Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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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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Why We're Hedging AppLovin's 80% Margins
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Twist Bioscience Soared — We're Still Not Buying
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The Fastest-Growing Chip Stock Is Also the Most Hated
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AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis
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Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)
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Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)
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Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?
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Why Oscar Health's 'Great Quarter' Isn't What It Looks Like
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Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)
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Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026)
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AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)
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ENVX Stock: CEO Quits Days After Q2 Earnings Miss
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Why We're NOT Buying Fastly (Even at 22% Growth)
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What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo
The CDN market is highly competitive, with major players like Cloudflare, Akamai, and Fastly occupying different positions within the industry supply chain.
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The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview
CDNs are crucial infrastructure for internet and AI operations, helping speed, security, and efficiency.
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SMCI: Everyone's Bullish Again — The Numbers Say Otherwise
Social media can distort the perception of a company's true financial health, leading to inflated hype.
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Applied Materials (AMAT): Record Quarter, China Recovery & the Selloff Explained
Applied Materials (AMAT) is a central player in the semiconductor equipment industry, supporting global fab expansion and innovation.
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DigitalOcean Sold Off After Earnings — Buy the Dip?
DigitalOcean is shifting from serving small and mid-sized businesses to targeting large enterprise and developer customers, with significant growth potential.
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