Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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The Healthcare Bubble No One's Talking About (with Dr. Bradley Gibson)
The US healthcare system's high expenditure does not translate into proportional health outcomes, indicating systemic inefficiencies.
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SanDisk (SNDK) Crashed 40% — Buy the Dip or Falling Knife?
SanDisk's stock has experienced a sharp decline due to market volatility and external market forces, not fundamental business problems.
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Palantir Q2 2026: What's Really Driving 149% Growth
Palantir's Q2 2026 revenue nearly doubled, driven by accelerated US commercial growth and high-value deals.
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Rocket Lab's 8 Billion Dollar Bid for Iridium
Rocket Lab is aggressively moving toward full vertical integration, including satellite manufacturing and launch services.
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Alphabet Earnings: The Conglomerate Discount Explained
Alphabet’s stock valuation is impacted by its conglomerate structure and data transparency issues.
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$900B in AI CapEx, $1.5T Coming in 2027 — Is the Semiconductor Cycle Still Intact?
Hyperscaler capital expenditures are reaching near $900 billion in 2026, with projections of surpassing $1.5 trillion in 2027.
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Seagate (STX): HDDs Roar Back on AI Storage Demand
Memory markets are cyclical but currently showing signs of resilience, especially in HDDs due to rising NAND/SSD prices and AI storage demands.
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ServiceNow (NOW): Down 60%, But Now a Cybersecurity Player
ServiceNow is undergoing a strategic shift to focus on cybersecurity and edge AI, which could unlock significant growth opportunities.
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Honeywell Technologies (HON): Buy After the Breakup?
Honeywell has split into core segments—Aerospace and Technologies—with focus on margin expansion and strategic divestitures.
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Intuitive Surgical (ISRG) Stock Down 40%: Buy the Dip?
Intuitive Surgical's fundamentals remain strong with growing procedures, revenue, and installed base, yet the stock has depreciated significantly, perhaps due to market re-pricing.
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Mycronic Raises Guidance: Why We're Still on the Sidelines
Micronic is a Swedish provider of niche semiconductor equipment focusing on pattern generators, testing, and packaging.
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Netflix Stock: Is the Q2 Sell-Off a Buying Opportunity?
Netflix is now viewed more as a steady, profitable value stock rather than a high-growth streamer.
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Intel's Packaging Edge: EMIB, Foveros vs. TSMC CoWoS
Intel's advanced packaging technology, especially EMIB and Foveros, presents a strategic opportunity for diversification in the AI ecosystem.
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Solstice's $4.5B Element Solutions Deal: Why It Sold Off
The merger between Solstice and Element Solutions aims to create a leading player in the electronic materials supply chain with nearly $8 billion in revenue.
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Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming
Hyperscaler capital expenditures are expected to hit $800 billion in 2026, potentially exceeding $1 trillion by 2027, primarily driven by AI data center expansion.
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Qualcomm Is Quietly Becoming an AI Data Center Stock
Qualcomm is actively transforming from a mobile-centric chip designer into a major player in AI data centers, aiming for $15 billion in revenue from this sector by 2029.
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IBM NanoStack CFET: Turning Patents Into Chip Royalties
IBM is actively developing cutting-edge transistor architectures like NanoStack, which could significantly boost chip performance and energy efficiency.
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Jensen Called Marvell a $1T Stock — We're Not Buying It
Marvell posted strong quarterly revenue growth and expects continued acceleration, driven by hyperscaler demand and networking sales.
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Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)
Memory stocks have experienced explosive growth in 2026, with many holdings up over 100%.
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Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?
Cybersecurity remains a large and growing industry, with substantial investment and secular growth drivers.
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