Podcast

Chip Stock Investor Podcast

Author: Nicholas Rossolillo; Kasey Rossolillo
Feed episode count: 455
Official site: https://chipstockinvestor.com/
RSS: https://anchor.fm/s/e2cacf78/podcast/rss
JSON: /v1/public/podcasts/chip-stock-investor-podcast-6441813
Markdown: /podcast/chip-stock-investor-podcast-6441813.md

Summary

Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.

Episodes

Jun 30, 2026 · not_requested

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

Duration seconds: 1036
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Microns-100-Billion-Backlog-Are-Take-or-Pay-Agreements-Changing-the-Memory-Cycle-e3lfnnr

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Jun 27, 2026 · not_requested

AppLovin Stock: Is It Time to Buy the Dip?

Duration seconds: 777
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AppLovin-Stock-Is-It-Time-to-Buy-the-Dip-e3lbbbk

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Jun 25, 2026 · not_requested

AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments

Duration seconds: 895
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AI-Data-Center-Supply-Chains--Indium-Phosphide-A-Look-at-Oxford-Instruments-e3l881n

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Jun 24, 2026 · not_requested

SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

Duration seconds: 1914
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/SpaceX-IPO--Orbital-Data-Centers--Investing-in-Quantum-Computing--CSI-with-Simon-Erickson-of-7investing-e3l7fde

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Jun 19, 2026 · not_requested

Micron Passed 4 of 5 — Here's the One That Didn't

Duration seconds: 348
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Micron-Passed-4-of-5--Heres-the-One-That-Didnt-e3l0pr6

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Jun 18, 2026 · not_requested

NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data

Duration seconds: 595
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/NextPower-NXT-Stock-Analysis-Solar-Tracking-Expansion-and-Valuation-Data-e3kv39o

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Jun 16, 2026 · not_requested

Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey

Duration seconds: 728
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Figma-Q1-Earnings-Revenue-Soars-46--Stock-Still-Pricey-e3ks6gd

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Jun 12, 2026 · not_requested

Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework

Duration seconds: 1299
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Cyclical-vs--Non-Cyclical-Stocks-Explained-The-CSI-Investment-Framework-e3kn039

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Jun 11, 2026 · not_requested

Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes

Duration seconds: 1055
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Why-Flex-Ltd--Just-Surged-80--And-What-Happens-When-the-Spinoff-Closes-e3kld5c

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Jun 9, 2026 · not_requested

Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment

Duration seconds: 686
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Coherent-COHR-NVIDIAs-2B-Bet-on-Optical-Networkings-Moment-e3khmei

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Jun 9, 2026 · not_requested

Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%

Duration seconds: 699
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Broadcom-Q2-FY2026-Why-a-Blowout-Report-Still-Sent-the-Stock-Down-10-e3khlkq

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Jun 4, 2026 · not_requested

OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors

Duration seconds: 672
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/OUST-Q1-2026-49-Growth--Color-LiDAR-Could-Reshape-Physical-AI-Sensors-e3kavmj

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Jun 2, 2026 · not_requested

The Dead Stocks That Are Quietly Beating AI

Duration seconds: 566
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Dead-Stocks-That-Are-Quietly-Beating-AI-e3k7sei

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May 29, 2026 · not_requested

Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of

Duration seconds: 944
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Wafer-Fab-Equipment--MA-Moves--The-Lab-7-Youve-Never-Heard-Of-e3k23qo

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May 26, 2026 · not_requested

Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)

Duration seconds: 881
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Amphenol-Deep-Dive-AI-Data-Center-Bottleneck--CommScope-Drag--Is-APH-Actually-Cheap--Q1-2026-e3jtcdo

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May 21, 2026 · not_requested

Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap

Duration seconds: 769
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Nvidia-Q1-FY2027-49-Billion-in-Free-Cash-Flow--the-CPU-Supplier-Claim-That-Changes-Everything--and-Whether-NVDA-Is-Actually-Cheap-e3jn66s

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May 20, 2026 · not_requested

Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)

Duration seconds: 853
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Hospitals-Are-Using-YETI-Coolers-for-Heart-Transplants--TransMedics-Just-Built-Something-Better-TMDX-Q1-2026-e3jl26i

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May 15, 2026 · not_requested

$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure

Duration seconds: 1121
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/750-Billion-in-AI-CapEx-Who-Eats-First--The-Hyperscaler-Hierarchy--Neo-Cloud-Risk--and-Enterprise-SaaS-Under-Pressure-e3jdbum

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May 14, 2026 · not_requested

Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up

Duration seconds: 2795
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Faraj-Aalaei-on-Why-AI-Will-Let-Anyone-Design-a-Chip--and-What-Happens-When-the-Semiconductor-Industry-Finally-Catches-Up-e3jbmlh

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May 13, 2026 · not_requested

Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering

Duration seconds: 601
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Lumentum-90-Revenue-Growth--a-2-Billion-Nvidia-Investment--Triple-Digits-Coming--and-the-Dilution-Story-Nobody-Is-Covering-e3ja9fi

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May 9, 2026 · not_requested

AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues

Duration seconds: 536
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AMD-vs--Intel-Data-Center-Market-Share-in-2026--Plus-Lattice-Semiconductor-Is-Quietly-Back-at-Record-Revenues-e3j46k7

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May 8, 2026 · not_requested

First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?

Duration seconds: 907
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/First-Solar-The-Cheapest-Semiconductor-Stock-Nobody-Is-Watching--Value-Opportunity-or-Value-Trap-e3j2r42

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May 7, 2026 · not_requested

Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade

Duration seconds: 542
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Prediction-Markets-Are-Going-Mainstream--Wall-Street-Is-Already-In--and-Robinhood-vs--Interactive-Brokers-Is-the-Trade-e3j1fus

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May 5, 2026 · not_requested

Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?

Duration seconds: 836
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Seagate-EPS-Up-115-and-a-Record-Decade-in-Free-Cash-Flow--But-Is-the-Structural-Shift-Actually-Real-e3itsso

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May 1, 2026 · not_requested

Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense

Duration seconds: 618
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Advantest-Controls-70-of-AI-Chip-Testing--Up-450-in-a-Year--and-Whether-the-Valuation-Still-Makes-Sense-e3io491

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Apr 30, 2026 · not_requested

We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.

Duration seconds: 654
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/We-Called-GE-Vernova-Two-Years-Ago--Here-Is-What-the-Thesis-Looks-Like-Now--And-Whether-to-Keep-Holding-e3imd4s

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Apr 23, 2026 · not_requested

LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever

Duration seconds: 580
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/LRCX-Earnings-Record-Revenue--6-6B-Guidance--and-the-Memory-Supercycle-Driving-Lam-Researchs-Best-Quarter-Ever-e3ic0nq

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Apr 23, 2026 · not_requested

Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most

Duration seconds: 964
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Why-Amazon-Just-Spent-12-Billion-on-a-Money-Losing-Satellite-Company--And-the-Supply-Chain-Stock-That-Benefits-Most-e3ibigu

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Apr 22, 2026 · not_requested

Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now

Duration seconds: 454
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Aehr-Test-Systems-AEHR-We-Called-the-60M-Stock-Raise--Heres-What-Investors-Need-to-Know-Now-e3ia1qi

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Apr 21, 2026 · not_requested

ASML's Guidance Is Up. So Is the Risk.

Duration seconds: 500
Source: https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/ASMLs-Guidance-Is-Up--So-Is-the-Risk-e3i7ibd

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