Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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The Memory Boom’s Real Winner Isn’t Just SK hynix
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Will PTC Do to Schneider What Ansys Did to Synopsys?
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The Market Isn’t Wrong About Micron -- Here’s Why
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Is Amkor a Buy After Nvidia’s $3 Billion Deal?
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The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)
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How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator
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CoreWeave Bond Crash: Why CRWV & Neocloud Stocks Are Tumbling
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Wix at 7.5x Free Cash Flow: Deep Value or Value Trap?
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Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us
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ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle
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SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play?
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AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around
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Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook
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Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena)
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Are AI Data Centers a Bubble? Navigating the Neo-Cloud Boom
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Why Synopsys Lagged Cadence (And Why It May Be Cheap)
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Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON)
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Is the AI Bull Market Moving Past Semiconductors?
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Meta Muse: The AI Agent Era Has Arrived!
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The AI Agent Problem That Is Priced In
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