Shares of Microchip held up quite well considering its revenue and profitability is in all out decline. Excess inventory of industrial and automotive chips have struck the market, and leaders like Microchip are in for a nasty downturn. Other worries like China’s ramping up of semiconductor manufacturing also pose risks. In this video, Chip Stock Investors dig into Microchip’s earnings, and especially the outlook for the important industrial and automotive (including EV) markets. They also talk valuation, and if they’re still adding to Microchip stock at this top. Bonus at the start of the video: Cloud computing companies could be gearing up for higher growth to kick off 2024! Stay tuned for more software and cybersecurity coverage in the next month. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website: https://chipstockinvestor.com/microchip/ 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. #microchip #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 Microchip

It was a busy week, and big tech certainly delivered the tune Wall Street was hoping to hear. Growth is back, and with it, massive increases to profitability. Amazon and Meta were showing off in grand style, and Meta announced its first-ever dividend. Meanwhile, Qualcomm’s revenue recovery is still taking hold, but earnings are ratcheting higher anyways. The automotive segment in particular bucked the industry trend as automakers can’t seem to get enough of Qualcomm’s chips powering new vehicle technology trends. Chip Stock Investors Nick and Kasey discuss these three companies in todays episode, and why they remain optimistic on their growth prospects in 2024. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website for more Qualcomm videos: https://chipstockinvestor.com/qualcomm/ We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #qualcomm #amazon #meta #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, Meta and Amazon

In this episode of Chip Stock Investor, Nick and Kasey discuss the much anticipated Q4 2023 earnings for AMD. AMD has been talking plenty about its foray into AI, competing in the same ring as Nvidia. But as we have said before, it's hard to play catch up to the leader. That doesn’t necessarily make us bearish on AMD, however. On the contrary, the focus conveyed in the most recent earnings call and the financial numbers indicate that AMD has a solid growth strategy in the years ahead. Our analysis covers key areas like AMD's merger with Xilinx, the potential for profit margin expansion, and the high-growth AI market and the continued competition with NVIDIA and Intel. But Chip Stock Investor’s primary focus is on AMD's profit margins in 2024, and trends in the PC and laptop sales segment. We conclude with our view on AMD's stock valuation. Stay tuned and make sure you are subbed to receive updates on Amazon, Qualcomm, and Microchip in the coming vids! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website for content on AMD and more!: https://chipstockinvestor.com/amd/ 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

The lithium market has been in total disarray, and spot prices for the key ingredient in EV batteries have continued to fall in 2024. Top stocks like Albemarle and Arcadium Lithium (formerly Livent and Allkem) have been dragged down along with those market prices. To that end, Albemarle recently provided some general updates indicating actions it has taken to protect its long-term viability. Chip Stock Investor expects similar for Arcadium as well when they report earnings later in February. Nick and Kasey provide a couple key details to keep in mind for these lithium companies, and whether this is the end of the road for them. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! 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. #lithium #albemarle #arcadiumlithium #livent #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 and Albemarle

For Intel, the company is still very much in “prove-it” mode, and it’s going to take years for the overhaul to take hold. In the meantime, some steady progress was made.But over in semiconductor manufacturing equipment land, Intel’s overhaul is benefiting companies like Lam Research and KLA. Chip Stock Investors Nick and Kasey discuss why they like these businesses the most for betting on an Intel recovery, and which of the “Fab 5” stocks they like most right now. Stay tuned later this week for more updates, including on the lithium market. And remember that our show notes and industry manuals are available on our Discord channel (via YouTube or Ko-Fi membership), or available for purchase a-la-carte on our Ko-Fi shop! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! 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. #intel #lamresearch #klacorp #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 KLA & Lam Research

ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It’s been an endurance race for shareholders, but the critical semiconductor manufacturing equipment provider is putting up great growth numbers and setting new financial records. And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started. Is it too late to buy ASML stock after the recent rally? How expensive is the stock really? Or are investors better off buying now and waiting out the next five to seven years? Chip Stock Investors Nick and Kasey discuss these topics and more about this top chip manufacturing stock. Check out all our ASML videos here: https://chipstockinvestor.com/asml/ Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #ASML #lithography #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of ASML and Applied Materials

In this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others still in decline. Nick Rossolillo reviews Taiwan Semiconductor Manufacturing (TSM), which seems to be indicating that the chip downturn is in the rearview mirror for PCs, laptops, and smartphones. However, he also discusses Texas Instruments (TXN), who just released earnings with not as rosy of a report. What do these earnings mean for the semiconductor industry, and what can investors look forward to in 2024? Nick also discusses Chip Stock Investor's take on Marvell Technology (MRVL), which has gotten caught up in renewed AI buzz in recent weeks. Has anything changed for the stock? Later this week, stay tuned for updates on top chip manufacturing equipment companies ASML and Lam Research (LRCX)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website: chipstockinvestor.com Watch or read next: https://youtu.be/WYvho6DgPEg 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 Marvell Technology, ASML, and Lam Research

According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micron and the other top memory chipmakers aren’t our favorite stocks right now. Instead, we’re looking at Lam Research (LRCX), a top semiconductor wafer fab equipment and service provider. Nick and Kasey discuss the powerful business model, some new tech trends like chiplets and backside power delivery that could help Lam increase its addressable market, and the stock’s current valuation. Stay tuned next week for more updates after Lam and other chip companies begin reporting earnings! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! 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

It’s official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the largest technology merger and acquisition deals ever. The rationale for the tie-up? Bringing AI and advanced software-powered applications to the world. In this episode of Chip Stock Investor, Nick and Kasey discuss details of the deal, why Synopsys and Ansys together makes sense, but particular risks investors need to be aware of in the coming years. They also compare Synopsys with their other semiconductor design software investment Cadence Design Systems (CDNS), and how they’re handling these two stocks right now. Stay tuned for updates on Lam Research (LRCX), how to think about big tech using your work in AI training, and our Cybersecurity Industry Flow Chart! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! 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. #ansys #synopsys #eda #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

Join Chip Stock Investor host Nick as he welcomes Derek Hanson, Vice President of Solutions Architecture and Standards at cybersecurity company Yubico. In this episode, Nick asks Derek talk about the role that hardware plays in the world of cybersecurity. They also discuss the global impact of cybercrime, estimated to cost the world economy around $10 trillion annually -- and rising! Derek explains the critical role that secure credentials play in protecting against data breaches, how Yubico's YubiKey operates as a safeguard for phishing-resistant authentication (and what phishing is in the first place), and how new cybersecurity for front-line workers is like a digital passport that protects online identity. Nick and Derek explore the differences between hardware and software in cyber security, and stress the importance of adapting to evolving threats with robust solutions like passwordless authentication. Stay tuned later this month for Chip Stock Investors "Cybersecurity Stocks 2024" manual! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! 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 #yubikey #yubico #cybercrime #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, we delve into a discussion of some semiconductor players that we get asked about the most, including Arm Holding (ARM), Super Micro Computer (SMCI), Axcelis Technologies (ACLS), and ACM Research (ACMR). The discussion revolves around their recent stock price performances, future outlook, company profiles and business structures, and how they fit into the larger semiconductor industry. Particularly, we talk about Arm Holding's valuation, their projected growth, and investment into AI server design startup Ampere Computing. Then, we touch on the expected performances of Axcelis and ACM Research before their earnings reports, especially after some disappointing guidance from the automotive industry and key suppliers to it. And finally, we discuss Super Micro Computer's role in the industry, why we aren’t investing (but why that doesn’t mean we dislike the company), and thoughts on Hewlett Packard Enterprise's (HPE) acquisition of Juniper Networks (JNPR) that could possibly benefit SMCI in 2024. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #armholding #axcelis #acmresearch #supermicro #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Aehr Test Systems stock has been hit hard once again. The automotive and EV chip market is dealing with excess inventory, due to a slowdown in growth as consumers deal with higher interest rates. In this video, Chip Stock Investor discusses what happened with automotive and EV chips, how small ripples in market conditions can have a big impact on upstream companies like Aehr, and how long the current downturn could last. They also talk about how they’re currently handling Aehr stock right now. Stay tuned for our next video on Lam Research, Arm Holding, and Super Micro Computer! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #aehrtestsytems #siliconcarbide #electricvehicles #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems

What are the best semiconductor stocks for automotive technology and self-driving cars in 2024? Chip Stock Investors Nick and Kasey give an earnings preview for top companies like Onsemi (ON), Microchip (MCHP), and STMicroelectronics STM), especially important after Mobileye (MBLY) gave a poor outlook for the year due to excess inventory. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #onsemi #Microchip #STmicro #nxp #monolithicpower #allegromicrosysystems #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of On Semi & Microchip

Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Qualcomm chip demand, new PC chips that include on-device AI, and why profit margins could soar for Qualcomm. Also available is accompanying research notes for this Qualcomm deep dive over on our Ko-Fi channel! 👉👉👉https://ko-fi.com/s/442fe67903 Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch previous Qualcomm episodes at👉 https://chipstockinvestor.com/qualcomm/ We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #qualcomm #5g #wireless #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Qualcomm

At Chip Stock Investor, we favor small portfolio changes and gradual moves into and out of stocks. But we did sell some positions in 2023. In this video, Nick and Kasey discuss what they sold – and what stocks were on the chopping block at one point, but they still hold for 2024. With each stock, they extract an investing lesson learned (or relearned) after investing through the bear market of the last two years. Next up later this week, we’ll cover why we still like Qualcomm (QCOM) and Arcadium Lithium (ALTM, formerly Livent and Allkem)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Watch next: https://youtu.be/DGRk-lYlnjU https://youtu.be/RiKEDDCG9nI https://youtu.be/ohGTGXNUV1w If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of DIS, PYPL, SQ, SHOP, PINS, WIX, & DOCN.

In this video, Chip Stock Investors Nick and Kasey discuss their favorite non-semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Watch or read next: https://youtu.be/tjcqWWEYE5M https://youtu.be/8yX3zKbpijI Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU 👉👉👉👉Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Amazon #Salesforce #Airbnb #servicenow #BookingHoldings #OnRunning #Crocs #Livent #Shift4Payments #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Amazon, Salesforce, AirBnB, ServiceNow, On Holding, Crocs, and Livent, & Shift4 Payments.

Chip Stock Investors Nick and Kasey discuss their favorite semiconductor stocks they’re investing new money into for 2024! If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A On Semi: https://youtu.be/GdD1SJrazhQ Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #qualcomm #latticesemiconductor #microchip #onsemiconductor #nvda #nvdia #purestorage #tsmc #tsm #soxx #smh #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems, QCOM, LSCC, MCHP, ON, NVDA, PSTG.

In this video, Chip Stock Investor reviews three popular small cap chip stocks, Aehr Test Systems (AEHR), indie Semiconductor (INDI), and ACM Research (ACMR). Nick and Kasey begin with Aehr Test Systems, where they correct previous statements about Tesla’s requirements for its silicon carbide chips. Moving on to indie Semiconductor, they discuss the company's aggressive expansion, share dilution, complex shareholder structure, and lack of profitability (at least presently) -- serious business model concerns the market seems to be giving a pass on. Finally, ACM Research's reliance on China for revenue, as well as some complications related to its business structure, and profits that may not be as good as they seem. Nevertheless, ACM Research has been making a solid go of things thus far, at least keeping Chip Stock Investor’s interest in occasional coverage for now. Perhaps that will change in 2024. Later this week, stay tuned for Chip Stock Investor’s favorite semiconductor stocks to kick off 2024! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch or read next: Aehr: https://youtu.be/GdD1SJrazhQ, https://youtu.be/pdMDSmjIRKk, https://youtu.be/UsxrfhVPiEE More info on SiC and burn-in: https://youtu.be/GMWSKEKWibY?si=OghLHCPwwJ_7sEOJ Indie: https://youtu.be/rbC8zd3Iijg ACM Research: https://youtu.be/F3BYHH6HGq4 Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #aehr #indiesemiconductor #acmresearch #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems.

Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware. CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024. Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom’s shake-up, as well as a refresher on why top pure-plays in the industry Palo Alto Networks (PANW) and Fortinet (FTNT) are slowing. They also reveal their top cybersecurity stock they like for the start of 2024, and why. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch or read next: Marvell: https://youtu.be/uvU67bMh35A Semi Industry Flow Video: https://youtu.be/DGRk-lYlnjU Semi Industry Manual: https://ko-fi.com/s/90c74a988a We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #cybersecurity #paloaltonetworks #broadcom #vmware #crowdstrike #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Palo Alto Networks, Fortinet, Broadcom, & Crowdstrike

This educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different companies make money. Chip Stock Investors Nick and Kasey discuss topics using their Semiconductor Industry Flow Chart, and provide insight to understanding how various semiconductor companies have competitive advantages that could make them great long-term investments. The video also covers a brief explainer on the engineering, manufacturing, and infrastructure layer of the digital economy, semiconductors’ importance within the global economy overall, and their role in shaping the emerging bull market. Chip Stock Investor’s goal is to provide viewers with a thorough understanding of these building blocks of the modern world. Check out the accompanying notes and charts in the link below for a guide to follow along in your understanding of the Semiconductor Industry Flow Chart. We are excited and very proud of the effort we put in to this and sincerely hope you enjoy it! This comprehensive document explores the inner workings of the semiconductor industry, revealing how companies operate and generate revenue. This also features concise profiles of major players. Discover hidden trends, growth opportunities, and valuable industry data within our comprehensive Flow 2024 report. Take a sneak peek at the detailed Table of Contents. 😉 Download your copy today and unlock the secrets of the semiconductor industry! https://ko-fi.com/s/90c74a988a Make sure you check out our new website and subscribe to the mailing list: www.chipstockinvestor.com If you feel like leaving us a tip you can do so by joining our channel as a YouTube member, "Say Thanks" button on YouTube or at: https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of a lot of the companies we talked about in this video.

Micron Technology (MU) provided an update to its current quarter’s financial guidance, indicating that growth in the PC and smartphone market is making a comeback after over a year of a terrible downturn. Micron’s expected rise in sales could bode well for this large part of the chip industry. However, Micron is still operating deep in the red, and the stock price rally this year is pricing in much of the 2024 expected recovery. Chip Stock Investor discusses one memory chip stock they like even better than Micron right now: Silicon Motion Technology (SIMO), a leader in flash memory controllers that recently had a falling out with its merger with MaxLinear (MXL). In this video, Nick and Kasey discuss investing in SiliconMotion, risks they expect could undermine the company’s future returns, but why they like it better than Micron stock right now. See below for more on our coverage of Micron, SiliconMotion, and what happened to its terminated merger with MaxLinear. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Watch Next: https://youtu.be/lWp3muH5XaQ https://youtu.be/c2XPlli4HHU https://youtu.be/gCkBstemmow History of SiliconMotion and MaxLinear Merger: https://youtu.be/xj5o4xcJnJE https://youtu.be/9NldGG5dGuI We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Micron #SiliconMotion #memorychips #dram #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron and SiliconMotion.

Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined company is a juggernaut in computing infrastructure and software, and a unique stock. The new Broadcom is almost a fifty-fifty split between semiconductors and cloud and enterprise software. But is Broadcom stock really a buy now that it owns VMware? Chip Stock Investor breaks down the financials, and explains how Broadcom’s sprawling chip and cloud software business is organized and managed. Nick and Kasey also discuss an important valuation metric using enterprise value and free cash flow, and what Broadcom’s key priority will be in the next couple years. Additionally, they explain why Broadcom stock may not be the value it was a year ago when they were buying it last. And finally, they take a look at the implications of Broadcom’s high level of debt. Over two years ago, Nick called out similarities between Intel (INTC) and IBM of the 2010s, and early in 2023 discussed mounting headwinds for Texas Instruments (TXN). Now, he’s calling out a potential issue that Broadcom investors should be mindful of. Is Broadcom becoming the next General Electric (GE)? That may be a premature call, but investors interested in or invested in Broadcom should be aware of new risks after the VMware purchase. Don’t miss this important episode of Chip Stock Investor! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor What to watch/read next: Neutron Jack: https://www.npr.org/2022/06/01/1101505691/short-term-profits-and-long-term-consequences-did-jack-welch-break-capitalism https://youtu.be/FOInB7SkFQE https://youtu.be/iN0QVpn4h2E https://youtu.be/gMd8vsGoBq8 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 #vmware #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Broadcom.

Nvidia blew away expectations again in Q3 as AI sales to a new breed of data centers continues at a breakneck pace. Additionally, Nvidia seems to be also enjoying the start of a robust recovery for the PC market, as peers AMD and Intel also reported recently. Chip Stock Investors Nick and Kasey revamp their valuation with assumptions for the rest of this year, and an early look at what 2024 could hold for Nvidia. They then give their thoughts on whether Nvidia stock is a buy, and how most investors may want to approach a stock like this one. At the end of the episode, a brief recap of Broadcom’s valuation now that the VMware acquisition is being completed is also given. Stay tuned for more on that topic! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor What to watch/read next: 03:06 https://www.fool.com/investing/2023/11/03/overlooked-reason-nvidia-profits-could-soar-nvda/ https://youtu.be/RnuwCrPmyEIhttps://youtu.be/GdD1SJrazhQ 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 #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia.

It was a dramatic weekend in the high tech world. OpenAI fired its co-founder and CEO, Sam Altman, and the subsequent uprising has many scratching their heads over the generative AI app creator. Altman is now at Microsoft. Chip Stock Investor has a hunch and a few ideas as to why Microsoft may want Altman to stay in-house, and surprise(!), it may have to do with semiconductors! Reuters also threw a wrench into a seemingly decent Applied Materials (AMAT) quarterly earnings late last week. The report claims that AMAT sold “hundreds of millions of dollars” worth of machines that were under the U.S. export ban to China. If you have been reading the 10-Q filings, though, you would know that this has been disclosed in each quarterly report since August 2022. But this does beg the question: Will this investigation stop at Applied Materials? Or will it also affect companies like ASML and others in the “Fab Five” that sell semiconductor manufacturing equipment? Also, India has been pushing hard to bring semiconductor manufacturing to the country. News from Tata Group! Stay tuned to Chip Stock Investor for an Nvidia (NVDA) quarterly update later in the week! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #appliedmaterials #openai #samaltman #chatgpt #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Applied Materials and Nvidia.

Nvidia recently announced its newest GPU-powered system for AI training and inference, the H200. This will be the first using HBM3e (an updated version of third-generation high-bandwidth memory) integrated with Nvidia’s Hopper GPU chip architecture to deliver more data for AI training and inference.  Nvidia’s CEO Jensen Huang is clearly aware of coming competition, as he’s always been in the past, but the stakes have never been higher. AMD and Intel have AI chips of their own. AMD in particular has been investing in accompanying software (the ROCm ecosystem) to “catch up” to Nvidia. But is this even possible? And more importantly, is playing “catch up” even the best way to measure progress for investors in AMD and Intel? Chip Stock Investors Nick and Kasey discuss two general things that need to happen to unseat a technological leader. After that, they invert the argument for AMD and Intel and provide some simple metrics shareholders in the two companies can use in the year ahead as the AI race heats up. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Read Next: https://www.fool.com/investing/2023/11/03/overlooked-reason-nvidia-profits-could-soar-nvda/ https://www.fool.com/investing/2023/11/12/amd-has-a-new-hit-ai-chip-on-its-hands-but-is-the/ https://www.fool.com/investing/2023/05/25/cloudflare-stock-higher-ai-news-is-it-buy/) 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 #lithium #electricvehicles #evs #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia and AMD.

In this video, we will discuss Tesla's recent move into lithium refining and what it means for the company, and the electric vehicle industry as a whole. Tesla is investing in lithium refining with the new facility being built in Texas, in order to reduce its reliance on external suppliers and lower the cost of its electric vehicles. This is a smart move, as lithium is a key component of EV batteries and a significant cost of the electric vehicle. Tesla's move into lithium refining could put pressure on its competitors, who will need to find ways to reduce their own costs in order to compete. This could lead to an even deeper price war in the EV industry, which would be good for consumers, and one in which Tesla is most capable of winning. Livent, another lithium company, is merging with Allkem, to form the company Arcadium. The deal is expected to close by the end of 2023. The merger with Allkem would further vertically integrate the company and make it more competitive in the lithium production space as well. However, Livent stock has taken a beating, with the cost of raw lithium tumbling in the last several months. However, lithium refining is a lucrative business, and Livent seems to have that “license to print money” that Elon Musk was talking about. What are our long term thoughts on each of these companies, and the lithium market overall? Check out this episode to find out! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #tesla #lithium #electricvehicles #evs #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Tesla and Livent

It’s been a rough earnings season for many stocks, and “next-gen” energy and fuel companies have been no exception. Leader in hydrogen and liquid natural gas Air Products and Chemicals (APD) continues its big spending spree on infrastructure for future growth, as has Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B). In the lithium market, Albemarle (ALB) once again adjusted its 2023 expectations as well. It’s been a particularly turbulent year for this sensitive and cyclical proxy stock for electric vehicle growth. What’s going on? Chip Stock Investors Nick and Kasey delve into some of the current challenges for these companies, including some accounting effects, that could dramatically ease in 2024. They also unpack why big expenses on infrastructure don’t phase them as much as they do for chip manufacturing company Texas Instruments (TXN) as they discuss the importance of industry dynamics and business model when building a portfolio. All this and more in this latest episode of Chip Stock Investor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #apple #m3 #qualcomm #snapdragonxelite #snapdragon #x86 #intel #amd #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Albemarle, Livent and Berkshire Hathaway, B Shares.

Qualcomm is a mobile chipmaker and designer that has been trying to break into the laptop market for years. Apple has been a major player in laptops and made significant headway with the introduction of the M-series chip in 2020. Just recently, Qualcomm announced the Snapdragon X Elite laptop chips. The Snapdragon X Elite is based on Arm architecture and will give x86 chip makers Intel and AMD, and maybe even Apple (?) a run for their money. It remains to be seen whether Qualcomm will be successful in its attempt to enter the laptop market. However, the Snapdragon X Elite platform is a significant improvement over Qualcomm's previous efforts, and it could give Qualcomm a competitive edge. Meanwhile, Apple just front-ran Qualcomm with the quick announcement and availability of MacBooks powered by the M3 chips. The competition between these two companies could lead to more innovation in the laptop market, as both try to develop the best possible products as far as power-to-performance goes. Which stock is a better buy in this important area of the semiconductor race? Chip Stock Investor breaks it down in this episode, along with a brief history of the x86 vs. Arm laptop chip battle in recent decades. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #apple #m3 #qualcomm #snapdragonxelite #snapdragon #x86 #intel #amd #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Apple and Qualcomm.

Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily. The company’s earnings call shed some light on the business strategy going forward that has stopped us from hitting the “sell” button. We will discuss why in this episode of Chip Stock Investor, and whether we’re buying more or not of this top cybersecurity stock. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #fortinet #cybersecurity #paloaltonetworks #secops #sase #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Fortinet and Palo Alto Networks.

Many stocks, especially large- and mega-caps, have performed incredibly well in 2023. It would seem the bear market is a distant memory. But that’s not the case for everyone. Many companies, especially smaller ones, are still down significantly from highs, and catching a fresh wave of pessimism from investors in recent weeks. Chip Stock Investor takes a break from semiconductors in this video to discuss what a bear market is, what causes them, and when new bull markets begin. They also discuss some of the backdrop that has caused so much investor pain going on year three, and the composition of some of their “core portfolio holdings” that they plan on holding indefinitely. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #software #softwarestocks #bearmarket #bullmarket #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

The end of October served up a nasty shock to some semiconductor stock investors. As interest rates rise and electric vehicles (EVs) become less affordable to finance, some demand is weakening and throttling growth prospects. Onsemi (ON) confirmed as much in its Q3 2023 earnings update, sending its shares (and those of Aehr Test Systems (AEHR), which derives most of its revenue from Onsemi) down by some 20% in a day. The market wasn’t much happier with Lattice Semiconductor (LSCC), which also counts industrial and automotive markets as top customers. It had another strong showing in Q3, but it's outlook is also cloudy. The stock has crashed from all-time highs in recent weeks. Chip Stock Investors Nick and Kasey discuss these three top stocks, and whether the drop is a buying opportunity. Besides a general market overview, they also provide a fair value estimate using a discounted cash flow model, and how they’re handling their own small positions in Onsemi, Aehr Test Systems, and Lattice Semiconductor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #software #newoil #softwarestocks ##semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Investors often talk about the beauty of software businesses being “infinitely scalable,” and why software stocks have greater potential than the “new oil” semiconductor industry. However, past results suggest something very different. The so-called commodity semiconductor industry is greatly outperforming software. Why? Is software really infinitely scalable? And are chips really the new oil? Chip Stock Investors Nick and Kasey discuss this effect, the importance of understanding how industries are structured, and the business model of the best stocks to focus for the decade ahead. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #software #newoil #softwarestocks ##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 review another stellar quarter from EDA (electronic design automation) software company Cadence Design Systems (CDNS). Some headlines have suggested the company is suffering from a weak semiconductor industry, but nothing could be further from the truth. Cadence and its EDA peers benefit from increased R&D as chip and computing system designs get more complex. Now Cadence is betting on a similar dynamic playing out among big pharmaceutical and biotech companies. Cadence is in the early stages of making its OpenEye Scientific acquisition (over the summer of 2022) a giant in computing power for drug discovery, development, and optimization. Similar trends in chip and AI could help propel this new market for Cadence higher as well. Finally, Nick and Kasey discuss valuation, and assumptions the market may have for Cadence stock. There’s no denying shares trade for a very high premium, so they discuss how investors may choose to approach this top chip stock if they don’t already own it. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nick and Kasey Rossolillo own shares of Cadence Design Systems #softwarestocks #cadencedesignsystems #eda #semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Intuitive Surgical (ISRG) is one of our favorite “forever stocks” at Chip Stock Investor, best known for its Da Vinci robotic surgical system. The company's stock has been a strong performer over the long term, but it has recently come under pressure due to the growing popularity of GLP-1 (glucagon-like peptide-1) weight-loss drugs like Ozempic. GLP-1s are also associated with a number of other health benefits, including a reduced risk of diabetes and heart disease. It appears the popularity of Ozempic is already having an impact on Intuitive Surgical's business, and some investors worry GLP-1s could lead to a decline in the number of bariatric and related surgeries over time. However, over the long term, the impact of Ozempic on Intuitive Surgical may not be as important as some fear. Like most things in investing, the impact of a disruptive force like Ozempic on the business world is a complex issue. Nick asks Kasey to weigh in on the matter given her past experience in the operating room. Also check out Chip Stock Investor’s previous “deep dive” into Intuitive Surgical here: https://youtu.be/KNdU1dp9xVU?si=TDKTV-9SXyzzsu_M If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor #intuitivesurgical #ISRG #robotics #robots #surgery #ozempicweightloss #glp1 #novonordisk #semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks 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. Nick and Kasey Rossolillo own shares of Intuitive Surgical.

In this video, we discuss the latest earnings reports from Tesla (TSLA), Lam Research (LRCX), and Taiwan Semi (TSM), and what they mean for a possible end-of-year stock rally. Tesla's Q3 2023 earnings weren’t great, with revenue and deliveries below expectations. The EV price war is hurting, and even Elon Musk said Cybertruck production is going to hurt. However, the company is still on track to produce 1.8 million vehicles in 2023, and is making progress on its 4680 battery cell production and new factories in Berlin and Texas. Did Tesla really “dig its own grave” as Musk quipped? Lam Research is expected to recover in 2024, but profit margins could flatline as the company invests in new chip developments. We think LRCX is a moderate buy, and perhaps a better bet on the memory chip market than Micron, given its profitable, repurchasing stock, and pays a 1.3% a year dividend yield. But investors may need to endure some hurdles. TSM's CEO sees the return to industry growth in Q4 2023, driven by the continued strong ramp of its 3-nanometer technology. However, inventory digestion is expected to continue due to the persistent weaker overall macroeconomic conditions, slow demand recovery in China, and ongoing weakness in PC and smartphone sales. Is it time to buy the world’s largest and most advanced chip manufacturer? Overall, we are cautiously optimistic about the end-of-year stock rally, in spite of surging interest rates. Tesla, Lam Research, and Taiwan Semi are all well-positioned to benefit from the long-term growth of the semiconductor industry. However, investors should be aware of the potential risks, and invest accordingly. Tune in for this important episode of Chip Stock Investor! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! 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 #tesla #lamresearch #tsmc #taiwansemiconductor #aehrtestsystems#semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks 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. Nick and Kasey Rossolillo own shares of Tesla, Lam Research, and Aehr Test Systems.

ASML Holding is notching impressive growth in 2023, but management has now flagged 2024 as a "transition year." Customers still aren't making purchase orders, and it seems the company's most advanced EUV (extreme ultraviolet) lithography systems are experiencing sluggish adoption. Could this put ASML's aggressive financial targets for 2025 at risk? Chip Stock Investors Nick and Kasey discuss the implications of the last quarterly earnings update, how it impacts ASML stock's valuation, and how they're handling their investment in the top chip fab equipment company. Stay tuned later in the week for updates on Taiwan Semiconductor Manufacturing (TSM) and Lam Research (LRCX)! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor #asml #earnings #lithography #duv #euv #nanoimprint#semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks 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. Nick and Kasey Rossolillo own shares of ASML.

ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Japanese conglomerate Canon (CAJPY) is doubling down on competing advanced chipmaking equipment it originally acquired in 2014, and recently announced a new breakthrough it thinks could compete with ASML’s most advanced machines. Canon certainly wants to be more than a PR-driven player in this department, but ASML’s roots are deep in the chip supply chain. In this video, Chip Stock Investors Nick and Kasey discuss aspects of lithography that make ASML special, but how Canon’s nanoimprint lithography (NIL) machines could make some headway in the years to come. They also discuss how they’re handling ASML stock, given its elevated valuation and new risks that could emerge for the business. Chapters: 0:00 The Semiconductor Manufacturing Process 03:11 ASML & Canon In the Semiconductor Manufacturing Process 10:11 Photolithography vs Nano Imprint Lithography 15:59 What Happened to NIL? 17:54 How Can NIL Be Used? 20:09 ASML vs Canon Stock 25:17 Is ASML At Risk? Links for source material: https://global.canon/en/technology/nil-2023.html https://semiengineering.com/what-happened-to-nanoimprint-litho/ https://global.canon/en/news/2023/20231013.html https://www.youtube.com/watch?app=desktop&v=GSuTyOMq1Bg https://www.appliedmaterials.com/us/en/product-library/sculpta.html If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor #asml #Canon #lithography #duv #euv #nanoimprint#semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks 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. Nick and Kasey Rossolillo own shares of ASML.

Aehr Test Systems is a hyper-growth small-cap stock, but its huge run up in the last year has sent the valuation sky-high. Investors are split on the merits of buying now. In light of this, CEO Gayn Erickson dropped some highly useful data regarding the EV industry during the last earnings update. Nick and Kasey discuss what they're doing regarding AEHR stock right now after selling for a tidy profit a few months ago. Chip foundry powerhouse Taiwan Semiconductor Manufacturing (TSM) reported September sales, and it's indicating Q3 2023 earnings could be ugly. Nevertheless, AI and other chip needs should push the company back into growth mode. But when? Chip Stock Investor mulls over reasons TSM could be a buy now, and why some investors might want to hold tight. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor 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.

It’s been a wild couple of months, with plenty of bad news weighing down the stock market: rising interest rates, political discord and dysfunction, renewed calls for a coming recession, and war. But deals can still be found for investors with a long-term mindset, and oftentimes it’s easiest to find deals among common business names -- perhaps ones you already own. In this month’s “shallow dive” of top stocks, Nick and Kasey discuss three stocks they are definitely buying more of, why, and possible risks for each of them. Stay tuned later in the week for an earnings update on Aehr Test Systems (AEHR) and a preview on Taiwan Semiconductor Manufacturing (TSM). If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nick and Kasey Rossolillo own shares of Applied Materials, Salesforce, UiPath, & Crocs.

In the last Chip Stock Investor video, we discussed two cheap small-cap chip stocks we're watching closely in the coming months. This time we're adding small chip manufacturer Tower Semiconductor (TSEM) to that list. Nick and Kasey discuss what has happened since Intel's (INTC) failed acquisition of Tower, why it could be a great value stock right now, and what will move them off the sideline and buy the stock. In keeping with the small-cap stock theme, Chip Stock Investor next discusses The Sphere. The next-gen tech property in Las Vegas recently opened with a U2 concert, and early reviews show this could be the future of entertainment venues. Nevertheless, Nick and Kasey dug up some particular financial risks investors should be aware of with investing in Sphere Entertainment (SPHR), the holding company for The Sphere Las Vegas, and its ties to an older sports and media empire. Follow us for more updates on top investment ideas in the world of semiconductors, computing technology, and business developments that could shape the future! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

Our last episode about ASML and the semiconductor lithography equipment market briefly discussed the photomask business Photronics (PLAB). Lithography is a critical step in semiconductor manufacturing, and it can’t be done without photomasks. That’s where Photronics comes in. It’s a small business with a sharp focus, and it’s profitable. Is it a good long-term buy? Chip Stock Investors Nick and Kasey discuss. Next up is Amkor (AMKR), an OSAT, or outsourced semiconductor assembly and test company. They package and test semiconductors and computing systems for leading companies such as Taiwan Semiconductor. There has been a steep drop in stock price recently. Why did this happen and is it cheap enough for us to add to our portfolio? All of this and more in this “value stock” edition of Chip Stock Investor! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of ASML

In our last video, we discussed the importance of ASML and the geopolitical risks (U.S. versus China) the company faces in the semiconductor landscape right now. ASML is a VERY important company in the industry, but is it the most important? ASML does rely on other company collaborators in order to provide the world with the most leading edge chips. Photomasks are an integral part of the manufacturing process. What is a photomask? What companies provide this equipment? And how can you invest in this part of the semiconductor equipment manufacturing sub-industry? All this discussed by Nick and Kasey in this episode of Chip Stock Investor! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of ASML

ASML, the world's leading semiconductor lithography machine maker, faces serious geopolitical risks. Things could get even more complicated in 2024. In this video, Nick and Kasey discuss the biggest risk of all: new restrictions on the export of immersion DUV equipment to China, which could join the list of already restricted EUV equipment. These export restrictions, which will go into effect on January 1, 2024, could have a major impact on ASML's business. China is a key market for the company, and the new restrictions could make it difficult for ASML to sell its workhorse products to Chinese customers. It will need to file for an export license with the Dutch government. In this video, Nick and Kasey delve into the geopolitical factors behind these risks for ASML. They also discuss how ASML is responding, and what it means for investors in the company. We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of ASML

In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting energy play. Indeed, Apple (AAPL) comprises nearly half of Warren Buffet's stock portfolio. However, Buffett's investment conglomerate has enjoyed ongoing growth, in part, driven by it’s subsidiary energy businesses -- including measured bets on renewables like natural gas and hydrogen. Albemarle has been our favorite pick in lithium mining and with their proposal to Liontown Resources, could become even more of a Lithium giant. Why has the stock taken such a beating? Will the lithium market improve, and what bearing do commodity prices have on Albemarle? Enphase is a leading provider of microinverters, which are devices that convert solar energy into electricity usable in the home. It's been expanding into more of a platform, with energy storage batteries, EV chargers, and solar system management software now available. We recently made a small purchase of Enphase stock in August. Since then, shares have continued to drop. Why? And what is the future growth opportunity for Enphase? If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of BRK.B, Albemarle, and Enphase

It’s Chip Stock Investor’s 1-year anniversary on YouTube, and we’re celebrating by breaking down how semiconductor stocks have done -- and not just in 2023. Since 2010, chip stocks have been among the absolute best total return investments around, even surpassing performance of software-focused ETFs. Nick reveals one ETF that provided a more than 10x return, beating most popular funds. Nick and Kasey then discuss their best and worst picks from the last year, and give a preview of what’s to come for the final months of 2023 and into 2024. With the tech industry heating up again, semiconductor stocks could once again be some of the absolute best investments for the new bull market. Stock Card Portfolio Link: https://stockcard.io/portfoliostore/ChipStockInvestorPortfolio If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of Nvidia, Broadcom, Qualcomm, Albemarle, & Microchip.

GlobalFoundries (GFS) just opened their new $4 billion expansion facility in Singapore to address future semiconductor demand. The company has weathered the chip downturn in the recent year and is hoping for a rebound. What does this news update tell us about the financial state of GlobalFoundries? Semiconductor manufacturing equipment company Onto Innovation (ONTO) had some updates of their own in the past weeks. They said that they completed an order of over $100 million for its Dragonfly G3 equipment, far more than previously reported, with more orders forthcoming that should last into the second half of 2024. Does this make this small-cap stock a buy? And Chip Stock Investor makes its first review of ACM Research (ACMR), which is expected to have one of the highest percentage growth rates in the chip world over the next 3 to 5 years. What does the company make? Who are its customers in China, and who are the competitors? And is this seemingly cheap stock a buy now? All this hashed out on the latest episode of Chip Stock Investor. Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of Onto Innovation.

Warren Buffet’s tech stock pick of HP (HPQ) seemed like it was a good play on the consumer tech market when we all were buying PC’s and printers while working from home in 2020 and 2021. The party looked like it may never end with workers fighting to keep the work-from-home hoorah alive. Fast forward to 2023 and many workers are back in office, at least part-time, and we are all spending a whole lot less on electronics. What would have been the better buy? Enter HPE, Hewlett Packard Enterprise. We take a look at how this server company has been, and could continue, to be the better play for the long term. Also, Oracle’s Larry Ellison said this week that Berkshire Hathaway Energy is transitioning more work to Oracle Cloud, illustrating the long runway of growth still ahead for the industry. And speaking of the cloud, Pure Storage provides data storage for businesses. But unlike the old hard disk drives of old, this company provides all-flash array systems that are faster, smaller, and more durable. How does Pure Store out-play the competition? All in this episode of Chip Stock Investor! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of PureStorage.

Salesforce, ServiceNow, and UiPath are cloud-based software service providers that help businesses get more efficient. Each has had bumps in the road during the bear market last year, but are things starting to turn around for the better? Salesforce has right sized its expenses and is focused on profitable growth and share buybacks. It is using AI to help customers get the most out of their customer data. ServiceNow has remained a strong business performer, but the stock price dipped last year anyways. Recently, ServiceNow has said it will use Nvidia's AI and traing software, and in turn Nvidia will use ServiceNow to supercharge their research and design work. UiPath recently announced a shuffle in the C-Suite, with Co-Founder and Co-CEO Daniel Dines moving to the role of Chief Innovation officer. Google Cloud's former President is now at the helm. The company is focused on using AI to help businesses automate processes and get more profitable. Chip Stock Investor explains how this year's explosion in AI chip sales could eventually trickle down to better results for these three and other software companies in 2024. Nick and Kasey also discuss how they would go about purchasing shares of Salesforce, ServiceNow, and UiPath in this software stock edition of Chip Stock Investor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of Salesforce & UiPath.