Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
-
Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?
Micron is implementing new long-term SCAs, including take-or-pay contracts, to secure predictable revenue and avoid past boom-and-bust cycles.
-
AppLovin Stock: Is It Time to Buy the Dip?
AppLovin is experiencing explosive financial growth, driven by its AI-powered ad engine and strategic expansion into new digital markets.
-
AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments
The transition to 6-inch indium phosphide wafers signifies a major technological leap for AI data center applications, potentially easing bottlenecks.
-
SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing
Quantum computing has massive economic potential, estimated up to $2.7 trillion by 2035, but it remains in early stages of practical deployment.
-
Micron Passed 4 of 5 — Here's the One That Didn't
CSI emphasizes the importance of a disciplined, process-driven approach to investing, especially in high-data environments.
-
NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data
NextPower is evolving from a solar tracker company into a comprehensive power solutions provider, including inverters and battery storage.
-
Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey
Figma's stock remains highly valued despite recent declines, but valuation should be approached with caution due to IPO effects.
-
Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework
All businesses have some type of cycle—short, long, or non-cyclical—and understanding this helps in making smarter investment choices.
-
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes
Flex's recent 80% surge is driven by optimism around its upcoming spinoff of the high-growth Power and Thermal segment.
-
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
Coherent is sharply refocusing on high-margin data center and optical connectivity markets, shedding non-core assets to improve growth prospects.
-
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
Broadcom is well-diversified across semiconductors and software, with a strong position in AI infrastructure.
-
OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors
Auster's revenue is growing rapidly, but it still operates at a loss and relies on stock issuance for cash.
-
The Dead Stocks That Are Quietly Beating AI
Software and API layers are critical components in modern business infrastructure, enabling easy integration of communication functionalities.
-
Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of
The Fab 5 companies are poised for record revenues in 2026 and 2027, but cyclical downturns around 2028 should be anticipated.
-
Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)
Amphenol is a diversified, global manufacturer of electronic components crucial for AI data centers, aerospace, defense, and automotive markets.
-
Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap
Market sentiment is shifting from exuberance to a focus on foundational AI infrastructure investments.
-
Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)
TransMedics is developing innovative organ preservation systems that could significantly improve transplantation outcomes and capture large market opportunities.
-
$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure
AI infrastructure CapEx is soaring, with over $750 billion planned for 2026, and is showing clear signs of ROI through margin expansion and revenue growth.
-
Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up
AI-powered chip design has the potential to drastically reduce development timelines from years to months, making the industry more agile and competitive.
-
Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering
Lumentum is experiencing explosive revenue growth driven by capacity constraints and a booming optical market, with expected triple-digit growth in the near future.
Follow this show on AudioBrevity and new episodes get summarized for you. Create a free account