Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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Investing in the Next Memory Cycle: HBF, SanDisk, and the Fab Five
NAND flash is a critical player in the memory market, competing against older technologies like HDD.
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The AI Software Apocalypse Revolution: How to Value Cybersecurity Stocks in 2026
Hyperscalers like Microsoft and Google are prime candidates for initial investments in cybersecurity due to their large market share and resources.
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Micron's Blowout Quarter -- Can It Continue in 2026?
Micron reported near $24 billion in revenue for Q2 fiscal 2026, driven by AI data center demand.
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Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
Nvidia is aiming for a significant revenue growth, projecting up to $1 trillion through 2027 due to a focus on AI inference.
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Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
Onto Innovation is a key player in the semiconductor supply chain, focusing on critical metrology and inspection equipment.
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TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?
Transmedics experienced strong financial results in Q4 with a 32% year-over-year revenue growth, despite typical Q3 seasonality affecting performance.
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Can Oracle Deliver On Their Revenue Promises?
Oracle's cloud revenue has shown impressive growth, particularly in the IaaS segment, but the legacy software business is lagging.
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Marvell Data Center Revenue is Going Ballistic! 🚀 Is It The Next Broadcom? MRVL Stock
The semiconductor supply chain is facing significant disruptions, particularly from shortages in memory products and rising oil prices.
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The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026
Cybersecurity remains a massive, secular growth trend expected to hit $250 billion in global spend in 2026, with a steady 12% annual growth rate.
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Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?
Broadcom's Q2 revenue guidance of $22 billion reflects strong confidence in the AI semiconductor market.
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Everpure (Pure Storage, PSTG): Shifting from Hardware to Data Management
Everpure is transitioning from a hardware-centric model to a software-driven approach, initiating a significant rebranding.
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Moats, Monopolies, and Money: Axon Stock Analysis
Axon is transforming from a Taser product company to a public safety infrastructure provider.
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Nvidia 5-Layer Cake — $500 Billion In Sales In 2 Years?
Nvidia's revenue projections for fiscal 2027 may exceed $400 billion, indicating a major market shift.
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Is This Small-Cap Semi Stock Ready For A 2026 Breakout? (SYNA Analysis)
Synaptics has shifted its focus from mobile to enterprise and IoT markets, reflecting changes in semiconductor demand.
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The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson
Hyperscale companies spent a staggering $364 billion on CapEx last year, aiming for strategic advantages in hardware and AI.
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Is it Too Late to Buy the Memory Cycle? Micron Stock Valuation
High Bandwidth Memory (HBM) is an essential component for the AI data center growth.
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Is AI Disrupting Cybersecurity? IS Palo Alto Networks In Trouble?
Not summarized yet
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Beyond AI Data Centers: The Next Big Chip Stock Growth Driver
The CapEx holiday has concluded, marking new investments in U.S. infrastructure.
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Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)
The podcast highlights the struggles in the software sector, encapsulated as the 'software apocalypse', while also pointing to potential recovery steps.
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Why We Are Babysitting Astera Labs & Credo (Not a Buy & Hold?)
Despite impressive earnings, Astera Labs' stock price is not reflecting this success due to concerns about market dynamics.
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