{"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":"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","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Dead-Stocks-That-Are-Quietly-Beating-AI-e3k7sei","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/120893330/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-2%2F425360044-44100-2-54962b81c549a.mp3","summary":"While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten names deserve a spot in your portfolio. CSI breaks down two API-layer software companies left for dead after the pandemic era that are now showing signs of fundamental re-acceleration. We analyze quarterly revenue trends, operating profit trajectory, and free cash flow for both — including the key distinction between Twilio's headline revenue and organic revenue (stripping out carrier pass-through fees). We also cover Bandwidth's emerging relationship with Salesforce as a voice-powered AI agent infrastructure provider, and what that means for future revenue growth. Plus, we address the macro question investors are asking: if enterprises pull back on AI token spending, does that actually send them back to SaaS vendors? We break down both sides of that thesis. This is a fundamentals-first look at an under-covered corner of the software market — no hype, just the numbers. 🔒 This episode features an excerpt from one of our CSI Live sessions — exclusive to Semi Insider members. Join to access our full library of live analysis, deep dives, and member Q&As: https://chipstockinvestor.com 📺 Watch the related YouTube video — we called this back in April: https://www.youtube.com/watch?v=fHcvCip1-tQ Content is for general informational and entertainment purposes only and does not constitute specific investment advice. All investing involves risk. Nick and Kasey do not own shares of Twilio or Bandwidth.","meta_description":"While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financial…","key_points":[],"chapters":[],"topics":[],"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."}]}}