Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
-
AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues
AMD is gaining momentum in the data center CPU market, potentially overtaking Intel by 2026 or 2027, driven by better use of manufacturing capacity and market demand.
-
First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?
First Solar is potentially the cheapest semiconductor-like stock due to its unique position in thin film solar technology and domestic manufacturing.
-
Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade
Prediction markets are moving from novelty gambling tools to legitimate financial and risk management products.
-
Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?
Seagate's recent strong financial results are driven by increased demand for AI-related storage and improvements in HDD capacity and performance.
-
Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense
Advantest dominates about 70% of the global semiconductor test equipment market, making it a critical player in the industry.
-
We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.
Global energy investments are massive, especially in grid and power generation, laying a foundation for future software-driven sectors.
-
LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever
Lam Research had its best quarter ever, driven by a surge in memory and advanced packaging, with revenue exceeding expectations.
-
Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most
Amazon is acquiring Globalstar to gain spectrum rights, infrastructure, and a customer base, positioning itself as a future broadband provider.
-
Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now
Aehr Test Systems' stock has surged dramatically amidst AI hype, but current valuation exceeds their actual revenue and guidance.
-
ASML's Guidance Is Up. So Is the Risk.
ASML's revenue guidance has been upgraded for 2026, projecting strong growth, but industry and cyclical factors could temper expectations.
-
The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead
The base materials segment, including wafer and ingot suppliers, is currently experiencing a hype cycle driven by demand and bottlenecks in the semiconductor industry.
-
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
TSMC is on track for strong growth through 2026, with high revenue projections and margins, despite global supply chain risks.
-
The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested
Veeva Systems has evolved beyond just a CRM provider into a comprehensive platform embedded in the entire lifecycle of biopharma products.
-
CRCL Deep Dive: Circle Internet Group's First Annual Report, USDC Growth & Whether the Stock Is Worth It
Circle operates primarily as a bank-like entity, earning most of its revenue from interest on USDC reserves.
-
Sony's Hidden Chip Empire: How CMOS Sensors Power the Physical AI Revolution | Bob Ma, WIND Ventures
Sony holds approximately 50% of the CMOS image sensor market, primarily driven by their dominant position in smartphones and automotive sensors.
-
AMD vs Intel: Who Wins the 2026 CPU Battle?
The current CPU bottleneck is largely a consequence of Intel's market share losses rather than a straightforward supply crisis.
-
ARM Holdings: Why We're Still Not Buying the Stock
ARM has transitioned from a licensing model to designing and selling its own chips with the introduction of the AGI CPU.
-
What the Luddites Teach Us About AI ft. Jacob Goldstein
The Luddites' backlash against automation reflects current fears about AI and job displacement.
-
ASML's Advanced Packaging Play: What Investors Need to Know
The semiconductor equipment market is expected to experience a revenue uplift starting in the latter half of 2026.
-
IPG Photonics: The Laser Stock Benefiting From AI Infrastructure
IPG Photonics is pivotal in the industrial laser space, without significant AI focus.
Follow this show on AudioBrevity and new episodes get summarized for you. Create a free account