Chip Stock Investor Podcast

Episodes

• How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics

  Dec 27, 2025

  The chip industry is poised for significant growth in 2026, particularly in data center networking and silicon photonics.

• Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)

  Dec 23, 2025

  Pure Storage's recent earnings report shows strong revenue growth despite investor skepticism.

• MU Earnings: Sold Out Capacity, Record Sales... Why We're Cautious.

  Dec 18, 2025

  Micron reported a record revenue of $13.6 billion, with capacity sold out through 2026.

• The AI Data Center Stock (That's Not Nvidia)

  Dec 17, 2025

  Caterpillar's Energy & Transportation segment has surpassed construction as its main revenue driver.

• The "No-Regrets" Robotics Investment Portfolio

  Dec 15, 2025

  Humanoid robots are gaining hype, but the real investment opportunity lies in the enabling industrial semiconductors.

• Are We Selling Oracle (ORCL) Stock?

  Dec 12, 2025

  Investors are concerned about Oracle's lack of revenue growth despite increased capital expenditures.

• Netflix vs. Paramount: The Hostile War for Warner Bros. Discovery

  Dec 12, 2025

  Netflix's aggressive bid for Warner Bros. could reshape the streaming landscape.

• The Informatica Plumbing Behind AI Agents: Salesforce Earnings Stock Analysis 2026

  Dec 8, 2025

  Salesforce's acquisition of Informatica is crucial for enhancing their AI capabilities and automating workflows.

• Watch This Before 2026: Marvell’s New Tech & The Hardware Cycle Shift (MRVL Stock Analysis)

  Dec 8, 2025

  Marvell's acquisition of Celestial AI is a significant step for enhancing its AI and networking capabilities.

• Symbotic (SYM) Analysis: Robotics Pure Play or Just a Walmart Vendor?

  Dec 8, 2025

  Symbotic's stock volatility is heavily influenced by its reliance on Walmart as a primary customer, accounting for a significant portion of revenue.

• Nvidia Picks the Next Big Winner In Enterprise Software and Quantum Computing?

  Dec 2, 2025

  NVIDIA has invested $2 billion in Synopsys, solidifying their partnership in the semiconductor space.

• Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals)

  Nov 28, 2025

  Despite turmoil in the enterprise SaaS sector, companies like Adobe show resilience with continuous revenue growth.

• Google Stock: The Real Reason It’s Doubled (It’s Not Just AI)

  Nov 26, 2025

  Google's rise in the AI sector isn't a new phenomenon; it's been evolving over time.

• Why Palo Alto Networks Just Spent Billions (PANW Analysis)

  Nov 25, 2025

  Cybersecurity is projected to grow 12% annually, driven by AI and cloud solutions.

• Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations

  Nov 22, 2025

  The recent bearish claims about Nvidia being involved in fraudulent practices are rooted in a misunderstanding of industry economics.

• Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review

  Nov 20, 2025

  Nvidia's Q3 2025 earnings showed significant growth with a forecast of $65 billion for Q4.

• What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?

  Nov 18, 2025

  Depreciation is an accounting method used to spread the cost of long-term assets over their useful lives, impacting reported earnings but not actual cash flow.

• Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space

  Nov 15, 2025

  Ubiquiti reported a sequential decline in revenue for Q3 2025 but still showed a strong year-over-year gain.

• Want To Invest In Robotics? It's Not Where You Think (ALGM Stock)

  Nov 13, 2025

  Allegro MicroSystems plays a vital role in the semiconductor landscape, especially in power chips and sensors.

• AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings

  Nov 10, 2025

  Digital advertising continues to be the most profitable application of AI as of 2025.