{"podcast":{"title":"Chip Stock Investor Podcast","slug":"chip-stock-investor-podcast-6441813","podcast_index_feed_id":6441813,"rss_url":"https://anchor.fm/s/e2cacf78/podcast/rss","website_url":"https://chipstockinvestor.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37949422/37949422-1745251328337-b57bc485b0f23.jpg","author":"Nicholas Rossolillo; Kasey Rossolillo","episode_count":455,"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.","last_synced_at":"2026-07-01T06:19:34.009916+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813"},"episodes":[{"title":"Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?","slug":"micron-s-100-billion-backlog-are-take-or-pay-agreements-changing-the-memory-cycle","published_at":"2026-06-30T15:41:18+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-s-100-billion-backlog-are-take-or-pay-agreements-changing-the-memory-cycle","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Microns-100-Billion-Backlog-Are-Take-or-Pay-Agreements-Changing-the-Memory-Cycle-e3lfnnr","duration_seconds":1036,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/micron-s-100-billion-backlog-are-take-or-pay-agreements-changing-the-memory-cycle/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-s-100-billion-backlog-are-take-or-pay-agreements-changing-the-memory-cycle.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"AppLovin Stock: Is It Time to Buy the Dip?","slug":"applovin-stock-is-it-time-to-buy-the-dip","published_at":"2026-06-27T07:29:59+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/applovin-stock-is-it-time-to-buy-the-dip","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AppLovin-Stock-Is-It-Time-to-Buy-the-Dip-e3lbbbk","duration_seconds":777,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/applovin-stock-is-it-time-to-buy-the-dip/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/applovin-stock-is-it-time-to-buy-the-dip.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments","slug":"ai-data-center-supply-chains-indium-phosphide-a-look-at-oxford-instruments","published_at":"2026-06-25T14:00:00+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/ai-data-center-supply-chains-indium-phosphide-a-look-at-oxford-instruments","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AI-Data-Center-Supply-Chains--Indium-Phosphide-A-Look-at-Oxford-Instruments-e3l881n","duration_seconds":895,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/ai-data-center-supply-chains-indium-phosphide-a-look-at-oxford-instruments/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/ai-data-center-supply-chains-indium-phosphide-a-look-at-oxford-instruments.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing","slug":"spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing","published_at":"2026-06-24T12:49:10+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/SpaceX-IPO--Orbital-Data-Centers--Investing-in-Quantum-Computing--CSI-with-Simon-Erickson-of-7investing-e3l7fde","duration_seconds":1914,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Micron Passed 4 of 5 — Here's the One That Didn't","slug":"micron-passed-4-of-5-here-s-the-one-that-didn-t","published_at":"2026-06-19T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-passed-4-of-5-here-s-the-one-that-didn-t","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Micron-Passed-4-of-5--Heres-the-One-That-Didnt-e3l0pr6","duration_seconds":348,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/micron-passed-4-of-5-here-s-the-one-that-didn-t/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/micron-passed-4-of-5-here-s-the-one-that-didn-t.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data","slug":"nextpower-nxt-stock-analysis-solar-tracking-expansion-and-valuation-data","published_at":"2026-06-18T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/nextpower-nxt-stock-analysis-solar-tracking-expansion-and-valuation-data","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/NextPower-NXT-Stock-Analysis-Solar-Tracking-Expansion-and-Valuation-Data-e3kv39o","duration_seconds":595,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/nextpower-nxt-stock-analysis-solar-tracking-expansion-and-valuation-data/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/nextpower-nxt-stock-analysis-solar-tracking-expansion-and-valuation-data.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey","slug":"figma-q1-earnings-revenue-soars-46-stock-still-pricey","published_at":"2026-06-16T14:19:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/figma-q1-earnings-revenue-soars-46-stock-still-pricey","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Figma-Q1-Earnings-Revenue-Soars-46--Stock-Still-Pricey-e3ks6gd","duration_seconds":728,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/figma-q1-earnings-revenue-soars-46-stock-still-pricey/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/figma-q1-earnings-revenue-soars-46-stock-still-pricey.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework","slug":"cyclical-vs-non-cyclical-stocks-explained-the-csi-investment-framework","published_at":"2026-06-12T15:02:18+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/cyclical-vs-non-cyclical-stocks-explained-the-csi-investment-framework","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Cyclical-vs--Non-Cyclical-Stocks-Explained-The-CSI-Investment-Framework-e3kn039","duration_seconds":1299,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/cyclical-vs-non-cyclical-stocks-explained-the-csi-investment-framework/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/cyclical-vs-non-cyclical-stocks-explained-the-csi-investment-framework.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes","slug":"why-flex-ltd-just-surged-80-and-what-happens-when-the-spinoff-closes","published_at":"2026-06-11T14:37:16+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/why-flex-ltd-just-surged-80-and-what-happens-when-the-spinoff-closes","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Why-Flex-Ltd--Just-Surged-80--And-What-Happens-When-the-Spinoff-Closes-e3kld5c","duration_seconds":1055,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/why-flex-ltd-just-surged-80-and-what-happens-when-the-spinoff-closes/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/why-flex-ltd-just-surged-80-and-what-happens-when-the-spinoff-closes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment","slug":"coherent-cohr-nvidia-s-2b-bet-on-optical-networking-s-moment","published_at":"2026-06-09T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/coherent-cohr-nvidia-s-2b-bet-on-optical-networking-s-moment","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Coherent-COHR-NVIDIAs-2B-Bet-on-Optical-Networkings-Moment-e3khmei","duration_seconds":686,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/coherent-cohr-nvidia-s-2b-bet-on-optical-networking-s-moment/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/coherent-cohr-nvidia-s-2b-bet-on-optical-networking-s-moment.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%","slug":"broadcom-q2-fy2026-why-a-blowout-report-still-sent-the-stock-down-10","published_at":"2026-06-09T07:59:34+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/broadcom-q2-fy2026-why-a-blowout-report-still-sent-the-stock-down-10","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Broadcom-Q2-FY2026-Why-a-Blowout-Report-Still-Sent-the-Stock-Down-10-e3khlkq","duration_seconds":699,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/broadcom-q2-fy2026-why-a-blowout-report-still-sent-the-stock-down-10/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/broadcom-q2-fy2026-why-a-blowout-report-still-sent-the-stock-down-10.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors","slug":"oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors","published_at":"2026-06-04T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/OUST-Q1-2026-49-Growth--Color-LiDAR-Could-Reshape-Physical-AI-Sensors-e3kavmj","duration_seconds":672,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"The Dead Stocks That Are Quietly Beating AI","slug":"the-dead-stocks-that-are-quietly-beating-ai","published_at":"2026-06-02T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/the-dead-stocks-that-are-quietly-beating-ai","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Dead-Stocks-That-Are-Quietly-Beating-AI-e3k7sei","duration_seconds":566,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/the-dead-stocks-that-are-quietly-beating-ai/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/the-dead-stocks-that-are-quietly-beating-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of","slug":"wafer-fab-equipment-m-a-moves-the-lab-7-you-ve-never-heard-of","published_at":"2026-05-29T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/wafer-fab-equipment-m-a-moves-the-lab-7-you-ve-never-heard-of","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Wafer-Fab-Equipment--MA-Moves--The-Lab-7-Youve-Never-Heard-Of-e3k23qo","duration_seconds":944,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/wafer-fab-equipment-m-a-moves-the-lab-7-you-ve-never-heard-of/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/wafer-fab-equipment-m-a-moves-the-lab-7-you-ve-never-heard-of.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)","slug":"amphenol-deep-dive-ai-data-center-bottleneck-commscope-drag-is-aph-actually-cheap-q1-2026","published_at":"2026-05-26T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/amphenol-deep-dive-ai-data-center-bottleneck-commscope-drag-is-aph-actually-cheap-q1-2026","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Amphenol-Deep-Dive-AI-Data-Center-Bottleneck--CommScope-Drag--Is-APH-Actually-Cheap--Q1-2026-e3jtcdo","duration_seconds":881,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/amphenol-deep-dive-ai-data-center-bottleneck-commscope-drag-is-aph-actually-cheap-q1-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/amphenol-deep-dive-ai-data-center-bottleneck-commscope-drag-is-aph-actually-cheap-q1-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap","slug":"nvidia-q1-fy2027-49-billion-in-free-cash-flow-the-cpu-supplier-claim-that-changes-everything-and-whether-nvda-is-actually-cheap","published_at":"2026-05-21T17:38:56+00:00","page_url":"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","url":"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","duration_seconds":769,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/nvidia-q1-fy2027-49-billion-in-free-cash-flow-the-cpu-supplier-claim-that-changes-everything-and-whether-nvda-is-actually-cheap/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)","slug":"hospitals-are-using-yeti-coolers-for-heart-transplants-transmedics-just-built-something-better-tmdx-q1-2026","published_at":"2026-05-20T14:00:01+00:00","page_url":"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","url":"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","duration_seconds":853,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/hospitals-are-using-yeti-coolers-for-heart-transplants-transmedics-just-built-something-better-tmdx-q1-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure","slug":"750-billion-in-ai-capex-who-eats-first-the-hyperscaler-hierarchy-neo-cloud-risk-and-enterprise-saas-under-pressure","published_at":"2026-05-15T15:00:01+00:00","page_url":"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","url":"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","duration_seconds":1121,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/750-billion-in-ai-capex-who-eats-first-the-hyperscaler-hierarchy-neo-cloud-risk-and-enterprise-saas-under-pressure/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up","slug":"faraj-aalaei-on-why-ai-will-let-anyone-design-a-chip-and-what-happens-when-the-semiconductor-industry-finally-catches-up","published_at":"2026-05-14T15:00:01+00:00","page_url":"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","url":"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","duration_seconds":2795,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/faraj-aalaei-on-why-ai-will-let-anyone-design-a-chip-and-what-happens-when-the-semiconductor-industry-finally-catches-up/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering","slug":"lumentum-90-revenue-growth-a-2-billion-nvidia-investment-triple-digits-coming-and-the-dilution-story-nobody-is-covering","published_at":"2026-05-13T14:00:01+00:00","page_url":"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","url":"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","duration_seconds":601,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/lumentum-90-revenue-growth-a-2-billion-nvidia-investment-triple-digits-coming-and-the-dilution-story-nobody-is-covering/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues","slug":"amd-vs-intel-data-center-market-share-in-2026-plus-lattice-semiconductor-is-quietly-back-at-record-revenues","published_at":"2026-05-09T14:00:01+00:00","page_url":"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","url":"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","duration_seconds":536,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/amd-vs-intel-data-center-market-share-in-2026-plus-lattice-semiconductor-is-quietly-back-at-record-revenues/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?","slug":"first-solar-the-cheapest-semiconductor-stock-nobody-is-watching-value-opportunity-or-value-trap","published_at":"2026-05-08T02:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/first-solar-the-cheapest-semiconductor-stock-nobody-is-watching-value-opportunity-or-value-trap","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/First-Solar-The-Cheapest-Semiconductor-Stock-Nobody-Is-Watching--Value-Opportunity-or-Value-Trap-e3j2r42","duration_seconds":907,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/first-solar-the-cheapest-semiconductor-stock-nobody-is-watching-value-opportunity-or-value-trap/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/first-solar-the-cheapest-semiconductor-stock-nobody-is-watching-value-opportunity-or-value-trap.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade","slug":"prediction-markets-are-going-mainstream-wall-street-is-already-in-and-robinhood-vs-interactive-brokers-is-the-trade","published_at":"2026-05-07T14:00:00+00:00","page_url":"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","url":"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","duration_seconds":542,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/prediction-markets-are-going-mainstream-wall-street-is-already-in-and-robinhood-vs-interactive-brokers-is-the-trade/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the \"Structural Shift\" Actually Real?","slug":"seagate-eps-up-115-and-a-record-decade-in-free-cash-flow-but-is-the-structural-shift-actually-real","published_at":"2026-05-05T14:30:19+00:00","page_url":"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","url":"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","duration_seconds":836,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/seagate-eps-up-115-and-a-record-decade-in-free-cash-flow-but-is-the-structural-shift-actually-real/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense","slug":"advantest-controls-70-of-ai-chip-testing-up-450-in-a-year-and-whether-the-valuation-still-makes-sense","published_at":"2026-05-01T13:00:01+00:00","page_url":"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","url":"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","duration_seconds":618,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/advantest-controls-70-of-ai-chip-testing-up-450-in-a-year-and-whether-the-valuation-still-makes-sense/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.","slug":"we-called-ge-vernova-two-years-ago-here-is-what-the-thesis-looks-like-now-and-whether-to-keep-holding","published_at":"2026-04-30T13:00:00+00:00","page_url":"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","url":"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","duration_seconds":654,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/we-called-ge-vernova-two-years-ago-here-is-what-the-thesis-looks-like-now-and-whether-to-keep-holding/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever","slug":"lrcx-earnings-record-revenue-6-6b-guidance-and-the-memory-supercycle-driving-lam-research-s-best-quarter-ever","published_at":"2026-04-23T16:06:46+00:00","page_url":"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","url":"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","duration_seconds":580,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/lrcx-earnings-record-revenue-6-6b-guidance-and-the-memory-supercycle-driving-lam-research-s-best-quarter-ever/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most","slug":"why-amazon-just-spent-12-billion-on-a-money-losing-satellite-company-and-the-supply-chain-stock-that-benefits-most","published_at":"2026-04-23T13:00:01+00:00","page_url":"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","url":"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","duration_seconds":964,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/why-amazon-just-spent-12-billion-on-a-money-losing-satellite-company-and-the-supply-chain-stock-that-benefits-most/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now","slug":"aehr-test-systems-aehr-we-called-the-60m-stock-raise-here-s-what-investors-need-to-know-now","published_at":"2026-04-22T16:40:54+00:00","page_url":"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","url":"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","duration_seconds":454,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/aehr-test-systems-aehr-we-called-the-60m-stock-raise-here-s-what-investors-need-to-know-now/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"ASML's Guidance Is Up. So Is the Risk.","slug":"asml-s-guidance-is-up-so-is-the-risk","published_at":"2026-04-21T13:00:00+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/asml-s-guidance-is-up-so-is-the-risk","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/ASMLs-Guidance-Is-Up--So-Is-the-Risk-e3i7ibd","duration_seconds":500,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/asml-s-guidance-is-up-so-is-the-risk/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/asml-s-guidance-is-up-so-is-the-risk.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}