{"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"},"episode":{"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","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Micron-Passed-4-of-5--Heres-the-One-That-Didnt-e3l0pr6","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/121709862/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-19%2F426451601-44100-2-d6380dc957bea.mp3","summary":"Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and balance sheet strength—then compare Micron's net-cash position to Broadcom's debt-heavy structure to show how to evaluate leverage using debt-to-equity and EBITDA-to-interest coverage ratios. This is Part 3 of our How CSI Invests series, where we break down the exact quantitative framework we use to vet semiconductor and tech stocks before they earn a spot in our portfolio. We also revisit why "we missed the takeoff" criticism misses the point of disciplined investing—and why Micron's revenue consistency is still an open question over a full cycle. Want the full investment thesis checklist, real-time portfolio access, and deeper coverage like this? Join Semi Insider at chipstockinvestor.com.","meta_description":"Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, fr…","key_points":[],"chapters":[],"topics":[],"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."}]}}