Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges
MIAX is a significant new player in the financial exchange market, focusing on derivatives.
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What Happened To Applied Materials? AMAT Stock Analysis
The semiconductor industry, particularly companies like Applied Materials, is experiencing cyclical ups and downs but is expected to enter a growth phase.
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CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know
Monitoring capital efficiency is crucial for investors in capital-intensive industries like AI data centers.
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What Happened to Fortinet? FTNT Stock Analysis
Fortinet's Q2 earnings report revealed strong revenue growth but highlighted increased capital expenditures affecting free cash flow.
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Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis
AMD's client and gaming segments currently drive majority revenue amidst declining data center sales.
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Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?
Corvo is restructuring and adapting to market needs, particularly in automotive and defense sectors, with a focus on profitability.
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Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment
Alphabet's significant CapEx investment reflects its commitment to remain competitive in the AI sector.
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Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming
ASML high NA EUV machines are considerably more expensive than initially mentioned, with a price range of 300-400 million euros.
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Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now
ASML is a leader in the lithography market and plays a critical role in semiconductor manufacturing.
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Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock
Monolithic Power Systems (MPS) has shown substantial revenue growth and is strategically positioned for future opportunities in the semiconductor market.
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Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis
Figma is poised for growth within a massive addressable market of $1.2 trillion, indicating strong potential for future expansion.
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Episode 319: Small Investment Bets Mid-Year Review 2025
The semiconductor industry has begun to recover, fueled by AI demand and improved market conditions.
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Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis
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Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints
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Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025
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Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands
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Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
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Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis
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Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)
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Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?
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