Sep 10, 2026 · not_requested
Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)
- Duration seconds
- 1192
Podcast
Chip Stock Investor Podcast
- Author
- Nicholas Rossolillo; Kasey Rossolillo
- Feed episode count
- 488
- Official site
- https://chipstockinvestor.com/
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
Sep 10, 2026 · not_requested
Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?
- Duration seconds
- 1686
Sep 10, 2026 · not_requested
Why Oscar Health's 'Great Quarter' Isn't What It Looks Like
- Duration seconds
- 683
Sep 2, 2026 · not_requested
Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)
- Duration seconds
- 868
Sep 1, 2026 · not_requested
Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026)
- Duration seconds
- 963
Aug 27, 2026 · not_requested
AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)
- Duration seconds
- 1532
Aug 25, 2026 · not_requested
ENVX Stock: CEO Quits Days After Q2 Earnings Miss
- Duration seconds
- 774
Aug 25, 2026 · not_requested
Why We're NOT Buying Fastly (Even at 22% Growth)
- Duration seconds
- 715
Aug 20, 2026 · not_requested
What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo
- Duration seconds
- 909
Aug 18, 2026 · not_requested
The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview
- Duration seconds
- 556
Aug 17, 2026 · not_requested
SMCI: Everyone's Bullish Again — The Numbers Say Otherwise
- Duration seconds
- 502
Aug 17, 2026 · not_requested
Applied Materials (AMAT): Record Quarter, China Recovery & the Selloff Explained
- Duration seconds
- 770
Aug 14, 2026 · not_requested
DigitalOcean Sold Off After Earnings — Buy the Dip?
- Duration seconds
- 490
Aug 12, 2026 · not_requested
The Healthcare Bubble No One's Talking About (with Dr. Bradley Gibson)
- Duration seconds
- 2183
Aug 10, 2026 · not_requested
SanDisk (SNDK) Crashed 40% — Buy the Dip or Falling Knife?
- Duration seconds
- 840
Aug 9, 2026 · not_requested
Palantir Q2 2026: What's Really Driving 149% Growth
- Duration seconds
- 471
Aug 7, 2026 · not_requested
Rocket Lab's 8 Billion Dollar Bid for Iridium
- Duration seconds
- 1282
Aug 6, 2026 · not_requested
Alphabet Earnings: The Conglomerate Discount Explained
- Duration seconds
- 799
Aug 3, 2026 · not_requested
$900B in AI CapEx, $1.5T Coming in 2027 — Is the Semiconductor Cycle Still Intact?
- Duration seconds
- 917
Aug 2, 2026 · not_requested
Seagate (STX): HDDs Roar Back on AI Storage Demand
- Duration seconds
- 704
Jul 31, 2026 · not_requested
ServiceNow (NOW): Down 60%, But Now a Cybersecurity Player
- Duration seconds
- 978
Jul 30, 2026 · not_requested
Honeywell Technologies (HON): Buy After the Breakup?
- Duration seconds
- 946
Jul 28, 2026 · not_requested
Intuitive Surgical (ISRG) Stock Down 40%: Buy the Dip?
- Duration seconds
- 1044
Jul 24, 2026 · not_requested
Mycronic Raises Guidance: Why We're Still on the Sidelines
- Duration seconds
- 781
Jul 23, 2026 · not_requested
Netflix Stock: Is the Q2 Sell-Off a Buying Opportunity?
- Duration seconds
- 678
Jun 30, 2026 · not_requested
Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?
- Duration seconds
- 1036
Jun 27, 2026 · not_requested
AppLovin Stock: Is It Time to Buy the Dip?
- Duration seconds
- 777
Jun 25, 2026 · not_requested
AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments
- Duration seconds
- 895
Jun 24, 2026 · not_requested
SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing
- Duration seconds
- 1914
Jun 19, 2026 · not_requested
Micron Passed 4 of 5 — Here's the One That Didn't
- Duration seconds
- 348
Jun 18, 2026 · not_requested
NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data
- Duration seconds
- 595
Jun 16, 2026 · not_requested
Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey
- Duration seconds
- 728
Jun 12, 2026 · not_requested
Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework
- Duration seconds
- 1299
Jun 11, 2026 · not_requested
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes
- Duration seconds
- 1055
Jun 9, 2026 · not_requested
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
- Duration seconds
- 686
Jun 9, 2026 · not_requested
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
- Duration seconds
- 699
Jun 4, 2026 · not_requested
OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors
- Duration seconds
- 672
Jun 2, 2026 · not_requested
The Dead Stocks That Are Quietly Beating AI
- Duration seconds
- 566
May 29, 2026 · not_requested
Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of
- Duration seconds
- 944
May 26, 2026 · not_requested
Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)
- Duration seconds
- 881
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
May 20, 2026 · not_requested
Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)
- Duration seconds
- 853
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
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
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
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
May 8, 2026 · not_requested
First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?
- Duration seconds
- 907
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
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
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
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
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
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
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
Apr 21, 2026 · not_requested
ASML's Guidance Is Up. So Is the Risk.
- Duration seconds
- 500