# Chip Stock Investor Podcast

Page: https://stenobird.com/podcast/chip-stock-investor-podcast-6441813
Text version: https://stenobird.com/podcast/chip-stock-investor-podcast-6441813.md
RSS feed: https://anchor.fm/s/e2cacf78/podcast/rss
Official site: https://chipstockinvestor.com/
Author: Nicholas Rossolillo; Kasey Rossolillo
Episodes: 455

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813
Markdown: https://stenobird.com/podcast/chip-stock-investor-podcast-6441813.md

## Episodes
- [Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-s-100-billion-backlog-are-take-or-pay-agreements-changing-the-memory-cycle) — 2026-06-30T15:41:18+00:00
- [AppLovin Stock: Is It Time to Buy the Dip?](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/applovin-stock-is-it-time-to-buy-the-dip) — 2026-06-27T07:29:59+00:00
- [AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/ai-data-center-supply-chains-indium-phosphide-a-look-at-oxford-instruments) — 2026-06-25T14:00:00+00:00
- [SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing) — 2026-06-24T12:49:10+00:00
- [Micron Passed 4 of 5 — Here's the One That Didn't](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-passed-4-of-5-here-s-the-one-that-didn-t) — 2026-06-19T14:00:01+00:00
- [NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/nextpower-nxt-stock-analysis-solar-tracking-expansion-and-valuation-data) — 2026-06-18T14:00:01+00:00
- [Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/figma-q1-earnings-revenue-soars-46-stock-still-pricey) — 2026-06-16T14:19:01+00:00
- [Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/cyclical-vs-non-cyclical-stocks-explained-the-csi-investment-framework) — 2026-06-12T15:02:18+00:00
- [Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/why-flex-ltd-just-surged-80-and-what-happens-when-the-spinoff-closes) — 2026-06-11T14:37:16+00:00
- [Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/coherent-cohr-nvidia-s-2b-bet-on-optical-networking-s-moment) — 2026-06-09T14:00:01+00:00
- [Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/broadcom-q2-fy2026-why-a-blowout-report-still-sent-the-stock-down-10) — 2026-06-09T07:59:34+00:00
- [OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors) — 2026-06-04T14:00:01+00:00
- [The Dead Stocks That Are Quietly Beating AI](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/the-dead-stocks-that-are-quietly-beating-ai) — 2026-06-02T14:00:01+00:00
- [Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/wafer-fab-equipment-m-a-moves-the-lab-7-you-ve-never-heard-of) — 2026-05-29T14:00:01+00:00
- [Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/amphenol-deep-dive-ai-data-center-bottleneck-commscope-drag-is-aph-actually-cheap-q1-2026) — 2026-05-26T14:00:01+00:00
- [Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/nvidia-q1-fy2027-49-billion-in-free-cash-flow-the-cpu-supplier-claim-that-changes-everything-and-whether-nvda-is-actually-cheap) — 2026-05-21T17:38:56+00:00
- [Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/hospitals-are-using-yeti-coolers-for-heart-transplants-transmedics-just-built-something-better-tmdx-q1-2026) — 2026-05-20T14:00:01+00:00
- [$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/750-billion-in-ai-capex-who-eats-first-the-hyperscaler-hierarchy-neo-cloud-risk-and-enterprise-saas-under-pressure) — 2026-05-15T15:00:01+00:00
- [Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/faraj-aalaei-on-why-ai-will-let-anyone-design-a-chip-and-what-happens-when-the-semiconductor-industry-finally-catches-up) — 2026-05-14T15:00:01+00:00
- [Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/lumentum-90-revenue-growth-a-2-billion-nvidia-investment-triple-digits-coming-and-the-dilution-story-nobody-is-covering) — 2026-05-13T14:00:01+00:00
- [AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/amd-vs-intel-data-center-market-share-in-2026-plus-lattice-semiconductor-is-quietly-back-at-record-revenues) — 2026-05-09T14:00:01+00:00
- [First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/first-solar-the-cheapest-semiconductor-stock-nobody-is-watching-value-opportunity-or-value-trap) — 2026-05-08T02:00:01+00:00
- [Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/prediction-markets-are-going-mainstream-wall-street-is-already-in-and-robinhood-vs-interactive-brokers-is-the-trade) — 2026-05-07T14:00:00+00:00
- [Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/seagate-eps-up-115-and-a-record-decade-in-free-cash-flow-but-is-the-structural-shift-actually-real) — 2026-05-05T14:30:19+00:00
- [Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/advantest-controls-70-of-ai-chip-testing-up-450-in-a-year-and-whether-the-valuation-still-makes-sense) — 2026-05-01T13:00:01+00:00
- [We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/we-called-ge-vernova-two-years-ago-here-is-what-the-thesis-looks-like-now-and-whether-to-keep-holding) — 2026-04-30T13:00:00+00:00
- [LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/lrcx-earnings-record-revenue-6-6b-guidance-and-the-memory-supercycle-driving-lam-research-s-best-quarter-ever) — 2026-04-23T16:06:46+00:00
- [Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/why-amazon-just-spent-12-billion-on-a-money-losing-satellite-company-and-the-supply-chain-stock-that-benefits-most) — 2026-04-23T13:00:01+00:00
- [Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/aehr-test-systems-aehr-we-called-the-60m-stock-raise-here-s-what-investors-need-to-know-now) — 2026-04-22T16:40:54+00:00
- [ASML's Guidance Is Up. So Is the Risk.](https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/asml-s-guidance-is-up-so-is-the-risk) — 2026-04-21T13:00:00+00:00

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