Vertex as an enduring growth business. Will VRTX be a top Chip Stock Investor non-chip stock for 2025?
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#vertex #vertexpharmaceuticals #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
17:1409/10/2024
Episode 219: A Top Data Center Provider Invests In Chip Design โ Start of A New Tech Battle? ORCL Stock Analysis
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Oracle has made a big push into cloud data centers and AI, and now it could be getting into the chip design business too. The battle between big tech companies keeps heating up. Is Chip Stock Investor buying Oracle (ORCL stock)?
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#oracle #oracelstock #ampercomputing #nvidia #nvdastock #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 and VGT
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20:3104/10/2024
Episode 218: The Ultimate Nvidia Stock Hedge, and the Truth About Big Tech AI Spending
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Worried abut the "AI bubble," and especially how it could affect Nvidia (NVDA stock)? Chip Stock Investors Nick and Kasey explain what's really happening, the real reason big tech is spending so much on Nvidia, and a financial metric to follow the cycle. They conclude this video with a discussion on stocks that can act as an "NVDA stock hedge."
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#nvidia #google #meta #NVDAstock #metastock #GOOGstock #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, Alphabet and Meta.
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
16:0930/09/2024
Episode 217: Micron Signals 2025 Will Be A Great Year to Be A Chip Stock Investor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Micron (MU stock) just signaled it will have a good 2025 -- and that other semiconductor stocks might as well. Nick and Kasey discuss why, and how Micron's surging sales bode well for the whole industry.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Micron's Business Segments and Growth
02:43 Memory Market Outlook for 2024-2025
03:32 Supply and Demand Dynamics
05:55 Semiconductor Industry Segments
08:40 Micron's Capital Expenditures
09:59 Investment Insights: Micron vs. Lam Research
#micron #memorychips #lamresearch #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 Lam Research
13:5728/09/2024
Episode 216: Ignore Intel Rumors: Synopsys and Ansys Merger Announcements You Need to Know About
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
While many investors are speculating about Intel getting acquired or invested in by Qualcomm or Apollo, Synopsys and Ansys' mega-merger continues to make progress. This business combination will have a big impact on the semiconductor industry. Chip Stock Investor explains recent developments, and updates its valuation on Synopsys for Q4 2024.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#synopsys #snps #ansys #anss #eda #chipdesign #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 Synopsys
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
13:2627/09/2024
Episode 215: 1 Small Cap Biotech (TWST) Stock to Buy Now? Chip Stocks Are the Best Show In Town
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
We are discussing Twist Bioscience (TWST), a fascinating biotech company that helped revolutionize DNA synthesis -- but on silicon wafers. Of course Chip Stock Investor is interested! Nick and Kasey explore Twist's technology, market potential, and the competition they face from big players like Merck and Thermo Fisher. Plus, a closer look at the financials and future prospects of Twist Bioscience. However, stick around for a bonus analysis at the end on Analog Devices (ADI), how it might be powering Twist's DNA-on-silicon platform, and ADI might be the better investment choice long term. Don't miss out on this in-depth CSI episode!
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#twistbioscience #dna #genomics #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
20:4623/09/2024
Episode 214: Big Software Is Going All-In On AI, and A Chip Stock Investor Portfolio Change (CRM, PATH)
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Big software companies like Salesforce are going all-in on AI, as pressure mounts in a new era of computing. Is Salesforce in trouble because of a new army of AI startups? Will AI disrupt big enterprise SaaS companies? Chip Stock Investor thinks disruption will happen, and is making a portfolio change. Get the details in this video from Nick and Kasey.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#salesforce #crmstock #uipath #pathstock #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 CRM and UIPath
Chapters:
00:00 Klarna's Move and Its Impact on Salesforce
00:50 Mark Benioff's Merger and Acquisition Spree
01:12 Salesforce's AI and Data Cloud Strategy
05:02 Salesforce's Financial Health and Growth Strategy
08:59 Public.com Sponsorship Message
09:56 Portfolio Update: UiPath Decision
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
12:2521/09/2024
Episode 213: The Future of AI Data Center Storage? PureStorage (PSTG) After the 40% Crash Looks Tempting Again
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of 2024. Shares are up significantly on the year, but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now? Is the AI data center boom still coming for PureStorage? This and more in this important investing update.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
#purestorage #pstg #micron #mustock #memorychips #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 PureStorage
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
19:0620/09/2024
Episode 212: Micron Stock (MU) Crash โ Is the Semiconductor Party Over? Best Long-Term Memory Chip Stocks
Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video.
Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
Affiliate links that are sprinkled in 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!
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 #memorychips #lamresearch #lrcxstock #chips #investing #stocks #financeeducation #artificialintelligence #ai #financeeducation #chipstocks #finance #investing #chipstockinvestor #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Lam Research and Applied Materials
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experiences of the influencer may not be representative of the
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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. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours.*Important: Before investing in an ETF, you should read its
prospectus or, if available, the summary prospectus, which provide detailed info on the ETFโs investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed tomarket volatility and risks of underlying securities.
13:3320/09/2024
Episode 211: Top Chip Stocks to Buy Now? Revealing Chip Stock Investorโs Top Power Chip Stock Portfolio (MPWR)
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Is this power chip stock one of the best buys now? Chip Stock Investors Nick and Kasey discuss their power, automotive, and industrial semiconductor portfolio in this episode, and discuss why they recently bought Monolithic Power Systems (MPWR stock). With data centers and AI changing the landscape for this top chip stock, there could be plenty of growth left.
Moomoo is not a bank. $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing
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Affiliate links that are sprinkled in 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!
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.
#monolithicpower #mpwrstock #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 Monolithic Power Systems
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.
Institutional Tracking feature limitations: Please note any
portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur
because the price may never reach your limit or stop price, or there are other orders ahead of yours.
*Important: Before investing in an ETF, you should read its
prospectus or, if available, the summary prospectus, which provide detailed info on the ETFโs investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed to market volatility and risks of underlying securities.
17:2820/09/2024
Episode 210: A Pure-Play Bet On Nvidia Blackwell Growth? Astera Labs (ALAB) Deep Dive
Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi
Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble, it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO, it's time for Chip Stock Investor to do a deep dive into this small promising business -- and explain if ALAB is a buy for CSI!
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
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Affiliate links that are sprinkled in 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!
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.
Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bondโs yield is a function of its market price, which can fluctuate; therefore a bondโs YTM is โlocked inโ when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The โlocked inโ YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/fee-schedule)
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.
Chapters:
00:00 Introduction to Astera Labs
00:48 Astera Labs and the Semiconductor Industry
01:40 Astera Labs' Market and Competition
04:44 Astera Labs' Product Lineup
11:06 Financial Performance and Outlook
18:23 Investment Considerations and Conclusion
#asteralabs #nvidia #blackwell #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
20:1120/09/2024
Episode 209: Zscaler (ZS) Stock Crash โ Time to Buy Now? Investors FIRST Need to Know These Essentials
Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed.
Zscaler is quietly undergoing a transformation from a pure cloud cybersecurity software company to a contender in the networking security space. Chip Stock Investor discusses Zscaler's strategic moves to enhance their Secure Access Service Edge (SASE) offerings, and limitations as a good investment right now. Tune in to get the full scoop on Zscaler's future in the fast-growing cybersecurity industry.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Introduction to Zscaler
00:43 Zscaler's Evolution Beyond Software
04:23 The Importance of Cybersecurity Hardware
13:00 Understanding the Rule of 40
17:07 Why We Aren't Investing in Zscaler
22:04 Conclusion and Final Thoughts
#zscaler #cybersecurity #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
23:3611/09/2024
Episode 208: Our Top Chip Stock Buy September 2024 โ More AI Progress At Broadcom (AVGO Stock)
This video is sponsored by Public. Check it out at https://public.com/csi
Chip Stock Investor discusses its top buy "AI chip stock" buy for September 2024. With fresh Broadcom (AVGO stock) financials in hand, Nick and Kasey discuss what the company does, and why it's growing importance in the global economy makes it a buy for their portfolio.
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
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Broadcom's Business Overview
03:05 Q3 Earnings Breakdown
04:22 Broadcom vs. Marvell: A Comparison
06:09 Broadcom's Market Segments
10:11 VMware Acquisition and Software Segment
16:00 Valuation and Investment Strategy
18:43 Conclusion and Final Thoughts
#avgo #broadcomstock #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 Broadcom
19:4506/09/2024
Episode 207: ASML New Competitor? What Is E-Beam Lithography, and Why Is It Important In Chip Manufacturing?
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What is e-beam lithography? And how can investors bet on it? Chip Stock Investor breaks it down.
Videos referenced:
https://www.youtube.com/watch?v=Gqu0L5oVatk
https://www.youtube.com/watch?v=5yTARacBxHI
https://www.youtube.com/watch?v=xE67ikJp1i0
https://www.youtube.com/watch?v=RwQbID53f5o
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๐: https://www.chipstockinvestor.com
๐ง:
**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Overview of Electron Beam Lithography
00:54 Understanding Photolithography
01:39 ASML's Role in Photolithography
03:26 Challenges in Semiconductor Manufacturing
05:53 Introduction to E Beam Metrology
07:14 ASML's Metrology and Inspection Tools
08:32 E Beam Lithography Explained
10:50 MultiBeam's Technological Breakthroughs
11:58 SkyWater's Use of MultiBeam Technology
15:45 Investment Opportunities in E Beam Technology
#asml #electronbeam #multibeam #lamresearch #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 ASML and Lam Research
17:5806/09/2024
Episode 206: Crowdstrike (CRWD Stock) Still Facing Challenges After Microsoft Service Outage
Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed.
After a faulty CrowdStrike software update on July 19 caused a global Microsoft Windows outage, the endpoint cybersecurity company would like to quickly move on. So would many investors. But a quick rebound may not be happening. In this episode of Chip Stock Investor Cybersecurity Edition, Nick and Kasey explain why they're exercising more patience with this investment holding.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Cybersecurity Industry Growth
01:58 CrowdStrike's Recent Challenges
02:40 Importance of Personal Cybersecurity
06:37 CrowdStrike's Financial Performance
07:23 Future Outlook and Guidance
11:01 Litigation and Profitability Concerns
17:01 Investment Strategy and Conclusion
#crowdstrike #crwdstock #cybersecurity #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 Crowdstrike
20:0806/09/2024
Episode 205: Want to Invest In Elon Muskโs SpaceX? 1 Small-Cap Stock to Get Growth From Satellite Internet (FOUR Stock)
This video is sponsored by https://www.public.com
Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink? And is now really a good time to invest in the crowded digital payments acceptance space? Chip Stock Investor explains in this video, and why Shift4 remains one of their favorite small-cap stocks for 2024 and beyond.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
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Shift 4 Payments: Background and Initial Thoughts
01:20 Shift 4 Payments: Growth and Strategy
04:34 Acquisitions and Expansion
07:26 Financial Health and Risks
09:00 Starlink Partnership and International Expansion
14:37 Recap and Final Thoughts
16:50 Closing Remarks and Subscription Pitch
#shift4 #SHIFTstock #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 SHIFT
17:5401/09/2024
Episode 204: 1 Small-Cap Stock Obliterating the Market In 2024 โ Still Time to Buy? MNDY Stock
This video is sponsored by https://www.public.com
Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details.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
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
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Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00The Debate on Software Moats
02:00 Understanding the Digital Economy
03:21 Monday.com's Competitive Landscape
03:49 Building a Platform and Moat
07:14 Financial Highlights and Growth
14:53 Valuation and Investment Strategy
16:41 Conclusion
#mndy #workflowsoftware#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 monday.com
18:1531/08/2024
Episode 203: Nvidia (NVDA Stock) Headed For Another Correction? Everything Investors Need to Know Now
This video is sponsored by https://www.public.com
Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's becoming undeniable that CEO Jensen Huang's company is the undisputed leader in accelerated computing, and no one will ever truly "catch up." So why is the market receiving the latest financial report with muted response? And has Chip Stock Investor's stance changed on Nvidia?
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
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links that are sprinkled in 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!
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.
#nvidiaai #nvidia #nvdastock #blackwell
#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
15:4729/08/2024
Episode 202: Nvidia (NVDA Stock) โ The Most Important Economic Report of 2024? NVDA Long-Term Analysis
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
Nvidia (NVDA) is being billed as "the most important report of 2024." This isn't entirely an exaggeration. Nvidia has helped lift stocks (as measured by the S&P 500) out of the bear market, and it's driving S&P 500 earnings growth in a big way. Investors are focused on Nvidia for good reason. What's Chip Stock Investor's long-term analysis of this top semiconductor investment? Check out this Q2 fiscal 2025 earnings preview, and stay tuned for a follow-up later this week after Nvidia earnings.
Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/
Safeguard your personal information with Aura's monitoring service โ try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
๐: https://www.chipstockinvestor.com
**********************************************************
Affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Introduction and NVIDIA Earnings Anticipation
00:58 Why NVIDIA Matters to the Economy
02:12 Debunking the Global Tech Downturn
04:30 Semiconductor Industry Insights
06:57 NVIDIA's Role in Accelerated Computing
10:13 Expectations for NVIDIA's Earnings
17:45 Conclusion and Upcoming Events
#nvidia #nvdastock #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
18:1927/08/2024
Episode 201: TSMC (Taiwan Semiconductor Stock) Buys A New LCD Screen Fab โ For Advanced Chip Packaging?
TSMC recently acquired a facility that manufactured LCD screens. This news came hot on the heels of TSMC's board of directors approving a $30 billion budget for fab spending and expansion. What's going on? And what are the implications for TSMC shareholders and other interested semiconductor and chip stock investors? In this episode, we dive into the world of glass substrates and their game-changing potential in semiconductor manufacturing.
This video is sponsored by https://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
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
*****************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 TSMC's New Ventures
02:55 Advanced Packaging Techniques
04:26 Fan Out Panel Level Packaging
06:00 TSMC's Acquisition of Innolux
07:20 Glass Substrates in Semiconductor Manufacturing
10:15 Investment Opportunities in Glass Substrates
#tsmstock #tsmc #taiwansemiconductormanufacturing #glasssubstrate #advancedpackaging #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
15:3326/08/2024
Episode 200: Is Palo Alto Networks (PANW Stock) the Ultimate Cybersecurity Investment?
Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed.
Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. Is it still the ultimate investment in this important field right now? Chip Stock Investor breaks it down.
๐๐ Chip Stock Investor offers a premium membership that gives you:
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Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
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Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
*****************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Deep Dive into Palo Alto Networks
03:08 Understanding RPO and Revenue Metrics
05:39 Platformization Strategy and Its Impact
10:54 SASE and Future Growth Prospects
17:07 Financial Overview and Guidance
20:24 Valuation and Investment Perspective
24:20 Conclusion and Final Thoughts
#panw #paloaltonetworks #cybersecuritystocks #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 PANW
25:0526/08/2024
Episode 199: Donโt Know About Palantir Yet? A No-Hype No-Nonsense Review (PLTR Stock)
Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software stock. We discuss everything you need to get you up to speed with Palantir.
ETF Video: https://youtu.be/-56YZmTYypc
This video is sponsored by https://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
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Introduction to Palantir
01:23 Understanding Palantir's Business
03:21 Palantir's Market Position and Competitors
06:37 Palantir's AI and Software Applications
09:54 Commercial vs. Government Revenue
24:37 Palantir's Financial Health
29:06 Investment Considerations and Valuation
32:22 Conclusion and Final Thoughts
#palantir #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
33:2926/08/2024
Episode 198: 3 Small-Cap Chip Stocks to Avoid in 2024
In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why we're still not interested in buying indie Semiconductor, Navitas Semiconductor, and Wolfspeed in our small-cap portfolio. Learn why these companies don't meet our investment criteria, and why saying no to investing in stocks is an essential skill for investors.
This video is sponsored by https://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
Videos referenced:
https://youtu.be/reN4K9Qb3e8?si=lgy7fRbcLa0gmbeY
https://youtu.be/GMWSKEKWibY?si=XKnjYNs_4bbcO46u
https://youtu.be/JVra_eShSXk?si=weGIUC1pzHOI5EFj
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
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Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00Why We Passed on Indie, Navitas, and Wolfspeed
01:51 Investor Habits and Small Cap Stocks
02:57 Indie Semiconductor: A Closer Look
08:05 Navitas Semiconductor: Financial Health
10:56 Wolfspeed: Market Position and Challenges
15:24 Valuation Metrics and Final Thoughts
17:56 Conclusion and Additional Resources
#indiesemi #navitas #wolfspeed #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
18:1926/08/2024
Episode 197: Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next 15 Years
Will Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term.
This video is sponsored by https://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
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Introduction and Overview of Applied Materials
01:39 Recent Earnings and AI Impact
03:59 Financial Performance and Market Position
04:50 Focus on Energy Efficiency and Materials Engineering
08:34 Advanced Packaging and Future Growth
09:19 Challenges and Opportunities for Applied Materials
15:18 Conclusion and Final Thoughts
#appliedmaterials #amatstock #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 Material
16:0226/08/2024
Episode 196: 3 Small-Cap Chip Stocks โ Are They Still On Course For Big Investment Returns?
The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns.
This video is sponsored by https://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
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
Listen๐ง:
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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 Axcelis, Skywater and Silicon Motion
19:1626/08/2024
Episode 195: Nvidiaโs Next Big AI Hit? Is NVDA Stock A Buy?
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are investors discounting another great AI and accelerated computing growth story in the making? Chip Stock Investors Nick and Kasey discuss a forgotten and overlooked segment at Nvidia, and how it could contribute to the NVDA stock growth story.
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
Listen๐ง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
**********************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 NVIDIA's Next Revenue Driver
02:45 Data Center Dominance
05:02 Gaming Segment Insights
06:31 Professional Visualization Potential
07:32 Omniverse and AI Applications
15:50 Valuation and Investment Insights
#nvidastock #nvidia #nvdastock #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
18:2226/08/2024
Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock
Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don't miss the last videos explaining Onto's business model strengths as well, and why this could be an epic investment growth story of the 2020s.
This video is sponsored by https://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
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
Listen๐ง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 Onto Innovation's Industry Position and Peers
02:08 Growth and Market Potential
05:46 Financial Performance and Projections
07:15 Valuation and Long-Term Goals
10:46 Conclusion and Future Outlook
#ontoinnovation #ontostock #ionimplantation #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 Onto Innovation
12:5614/08/2024
Episode 193: Did This Top 10-For-1 Stock Split Just Go On Sale? Lam Research (LRCX)
Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer.
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
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Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
Listen๐ง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 LAM Research's Market Segmentation and Product Offerings
03:15 Financial Performance and Market Outlook
04:30 Challenges and Opportunities in the Memory Market
07:15 Impact of China and Export Restrictions
09:19 Stock Performance and Future Prospects
#lrcxstock #lamresearch #memorymarket #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 Lam Research
11:5013/08/2024
Episode 192: ASML's High-NA EUV Breakthrough: Massive Investment Returns Ahead?
ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way for the semiconductor industry. Learn how leading chipmakers like Intel and Taiwan Semiconductor Manufacturing are adopting these cutting-edge technologies, and what this means for investors!
This video is sponsored by https://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
Asianometry vid: https://youtu.be/43c5EeERuKs?si=8u9Mn38arM1MiLGm
๐๐ Chip Stock Investor offers a premium membership that gives you:
Community: ๐ Connect with other investors interested in chip (and everything else) stocks.
Direct Access: ๐ฃ๏ธ๐ฆChat with the Chip Stock Investor experts Nick and Kasey.
Insider Knowledge: ๐ค๐ญGain valuable insights into the market.
Resources: ๐๐๐Download show notes and access exclusive content.
Join us: https://ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop.
๐: https://www.chipstockinvestor.com
Listen๐ง: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F
**************************************************************************************
Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
Chapters:
00:00 ASML's Market Position and Technology
01:57 Intel's Adoption of Advanced EUV Systems
05:11 TSMC and Future Semiconductor Technologies
08:05 ASML and IMEC's High NA EUV Lithography Lab
11:58 The Future of Semiconductor Manufacturing
#asml #asmlstock #euvlithography #duvlithography #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 ASML
16:5713/08/2024
Episode 191:Airbnb Just Signaled A Recession Is Comingโฆ Or the Stock Is Really Cheap
For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead for the economy? Or is there something less sinister going on? Chip Stock Investor breaks it down the situation on one of its top stock picks of 2024.
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
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Affiliate links you might like to try:
๐ฅ๐ฅ๐Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C
We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: ๐๐ฝ๐๐ฝ๐๐ฝhttps://finchat.io/csi/
Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service โ we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor
These affiliate links that are sprinkled in 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!
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.
#airbnb #airbnbstock #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 AirBnB
17:1713/08/2024