Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
-
Is Reddit A Good Buy The Dip Candidate?
Investors are keen to understand Reddit's growth potential amidst AI challenges and increased competition.
-
Software Apocalypse or Opportunity? Interview with Braden Dennis, CO-Founder and CEO of Fiscal.ai
AI is not making software obsolete, but rather enhancing its functionality and usability.
-
Tesla’s $20B Pivot: A New Risk for the Semiconductor Supply Chain? (TSLA)
Tesla is pivoting to a broader operational strategy with a $20 billion capex aimed at robotics and AI.
-
Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?
Lumentum has exhibited remarkable revenue growth and profitability, fueled by increasing demands in Cloud and AI.
-
Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
Sandisk has reported impressive financial results and guidance, marking a significant moment in the memory industry.
-
Lam Research (LRCX): The Ultimate AI Memory Play?
LAM Research plays a crucial role in addressing the ongoing memory shortages in the semiconductor industry.
-
IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?
IonQ is shifting to an Integrated Device Manufacturer model to support its quantum computing ambitions.
-
SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027
Seagate's Q2 2026 revenue rose by 22% year-over-year, showcasing a rebound driven largely by AI data centers.
-
NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
NVIDIA's transition to HVDC systems is designed to enhance the efficiency of AI data centers by reducing power conversion losses.
-
Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips
Intel's balance sheet improvements have not solved the capacity constraints hampering its ability to meet rising product demand.
-
Why Netflix Stock Is Down Nearly 40% -- Time to Buy the Dip?
Netflix's stock is currently down due to a combination of concerning cash flow predictions and market reactions to its acquisition of Warner Bros. Discovery.
-
4 Beaten-Down Software Stocks to Buy Now?
Software stocks have lagged behind hardware stocks over the past five years, indicating a potential opportunity for value investing in the software sector.
-
Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)
Rambus is transitioning from a traditional IP licensing model to a more profitable fabless chip design model.
-
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?
Silicon Motion has showcased signs of recovery, making it a compelling investment choice.
-
Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom!
Microchip Technology shows signs of a market recovery but remains cautious about the overall state of the semiconductor industry.
-
The Best Memory Stocks For 2026: How To Play the Memory Shortage
Memory shortages are impacting AI data centers, suggesting a cyclical change rather than a bubble.
-
TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?
TSMC's growth continues to dominate the semiconductor market with significant revenue increase and high operating margins.
-
Top 3 Autonomous Driving & Robot Stocks For 2026
The convergence of automotive and robotics is accelerating towards 2026, with substantial overlap in technologies.
-
Beyond the GPU: Nvidia’s Secret Weapon for AI Inference in 2026
Nvidia is positioning itself for continued growth in AI infrastructure with significant product releases in 2026.
-
Is Quantum Computing Profitable Yet? 2026 Stock Update And The Top Stocks For Quantum Computing
Google's Quantum AI shows impressive growth amidst a volatile market, raising questions about pure-play quantum competitors.
Follow this show on AudioBrevity and new episodes get summarized for you. Create a free account