This video from Chip Stock Investor cracks the code on finding winning chip stocks for 2024, like Onsemi's electric vehicle technology and 2 hidden gems you won't hear about anywhere else! We'll use a CAKE analogy to make the complex world of chip manufacturing easier to understand (seriously, it's fun!). Plus, discover how to snag long-term growth in efficient power consumption technologies that are shaping the future of tech! Videos: https://youtu.be/thFL9Z9onAU https://youtu.be/dnxbf4p49XA https://youtu.be/w-fZrhmDU3o 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Chapters: 00:00 Navigating the Cyclical Downturn in the Semiconductor Industry 00:43 Understanding the Semiconductor Industry Landscape 01:38 Baking a Cake Analogy: Explaining On Semi's Business Model 01:58 On Semiconductor's Strategic Focus and Market Dynamics 03:13 Financial Performance and Market Outlook Amidst Downturn 08:28 Equipment Suppliers in the Spotlight: Axcelis and Aehr Test Systems 14:29 Financial Valuations and Investment Strategies During Downturn #onsemiconductor #aehrtestsystems #powerchips #siliconcarbide #axcelistechnologies #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of On Semiconductor, Aehr Test Systems and Axcelis Technologies

This Chip Stock Investor video breaks down Google's massive $20 billion annual payment to Apple for default search engine status on iOS. This is what's at the heart of the DOJ case against Google's internet search monopoly. Nick and Kasey explore how this payment can be calculated, and reveals the significant impact it has on Apple's profitability. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #google #apple #lawsuit #antitrust #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 Google and Apple

This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market, gaining market share with its Nexus and Avant lines. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #latticesemiconductor #fpga #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

Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kasey discuss the latest earnings update and why Qualcomm’s rebound is poised to get even better. Last QCOM Video: https://youtu.be/vIytBb1cvXg 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #qualcomm #qualcommstock #qualcommsnapdragon #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Qualcomm

AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market – and why AI is a big distraction for AMD shareholders. Subscribe for more semiconductor stock analysis! 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Previous AMD video:https://youtu.be/lOWIevFImpA Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #amd #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

Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks? Nick highlights the digital payments network leader as a prime example of success in the cloud and enterprise computing sector. The discussion covers a high-level view of Visa's business model, its contributions to cybersecurity, the infrastructure supporting its massive digital transactions network, and its financial health, including impressive earnings and massive shareholder returns. The analysis especially reveals Visa's incredible cash flow, and how management has returned much of that to shareholders over time. Chip Stock Investor reaffirms its outlook on Visa as a core portfolio holding, emphasizes its role as a digital railway, and its exemplary business model for IT and cloud computing companies to imitate. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #visa #digitalpayments #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 Visa

Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing key takeaways for investors. We'll delve into Lam's financial health, growth potential within the semiconductor industry, and whether it's poised for success before the next semiconductor memory chip growth cycle. Get the insights you need to make informed decisions about Lam Research stock! Recent Lam video: https://youtu.be/1WYtJnXpOC4 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #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

This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax." Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development. Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how third-party developers could help improve the picture starting next year. Nick and Kasey conclude with optimism for Meta's long-term value, and hint at potential portfolio adjustments in response to CapEx trends in big tech. Recent Broadcom video: https://youtu.be/0ST3Ak52DA4 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join chipstockinvestor.com Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #meta #markzuckerberg #metaverse #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 Meta

Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines three key items the company can work on to return to profitable growth. Nick and Kasey discuss the EV industry's prospects, putting the controversies surrounding Elon Musk aside and focusing on developments in Tesla's pipeline that could fix the business in a relatively short period of time. Stay tuned for more Chip Stock Investor earnings coverage this week! Lam Research and Qualcomm are on deck Wednesday evening. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 The EV Industry's Growth and Tesla's Position 04:28 Key Issues Holding Back Tesla's Growth 06:27 Strategies for Tesla to Return to Profitable Growth 15:55 Investment Insights and Portfolio Decisions 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. #tesla #elonmusk #electricvehicles #evs #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 Tesla

Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (CDNS), one of the leaders in electronic design automation (EDA) used for semiconductors, computing systems, automobiles, and all sorts of electrical equipment in need of some automation. After a stellar run in the last year, shares have pulled back on “weak guidance.” Chip Stock Investor breaks it down, explaining why Cadence is doing more than just fine, and updating the valuation on the business. Stay tuned for more earnings coverage this week from bit tech companies! 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #cadencedesign #edasoftware #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

A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve into reasons behind the selloff. Nick and Kasey discuss why Nvidia (NVDA) falling 10% in a day needs context, Supermicro's (SMCI) earnings report non-announcement, and broader concerns in the semiconductor industry such as downturns in the auto and industrial market, and worry over ASML's and Taiwan Semiconductor's earnings reports. Despite the volatility, Nick and Kasey emphasize the importance of zooming out to see the bigger picture, highlighting the impressive gains semiconductor stocks have made since October 2022. The discussion also touches on investor approaches to buying the dip, advocating for moderation is investor habits, a focus on quality businesses, and diversified portfolios. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #stockmarket #stockmarketnews #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

Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but profitability is poised for continued growth. This company could very well be with us for many years to come! Find out the details in this episode with Chip Stock Investor's "resident nurse" Kasey. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #intuitivesurgical #roboticsurgery #healthtechstocks #healthcare #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 Intuitive Surgical

ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip manufacturing, but was ignoring the financial guidance ASML management had provided a few months ago. Shares are giving back some of their 2024 gains, but it's no surprise. This was always going to be a "transition year" for the company. Chip Stock Investor breaks it down and explains its call for this top semiconductor manufacturing equipment provider. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #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

Qualcomm (QCOM) stock has been hot in 2024, outperforming not just broader market indices, but also most major semiconductor indices as well. That’s impressive, considering many of these indices are top-heavy on Nvidia (NVDA) stock. Chip Stock Investor breaks down what has happened so far this year, and revamps their valuation model on Qualcomm. Nick and Kasey discuss how the Snapdragon X Elite chipsets for laptops could also help shake up the on-device AI market, and help Qualcomm sustain a new run of growth. It’s almost earnings season, so stay tuned for more coverage from Chip Stock Investor later this week! Previous Vids on QCOM: https://youtu.be/Yc90DSF5nCY https://youtu.be/RiKEDDCG9nI https://www.youtube.com/watch?v=uBgQK69vt7E https://youtu.be/WGykUNea41Y 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Qualcomm

Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET), emphasizing the importance of a moderate viewpoint in evaluating businesses. The downgrade, which shifted Arista from a 'buy' to a 'sell' due to Nvidia's (NVDA) “rising competition,” spurred a discussion on the essential technologies of Ethernet and InfiniBand, their roles in data centers and AI, and how these technologies impact the rivalry between Nvidia and Arista Networks. Nick and Kasey explain why Ethernet and InfiniBand matter, NVIDIA's strategic acquisition that put them in the lead in InfiniBand, and the evolving landscape of AI and data center networking. Arista Networks is no slouch though. And Ethernet is still very much a part of the modern data center. Check out this episode of Chip Stock Investor for our take on Arista Networks business model, and whether the “new Nvidia risk” is valid or not. Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, our Cybersecurity Industry Manual for 2024, or "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide", you can purchase it here: https://ko-fi.com/chipstockinvestor/shop Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! 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 Arista Networks and NVIDIA's Market Dynamics 03:50 Understanding Ethernet, InfiniBand, and Their Roles in AI and Data Centers 06:20 Arista Networks vs. NVIDIA: Financial Performance and Market Position 08:50 The Future of Ethernet and InfiniBand in AI Training 14:34 Analyzing the Rosenblatt Downgrade and Its Impact on Arista Networks 24:23 Concluding Thoughts on Investment Strategies and Market Analysis #aristanetworks #nvidia #infiniband #ethernet #datacenters #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 Networks

This video from Chip Stock Investor updates our viewers on some news from Applied Materials. The company has been making some strategic maneuvers in the semiconductor industry, paring back some expenses, raising its quarterly dividend by 25%, and gearing up for the next chip manufacturing bull market. Nick and Kasey discuss the company's consistent growth, notable for outpacing peers despite a sluggish industry downturn the last couple years. Applied Materials' equipment plays an absolutely critical role in chipmaking, across all process steps and chip types – including for AI and data center systems. Additionally, the video explains Applied Materials' shareholder returns, accentuated by dividend increases and stock buybacks, and why it remains a core holding for Chip Stock Investor. Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 https://youtu.be/thFL9Z9onAU Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, our Cybersecurity Industry Manual for 2024, or "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide", you can purchase it here: https://ko-fi.com/chipstockinvestor/shop We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Chapters: 00:00 Applied Materials: A Beacon of Consistent Performance 01:54 Forecasting the Future: Wafer Fab and Chip Packaging Equipment 02:47 Exploring Applied Materials' Revenue and Strategic Pivots 05:23 Innovations and Investments: Shaping the Future of Chip Making 11:02 Dividends, Buybacks, and Shareholder Value Enhancement 15:21 Valuation Insights and Investment Perspectives 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. #appliedmaterials #semiconductorwafers #semiequipment #semiconductorstocks #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Applied Materials

Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and with the diminished demand for test and burn-in systems, particularly for silicon carbide (SiC) chips used in electric vehicles (EVs), Aehr is in a bit of a slump. Customers are expected to take delivery of the company’s equipment for SiC chip manufacturing later this year. But instead of focusing on the the poor results, Chip Stock Investor focuses on Aehr's potential growth areas, including the EV market, gallium nitride (GaN) semiconductors, silicon photonics, and memory chips for AI systems. Watch our video on the semiconductor manufacturing and packaging equipment here: https://youtu.be/thFL9Z9onAU Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #aehrtestsystems #silconcarbide #wafertesting #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems

This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain Intel's financial underperformance compared to the SOXX ETF and other chip stocks, and detail Intel's shift towards a new financial model by disclosing details on Intel Products and Intel Foundry. Nick and Kasey especially analyze the losses reported by Intel's Foundry segment and the challenges Intel faces in catching up with TSMC's advanced chip production. The conversation covers Intel's strategies to scrounge up cash such as re-IPOs for fab construction, funded in big part by the U.S. CHIPS Act and European Chips Act, to regain manufacturing technology leadership. With the ambitious plan, will Intel be a stock to buy for Chip Stock Investor? Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor 👈👈 If you missed any of our recent manuals check out our shop: https://ko-fi.com/chipstockinvestor Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update Semiconductor Industry Flow 2024 Cybersecurity Industry Manual for 2024 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Intel's Semiconductor Saga 03:34 The Strategic Shift: Intel's Business Model Transformation 05:19 Financial Struggles and the Path to Recovery? 10:43 Intel's Ambitious Manufacturing Projects and Funding Challenges 15:08 Investment Considerations: Opportunity Costs and Valuation Insight 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. #intel #intc #foundryservices #intelproducts #patgelsinger #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Chip Stock Investor provides an in-depth analysis on whether it's time to sell Nvidia stock, focusing on the semiconductor industry's growth and Nvidia's performance within it. Nvidia has had a massive run in the last year as the new bull market has begun, especially with its data center sales reaching over $18 billion in the last quarter alone. Nick and Kasey discuss the factors driving its stock price surge, such as the booming data center segment and the rise of generative AI markets. Also discussed are signals Chip Stock Investor is looking for that could give clues as to when the cyclical cycle is (temporarily) over for the accelerated compute market Nvidia pioneered, including big tech company capital expenditures (Google and Meta), Nvidia's revenue guidance, and its valuation based on simple price-to-earnings ratios. Importantly, the video advises on who should consider selling their Nvidia shares, and outlines one strategy for doing so, emphasizing dollar cost averaging (DCA) as a method for adjusting portfolio allocations. 10:26 https://www.fool.com/investing/2021/12/10/is-now-a-good-time-to-buy-nvidia/ 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor 👈👈 If you missed any of our recent manuals check out our shop: https://ko-fi.com/chipstockinvestor Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update Semiconductor Industry Flow 2024 Cybersecurity Industry Manual for 2024 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Should You Sell Your Nvidia Stock? 00:40 Nvidia's Impressive Run and Current Stance 02:11 Understanding Nvidia's Market and Growth 05:27 When and Why to Consider Selling Nvidia Stock 11:33 Who Should Consider Selling Nvidia Stock? 12:52 Strategies for Selling Nvidia Stock 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 #ai #generativeai #inference #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

🔥🔥Purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 This video from Chip Stock Investor delves into the semiconductor manufacturing and chip packaging equipment industry, focusing on investment opportunities and stocks for 2024. It outlines the development and current complexity of the semiconductor industry, emphasizing the critical role of manufacturing equipment makers in the supply chain. Highlighting an index of wafer fab and chip packaging equipment makers compiled by Nick and Kasey, the video updates viewers on these companies' processes, innovations, and investment potential. The 'Fab Five' – ASML Holding, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp – are discussed in detail due to their dominance in the market, controlling approximately 70% of global wafer fab and chip packaging equipment revenue. The video covers the semiconductor manufacturing process steps, and companies and stocks within each segment, including deposition, lithography, etch, cleaning, and packaging. Finally, Nick and Kasey provide a briefer on investment metrics such as revenue growth, operating margin, free cash flow, and return on invested capital (ROIC) investors can use to evaluate these companies. 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase your copy of "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, or our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/chipstockinvestor/shop Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #asml #appliedmaterials #lamresearch #klacorp #tokyoelectron #wafermanufacturing #siliconcarbide #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks #axcelis #aehtestsystems #euvlithography #howsemiconductorsaremade #fablesschipdesign #chipmanufacturing Nick and Kasey own shares of ASML, AMAT, KLAC, LRCX, ONTO, AEHR, CDNS, SNPS, ACLS

In this video, Chip Stock Investor delves into the current position and future prospects for Zscaler (ZS) in the cybersecurity industry. After covering the high-level demand and growth in the cybersecurity industry, we focus on Zscaler's business performance despite recent stock price volatility. Zscaler has emerged as one of the “big four” cybersecurity pure-play businesses, so Nick and Kasey compare it with its biggest peers Palo Alto Networks (PANW), Fortinet (FTNT), and CrowdStrike (CRWD). Zscaler has a specific niche in cloud security as it undertakes its own security “platform” strategy. Is Zscaler stock a top cybersecurity play in 2024? Vids to watch: https://youtu.be/DRKWQSPz7rA https://youtu.be/3rcz8RKgURU Chapters: 00:00 Deep Dive into Zscaler: Is It the Top Cybersecurity Stock for 2024? 01:17 Understanding the Cybersecurity Landscape: Demand, Growth, and Competitors 02:38 Exploring Zscaler's Niche in Cloud Security and Its Competitors 03:27 Zscaler vs. Palo Alto Networks 04:47 The Evolution of Cybersecurity: From Traditional to Cloud-Based Solutions 07:23 Zscaler's Market Position and Financial Performance Review 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! 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. #zscaler #cybersecurity #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Pure Storage (PSTG), known for its all-flash storage solutions, has shown notable growth this year. Thank AI in part, but also due to its successful subscription-based data center storage model. Despite a slight revenue miss for fiscal year 2024, the company's subscription-based revenues and higher profit margins signal strong future potential in the years ahead. Nick and Kasey’s discussion also covers Pure Storage's role in AI and data centers, its competitive edge, and how its subscriptions smoothe out revenue peaks and valleys. Is PureStorage stock still a top buy for 2024 and beyond? Make sure you subscribe for more great content. Later this week, we will discuss cybersecurity company Zscaler (ZS), and we will also have an industry manual on wafer fabrication and chip packaging equipment stocks. Vids to watch: Our first video about PureStorage June 2023: https://youtu.be/c2XPlli4HHU Our last video on PureStorage and the data center memory server market: https://youtu.be/R5maOmfOsvo Our 2024 top chip stocks video from December 2023: https://youtu.be/RiKEDDCG9nI Chapters: 00:00 Deep Dive into Pure Storage: Past and Present 01:29 Understanding Pure Storage's Role in the Semiconductor Industry 02:39 The Three Main Components of a Computing System 03:41 Exploring Micron's Role and NAND Flash Technology 05:59 The Subscription Model of Pure Storage 07:15 AI and Pure Storage's Competitive Advantage 09:51 Comparing Pure Storage with Competitors 11:38 Financial Performance and Future Outlook of Pure Storage 14:53 Valuation and Investment Perspective on Pure Storage 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #purestorage #pstg #flasharray #NAND #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.

DigitalOcean (DOCN) is under new leadership. CEO Paddy Srinivasan is now at the helm. His focus is getting DigitalOcean back into growth mode, using the Paperspace AI acquisition from last summer. DigitalOcean has positioned itself within the cloud infrastructure market, especially for developers and small businesses looking for easy-to-use and affordable tools. Chip Stock Investors Nick and Kasey believe that generative AI has potential to change digital workflows beyond simply disrupting Google Search, and discuss how DigitalOcean may be able to participate in that large and growing market with its strengths. That said, this is a small business, and thus it’s part of Chip Stock Investor’s diversified basket of small-cap stocks. Nevertheless, the company has done well enough that it’s still worth watching closely. Stay tuned for our upcoming look at PureStorage, and a semiconductor manufacturing equipment and chip packaging equipment industry market flow manual! 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Exploring Digital Ocean's Leadership and Strategy 02:21 Understanding Digital Ocean's Core Products and Market Position 05:24 Digital Ocean's Strategic Acquisition of Paperspace 06:20 Shifting Focus: From SMBs to Developers 08:52 The Future of Cloud and AI with Digital Ocean 11:52 Analyzing Digital Ocean as a Small Cap Stock 15:30 Financial Strategies and Future Growth Prospects 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. #digitalocean #droplets #cloudcomputing #googlecloud #oraclecloudinfrastructure #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 DigitalOcean

In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware. Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new infrastructure. Nick and Kasey explain the company’s approach to software, its partnership with Nvidia last year so VMware users can operate GPUs in AI training and inference, and recent moves made by management to pay off the debt taken on the purchase of VMware. The video explores why Broadcom could be a top software investment in the years ahead as new accelerated computing chips and infrastructure get installed in data centers, as well as a look at valuation and expectations the market has for Broadcom. Stay tuned for our next videos on PureStorage and DigitalOcean! Videos to watch: https://youtu.be/0ST3Ak52DA4 https://youtu.be/1rwlxNTyd_A https://youtu.be/b40bhVqRAZc 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Broadcom's Software Segment 03:27 Broadcom's Acquisition Strategy: A Shift Towards Software 04:56 VMware's Strategic Fit Within Broadcom 06:53 Financial Implications of the VMware Acquisition 15:52 Broadcom's Strategy: Maximizing Profit Over Growth 16:00 Regulatory Scrutiny and Customer Impact 18:01 Valuation and Investment Outlook for Broadcom 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. #broadcom #cybersecurity #vmware #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

Aehr Test Systems released preliminary financials and an accompanying statement on March 25, 2024, and results are going to be even uglier than originally predicted. This story is really all about silicon carbide (SiC) customers (like Onsemi) holding back on delivery of new Aehr equipment. Chip Stock Investor discusses the impact of the downturn in the automotive and chip manufacturing industries on small-cap stock Aehr, particularly focusing on its relationship with its largest customer Onsemi (ON), and how even small changes in demand in electric vehicle EV chips can cause major headaches for Aehr shareholders. The video also addresses the broader cyclical challenges within the chip industry, and offers insights into Aehr's stock valuation and future outlook. 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Chapters: 00:00 Aehr Test Systems Update 03:00 The Ripple Effects of the Automotive Market on Aehr 07:01 Forecasting the Future: Aehr's Recovery and Fiscal Outlook 09:21 Valuation Insights: Navigating Aehr's Stock Price Changes 11:16 Personal Perspectives on Aehr Test Systems #aehrtestsystems #siliconcarbide #electricvehicle #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems and On Semiconductor

This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for customers like Google and Meta. Broadcom’s biggest customers are scaling up their data centers with XPU clusters for AI inference, and Broadcom is projecting the potential to scale to over 1,000,000 XPUs in time. Nick and Kasey also compare Broadcom's approach to Nvidia's GPUs used in AI training, highlighting their growth as leaders in the AI market segment by combining chip and hardware design with a software stack. The video explores the differentiation between Broadcom and Nvidia, especially focusing on the difference between the AI training market dominated by Nvidia, and the emerging AI inference market that Broadcom's efforts are taking on. Stay tuned with our next video on some of Broadcom’s recent moves in software as it shuffles around its massive acquisition of VMware, as well as an earnings update on Aehr Test Systems. 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor 🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8 Other vids to check out: https://youtu.be/b40bhVqRAZc https://youtu.be/CIajcfBXPBc https://youtu.be/iw5zO3zpWYE https://youtu.be/323_B8Pt6N0 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Introduction to Broadcom's XPU Clusters and AI Infrastructure 01:15 Deep Dive into Broadcom's Semiconductor Segment 03:32 Exploring Broadcom's Custom Silicon and AI Infrastructure 06:34 Understanding Power Consumption and Total Cost of Ownership 07:33 The Future of Data Centers: AI Training vs. AI Inference 13:44 Broadcom's Revenue and Market Strategy 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 #broadcom #GPU #XPU #genai #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 Nvidia

Nvidia's new Blackwell GPU is HUGE, literally! If you’re looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system dominance. 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor 🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8 Other vids to check out: EDA “The Secret AI War,” https://www.youtube.com/watch?v=YnsnMUrnXuI Wafer fab equipment: https://www.youtube.com/watch?v=MrP_1skdkHQ https://forms.gle/u1HLCtcwAXitt45y9 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Chapters: 00:00 Introduction to Megachips: Why It's Not Simple 00:29 Exploring NVIDIA's Blackwell GPU and Cerebras' Monster Chip 01:22 Diving Deep into Chip Manufacturing Challenges 03:53 Advanced Packaging Techniques: Chiplets and Heterogeneous Integration 10:25 Cerebras' Wafer Scale Engine: A Game Changer? 12:13 The Five Major Challenges of Megachip Manufacturing 16:41 Economic Constraints and the Future of Chip Manufacturing 18:44 Investment Opportunities in the Semiconductor Industry Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Cadence Design Systems, AMD, and Synopsys

In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its excesses. Nick and Kasey emphasize the importance of moderating investor behavior to avoid extreme market sentiment swings – in both directions – and highlight the booming AI trend that may have taken some investors by surprise. Specifically, we explore Oracle's growth and strategic positioning, thanks to its partnership with NVIDIA, in cloud computing and AI infrastructure services. Oracle's successful use of NVIDIA technology in enhancing its cloud services and infrastructure is showcased, along with a detailed discussion on Oracle's financial performance and future prospects in related markets like sovereign AI and quantum computing development. Finally, we discuss one of our keys to smart investing for the long-term. Access to all of our show notes and slides can be found on the Ko-Fi Shop, or via a subscription to our Discord server. And stay tuned later this week for more about semiconductor manufacturing, including part of Nvidia’s breakthrough with the new Blackwell GPU accelerated computing platform. 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Chapters: 00:00 Defending FOMO: A Surprising Perspective 00:30 NVIDIA and Beyond 04:43 Oracle's AI Ambitions Through NVIDIA's Lens 10:34 Exploring Sovereign AI and Quantum Computing with Oracle and NVIDIA 16:36 Investing Wisdom: Patience, Quality, and the Long Game Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia

Nvidia (NVDA) has been all the rage, but at Chip Stock Investor we’ve been perfectly content to watch Snowflake (SNOW) stock from the sidelines – albeit with an active commentary – since the hot IPO of 2020. Instead, we rode the wave passively via Salesforce’s and Berkshire Hathaway’s participation in the Snowflake offering. But now that Snowflake stock has been beaten up again, Chip Stock Investor is getting interested. In this video, Nick and Kasey give a high-level rundown of the business, the recent issues that hit the stock price, the current valuation, and when Nvidia’s AI infrastructure boom might trickle down to the data software platform. And related to this video, also see our video on software and the “infinitely scalable business model” from last year: https://youtu.be/gMd8vsGoBq8 Stay tuned for four more deep dives into businesses in the coming weeks: Oracle, Broadcom, PureStorage, and DigitalOcean. Other material to watch/read: Infinite Scalability: https://youtu.be/gMd8vsGoBq8 Timeline of Nick's Coverage of Snowflake: https://www.fool.com/investing/2020/09/18/valuation-matters-for-snowflake-investors-as-it-al/ https://www.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/ https://www.fool.com/investing/2022/10/18/can-we-call-snowflake-stock-cheap-yet/ https://www.fool.com/investing/2023/04/27/is-snowflake-stock-really-a-buy-with-so-many-compe/ https://www.fool.com/investing/2023/06/30/snowflake-and-nvidia-partner-up-on-ai-but-theres-a/ https://www.fool.com/investing/2023/08/24/snowflake-stock-isnt-getting-a-bump-from-nvidia-ai/ https://www.fool.com/investing/2024/01/14/is-snowflake-stock-a-top-buy-for-ai-in-2024/ 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Chapters: 00:19 Upcoming NVIDIA GTC & Potential Acquisition Rumors 01:55 The World of Cloud Software 04:27 Snowflake's Journey: From IPO to Today 12:07 The Competitive Landscape: Snowflake vs. Databricks 20:51 Snowflake's Future Prospects and Valuation 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 #nvidiagtc #snowflake #snow #semiconductorstocks #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

Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing. Chip Stock Investors Nick and Kasey are here to break down all the pieces that make up a Blackwell “GPU,” and explain how the largely overlooked acquisition of Mellanox (announced in 2019) paved the way for Nvidia’s dominance today. Access to all of our show notes and slides can be found on the Ko-Fi Shop, or via a subscription to our Discord server. And stay tuned later this week for more about semiconductor manufacturing, potential Nvidia competitors, and why not all “FOMO” is bad. 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Chapters: 00:00 Welcome to Chip Stock Investor: NVIDIA GTC Coverage 00:41 Exploring NVIDIA's Evolution and the Blackwell Platform 03:24 Deep Dive into NVIDIA's Blackwell GPU Architecture 04:06 Understanding the Components of NVIDIA's AI Data Centers 07:14 The Future of Data Center Connectivity and NVIDIA's Role 09:27 NVIDIA's Accelerated Computing Achievements and Product Lineup 12:11 NVIDIA's Market Leadership and Investment Insights 13:01 Upcoming Coverage: Cutting Through the Noise in Semiconductors and AI Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia

There’s a secret AI war brewing. In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its capabilities in semiconductor design and AI inference – especially the recently announced purchase of Altium – are of particular interest. We also discuss the broader semiconductor manufacturing scene in Japan, how that shifts the dynamics in future AI training and inference chip demand, and the implications of electronic design automation (EDA) acquisitions for the future of AI technologies. Our video underscores the strategic consolidations in the EDA market, positioning Renesas as a key player in the impending AI inference expansion. Chapters: 00:00 Unveiling the Secret AI War and Japan's Semiconductor Surge 00:22 Deep Dive into Renesas: Japan's Semiconductor IDM 05:56 Renesas' Strategic Moves: Acquisitions and Market Expansion 09:59 The EDA Market Shake-Up: Renesas' Bold Strategy 14:56 AI's Next Frontier: Training, Inference, and the EDA Connection 21:24 Renesas' Acquisition Spree 24:05 Wrapping Up: Japan's Semiconductor Renaissance Videos referenced: Nick's discussion of Japan's dominance last year: https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4 Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f On Wolfspeed: https://www.fool.com/investing/2023/07/13/wolfspeed-lands-renewable-energy-chip-deals-but-ar/ https://youtu.be/GMWSKEKWibY Synopsys to Acquire Ansys: https://www.youtube.com/watch?v=GLuq-CR5pd4 Cadence: https://www.youtube.com/watch?v=NJse8YwVRVU Keysight Technologies: https://www.fool.com/investing/2024/01/30/with-the-synopsys-mega-merger-on-the-horizon-does/ 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #tokyoelectron #japan #japansemiconductors #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 and Cadence Design Systems

We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven’t done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY). Japan is emerging as a top winner from the chip manufacturing race, so it’s time that Tokyo Electron gets some attention. For our investor friends in Japan, you are likely already very familiar with one of the country’s largest companies. As AI hype continues, this business is only gaining in importance. Let’s get the rest of the world up to speed, shall we? Tokyo Electron has been a wonderful investment, and there is a path to further gains. Nick and Kasey delve into the company’s history, its critical position as a supplier of semiconductor manufacturing equipment, and the stellar financial performance. They also discuss their current holdings in chip equipment, and their current view on Tokyo Electron stock after a massive rally in the last year. Videos referenced: Nick's discussion of Japan's dominance last year: https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4 Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f Lam Research – https://youtu.be/WYvho6DgPEg, https://youtu.be/1WYtJnXpOC4 Aehr Test Systems – https://youtu.be/GdD1SJrazhQ, https://youtu.be/7eKIEqKOd3E Axcelis Technologies – https://youtu.be/w-fZrhmDU3o Applied Materials and ASML – https://youtu.be/nZs_6AzN6u8, https://youtu.be/uDWP0_aW1Hc 👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider – upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers🔥🔥🔥 If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com Chapters: 00:00 Exploring Japan's Rising Dominance in the Global Chip Supply Chain 00:34 Introduction to Tokyo Electron: The Unsung Hero of Semiconductor Manufacturing 01:02 The Strategic Importance of Japan in the Semiconductor Industry 04:36 Tokyo Electron's Journey to the Top of the Semiconductor Equipment Market 09:05 Understanding Tokyo Electron's Role and Expertise in Chip Manufacturing 15:51 Financial Insights: Tokyo Electron's Performance and Future Prospects 19:49 Valuation and Investment Perspectives on Tokyo Electron 24:08 Concluding Thoughts and Future Outlook for Tokyo Electron and Japan's Semiconductor Industry 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. #tokyoelectron #japan #japansemiconductors #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, Applied Materials, KLA Corp and Lam Research.

In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales. But to start, we share our thoughts on books we've read in the last year, and their relevance to investing in the "AI era." Those books may not be what you think. Instead of investing books, we instead prefer to read about how the world operates and how things work. In particular, The Creative Act: A Way of Being by Rick Rubin was a favorite from 2023, and has far-reaching implications as generative AI and data commoditization (especially in the media industry) challenge what it means to be a human being. We also discuss shifts towards the potential of new media platforms and digital content distribution, emphasizing content creator partnerships over traditional media models. 00:00 Introduction 01:08 Investment Books and Personal Reading Habits 03:05 Discussion on the Creative Act and the Digital Economy 04:13 The Impact of Technology on Traditional Media Companies 06:10 Investment Strategies and Portfolio Updates 08:38 Current Reading List 11:50 Stocks Sold, Held, and Bought: Portfolio Moves 21:25 Final Thoughts 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! 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. #rickrubin #ai #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 lots of cos mentioned in the video!

Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies’ semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024. Nick and Kasey go on to highlight  Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a huge stock repurchase plan that cannot be ignored! Don’t forget our live Q&A session for members of the channel on Discord on March 12, 2024! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Chapters: 00:00 Introduction and Upcoming Events 01:20 Broadcom's Q1 Fiscal 2024 Performance 03:01 Broadcom's Segment Analysis and Future Outlook 05:41 Marvell's Q4 Fiscal 2024 Performance 06:15 Marvell's Segment Analysis and Future Outlook 08:41 Comparing Marvell and Broadcom's Performance 11:35 Investment Analysis of Broadcom and Marvell Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Broadcom and Marvell Technology

Are top cybersecurity Stocks CrowdStrike and Palo Alto Networks at War? In this episode, Chip Stock Investors Nick and Kasey discuss the recent war of words in the cybersecurity industry, particularly involving Palo Alto Networks (PANW) vs CrowdStrike (CRWD). We highlight the bold statements made by CrowdStrike's CEO, George Kurtz, and the company's unique position as a single platform, single agent cloud software provider in cybersecurity. However, it’s also important to understand the competition and room for growth in the industry overall. Stated another way, CrowdStrike and Palo Alto Networks may not be the head-to-head competitors the investment community pits them as. Chip Stock Investor uses its recently released Cybersecurity Industry Flow to explain. At the end of the day, CrowdStrike's financial performance and operating leverage were real standouts in this last quarter. Nick and Kasey emphasize the importance of focusing on company operations and long-term financials when considering investments in cybersecurity stocks like this one. Stay tuned for a big update from Broadcom (AVGO) at the end of this week! Chapters: 00:00 Introduction and Overview 00:22 Welcome and Announcement of Upcoming Events 01:30 Cybersecurity Industry Dynamics 03:00 Deep Dive into CrowdStrike's Earnings Call 05:05 Understanding the Cybersecurity Industry Landscape 06:08 The Real Focus for Investors 11:35 CrowdStrike's Financial Performance 15:46 CrowdStrike's Strategic Acquisitions and Future Prospects 18:35 Is CrowdStrike Stock a Buy? 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #crowdstrike #cybersecurity #paloaltonetworks #zscaler #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 and Palo Alto Networks

Want to know what just might be the top explosive growth stock to buy for 2024? The lithium market got blasted in 2023 due to supply chain issues, geopolitical economic battles between the U.S. and China, slowing (but not declining) demand for electric vehicles, and more. But could the market be at a bottom and mounting a recovery? Arcadium Lithium thinks things are looking up. The company, which was formed out of the merger between Livent and Allkem, looks like it’s in good shape. The stock rallied on recent comments from management, and has adequate cash to meet its expansion plans over the next two years. In this episode of Chip Stock Investor, Nick and Kasey discuss the dynamic situation taking place in the lithium mining and refining industry, and parse through Arcadium’s recent comments and quarterly financials to get clues on whether it’s time to buy the stock. They also talk about valuation, and what they plan to do with their holding in Arcadium Lithium this year. 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Chapters: 00:00 Introduction to Lithium and Arcadium 01:26 Understanding the Lithium Market 02:55 The Role of Arcadium in the Lithium Market 03:07 The Merger of Allkem and Livent to Form Arcadium 04:07 The Challenges of Lithium Mining 06:37 The Financial Performance of Arcadium 12:48 The Outlook for 2024 in the Lithium Market 16:32 Investing in Arcadium Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Arcadium Lithium

Small cap stock investing can be hard. But so far in 2024, a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them. In this episode, Chip Stock Investors Nick and Kasey delve into the business models for these small companies, and explain why they own one, and why they’re content to watch the other from the sidelines. They also explain if they’re buying more of these soaring small cap stocks right now, and their general philosophy when investing in small cap stocks. Stay tuned later this week for an update on Arcadium Lithium (ALTM, formerly Livent and Allkem), and top cybersecurity names CrowdStrike, Zscaler, and chip giant Broadcom! Chapters: 00:00 Introduction and Overview 01:04 Understanding Small Cap Companies 02:31 Deep Dive into Skywater Technology 05:39 Skywater Technology's Financials 08:25 Skywater Technology's Future Prospects 12:48 Exploring ACM Research 14:00 ACM Research's Business Model 22:08 ACM Research's Financials 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! 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. #acmresearch #skywater #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 Skywater Technology

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies in this fast-growing industry make money? In this video, Chip Stock Investor does a deep dive into its new Cybersecurity Industry Flow chart, designed to help investors get a better understanding of this critical software service in a new era of cloud computing and AI. Cybersecurity stocks have been great long-term investments, but the top companies can be tricky to understand. Nick and Kasey discuss cybersecurity software from a high level view, and provide visuals to aid in understanding how data infrastructure works and how it gets protected by various security hardware and services. You can find our accompanying Cybersecurity Industry Flow show notes on our Ko-Fi Shop, as well as our Semiconductor Industry Flow in our shop as well. And get this and all of our content via a YouTube or Ko-Fi membership, which also includes access to our Discord channel, for just $5 a month! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #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 Rossolillo are long Palo Alto Networks (PANW), Fortinet (FTNT), CrowdStrike (CRWD), Arista Networks (ANET), Visa (V), Mastercard (MA), Broadcom (AVGO), Dynatrace (DT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Cloudflare (NET), and Vanguard Information Technology ETF (VGT).

In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO) and Onto Innovation (ONTO). Silicon Motion was the object of a merger with MaxLinear (MXL), before MXL walked away last year. And we think that’s a good thing. Silicon Motion designs memory controllers for devices like PCs, smartphones, and autos. Despite facing notable competition, the company's high performance chips give it a competitive advantage, and they predict a new growth cycle is starting in 2024. Onto Innovation, which falls in the semiconductor wafer manufacturing equipment space, is a smaller player in the metrology space. It competes with industry giants like Applied Materials (AMAT) and KLA Corp (KLAC). But after its revenue decline in 2023, we are starting to see positive upward momentum that has been driving the stock higher. The company's innovative product portfolio, strong cash position, and potential for future acquisitions appear promising. Stay tuned for our cybersecurity video and manual on the industry later this week! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at YouTube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Silicon Motion and Onto Innovation.

Cybersecurity giant Palo Alto Networks (PANW) stock took a nosedive, but why? In this video, Chip Stock Investors Nick and Kasey break down the company's earnings report, the industry trend of 'platformization,' and whether this is a buying opportunity or a sign of deeper trouble. We also address investor concerns over share dilution. Get ready for: –Analyzing PANW’s financial position, shifting strategies, and what it means for investors. –The big picture on where cybersecurity industry trends are heading and how it impacts Palo Alto Networks. –The “platformization” play – is this Palo Alto Networks' path to future dominance, or a risky gamble? –Chip Stock Investor’s take on the valuation after the update In this video, we also reveal our Cybersecurity Industry Flow Chart, which will help investors navigate all of the different types of software security out there. Coming soon is a Cybersecurity Industry 2024 manual and video. Make sure you're subbed to the channel! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Palo Alto Networks

Nvidia knocked it out of the park once more on its recent earnings update, and could be signaling another massive increase in revenue and profitability in calendar year 2024. Is the stock a buy? In this episode, Chip Stock Investors Nick and Kasey break down some key points from the latest Nvidia update, and reveal how they’re handling the stock in their portfolio right now. Stay tuned for more, on Friday Chip Stock Investor will be looking at Palo Alto Networks (PANW) and will reveal their Cybersecurity Industry Flow chart! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #nvidia #gpu #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

We have looked over Axcelis Technologies (ACLS) stock multiple times over the past six to nine months, but have never pulled the trigger on buying this small cap stock. But what about now, after a big selloff in recent months as the EV market and other industrial semiconductor demand has fallen? In this episode of Chip Stock Investor, Nick and Kasey take a deeper look into this company centered in a choke point in the semiconductor fab equipment industry. Axcelis focuses primarily on an important step in the process called ion implantation. This niche within the chip manufacturing process is an essential part of producing semiconductors, including for new power chips made of silicon carbide SiC. Will Chip Stock Investor finally be adding this stock to its investment portfolio? 00:00 Introduction and Market Overview 00:27 Deep Dive into Axcelis Technologies 01:47 Introduction to Ion Implantation 03:19 Understanding the Ion Implantation Process 05:10 Axcelis Technologies' Market Position 08:11 Future Prospects and Challenges for Axcelis Technologies 13:20 Financial Analysis and Projections 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #axcelis #ionimplantation #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In this video, Chip Stock Investor discusses the earnings of two of their top favorites in the industry: Lattice Semiconductor (LSCC) and Applied Materials (AMAT). Lattice’s recent report was admittedly not great, but not unexpected with the current state of industrial and automotive markets – including electric vehicles (EVs). Year over year though, the company reported some progress, awesome profit margins, and a squeaky clean balance sheet. Pair that with a solid product lineup and a new large OEM in the headset market (Apple’s (AAPL) Vision Pro), Lattice still has our vote of confidence for the long term. Applied Materials is a dominant player in the wafer fab equipment space, and for good reason. Even though growth has been flat, they are well positioned for ongoing growth in the high-end data center and accelerated computing market (AI). Even though ASML gets all the attention and hype, don’t forget what an important player AMAT is! Nick Rossolillo and Kasey Rossolillo will be back next week with more stock coverage. Check out the new Discord membership for more discussion on stocks in general, and get access to our show notes on the Ko-Fi shop. And stay tuned for our upcoming Cybersecurity Industry Manual for 2024!!! Here is the link to the great work from ifixit in chip identification: https://www.ifixit.com/Guide/Apple+Vision+Pro+Chip+ID/169813 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Applied Materials and Lattice Semiconductor

Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics). They talk about Cadence’s impressive performance in 2023, which has steadily propelled the “top AI stock” to new heights. Cadence Design Systems has had a successful organic developer of new tech, and its collaborations (such as with Nvidia), and its impact on AI and accelerated computing systems, has put it in position for excellent growth prospects going forward. Its hardware division is also a good indicator of the overall semiconductor market, acting as a proxy for more good times to come. Watch this video to learn more about Cadence Design Systems, and how Chip Stock Investor is handling this investment in their own portfolio. Chapters 00:00 Introduction and Overview of Cadence Design Systems 01:54 Review of Cadence Design Systems' Recent Performance 04:41 Understanding Cadence's Business Model and Growth Strategy 09:00 The Role of AI in Cadence Design Systems' Future 13:45 Analyzing Cadence's Valuation and Future Prospects 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #cadence #eda #chip patents #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Cadence Design Systems and Synopsys

In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for data centers and internet infrastructure – the highways and freeways that data travels on. Arista Networks' stock has doubled in the past year. AI has lent a big helping hand, and its market share continues to grow at the expense of Cisco. Despite a predicted slowdown in growth in 2024, the company continues to show strong performance, and high profit margins. There is also a growing amount of cash on the balance sheet, and with no share repurchases last quarter, could Arista be planning something big? Stay tuned later this week for updates on Cadence Design Systems (CDNS), Albemarle (ALB), and Lattice Semiconductor (LSCC)! Our show notes are available on our Ko-Fi shop, and consider joining our membership for more perks accessed via Discord. 00:05 Introduction to Arista Networks 01:12 Understanding Arista Networks' Business Model 02:27 Arista Networks' 2023 Performance Review 03:46 Arista Networks' Key Partnerships and Customers 04:36 Arista Networks' Business Evolution and Differentiators 07:04 Arista Networks' 2024 Outlook 10:00 Speculations on Arista Networks' Future Moves 12:59 Investment Considerations for Arista Networks 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #arista #data #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Arista Networks

Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a significant decrease in revenue and free cash flow in recent quarters. The transition from NEM 2.0 to NEM 3.0 in California seems to have had an outsized impact on the solar inverter and battery energy storage business, as has a higher interest rate environment. However, there are some positives. Enphase management thinks early 2024 could be the bottom for this downturn. It’s also making a solid go expanding into new markets, and is undershipping solar inverter supply to its customers to manage inventory. Does this next-gen energy stock favorite meet the Chip Stock Investor criteria for the portfolio? Nick and Kasey discuss what’s going on, and when they might be interested in buying again. Chapters: 00:00 Introduction to Enphase Energy 01:01 Understanding Enphase's Market Position 02:59 Enphase's Financial Highlights 03:44 Impact of the Pandemic on Enphase 04:56 Enphase's Q1 2024 Outlook 06:00 Enphase's Expansion into European Markets 08:25 Enphase's Manufacturing Consolidation 09:15 Analyst Expectations and Stock Valuation 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #enphase #solarenergy #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI market, a domain currently “dominated” by Broadcom (AVGO) and Marvell (MRVL). There’s far more to the story, though. They break down the definitions and types of semiconductors out there, including general purpose chips (merchant silicon) and Application Specific Integrated Circuits (ASICs) and the use cases, especially for generative AI. They also explore NVIDIA's existing ASIC business, and consider whether its activities pose a real threat to Broadcom and Marvell, and whether the reported figures quoted by the media are entirely accurate when discussing the market share that Broadcom and Marvell actually have in ASIC development. Stay tuned for our Enphase (ENPH) and solar energy episode later this week, as well as quarterly updates from some of our favorite cos including Arista Networks (ANET), Lattice Semiconductor (LSCC), and Cadence Design Systems (CDNS)! 00:00 Introduction and NVIDIA's Move into ASICs 00:41 Understanding ASICs and Merchant Silicon 02:47 The Role of ASICs in Cloud Computing and AI 05:27 NVIDIA's Existing ASIC Business 08:01 Broadcom and Marvell's ASIC Market Dominance 10:51 The Misconception of Replacing NVIDIA 12:42 The Collaborative and Competitive Nature of the Market 13:13 The Importance of IP in the Semiconductor Industry 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Broadcom and Marvell Technology

Another wild week, with some notable chip stocks rocketing higher! But base material and energy, including suppliers to the semiconductor industry, isn’t so hot. In this episode, Chip Stock Investors Nick and Kasey discuss the diverging paths chip patent licensor Arm Holdings (ARM) and natural gas, hydrogen, and industrial gas supplier Air Products and Chemicals (APD) took after their respective earnings reports. They also talk about if they’re buying either stock, and if not, when they might. Both of these companies are foundational to the semiconductor and electronics industry. Enjoy learning how the world works via these two critical businesses, and how they plan to grow over the next five to 10 years! 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Air Products and Chemicals