Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Episodes
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Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?
Alster is a small-cap player focused on LIDAR technology and AI infrastructure, with potential rebound opportunities post-earnings dip.
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AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
AMD's earnings showcase a strong focus on CPU revenues, especially in the data center segment.
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The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)
Stock splits are primarily administrative changes and do not fundamentally alter the value of a company.
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NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G
NVIDIA is making a bold move with a $1 billion investment in Nokia, aimed at advancing AI RAN and supporting development for future 6G communication networks.
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Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)
LAM Research holds a significant position in the semiconductor supply chain, but faces challenges from restrictions on Chinese sales.
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GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)
GE Vernova's acquisition of Prolec GE enhances its market accessibility by removing previous restrictions, setting the stage for future growth.
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Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?
Astera Labs has seen significant stock volatility due to competitive pressure and high valuation.
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NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?
NVIDIA's Spectrum X Ethernet is a new competitor in the networking space, but its impact may be overstated.
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Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
Diversification into international markets can uncover incredible investment opportunities.
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SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
The memory super cycle driven by AI data centers presents significant investment opportunities, particularly with companies like Sandisk.
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Netskope (NTSK) Stock Analysis: What Investors Need to Know
Netskope operates in a rapidly growing cybersecurity market, focusing on SASE, which is expected to continue expanding.
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Figma (FIGMA) Stock Analysis | What To Do After The Drop
Figma's IPO generated significant interest, and its rapid revenue growth positions it favorably in the software market.
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Nvidia And Intel Deal: What Investors Need To Know
Nvidia's $5 billion investment in Intel is set to integrate Intel into Nvidia's ecosystem, impacting both companies significantly.
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3 Year Anniversary For Chip Stock Investor | How Did We Do?
Invest in semiconductor stocks has proven lucrative over the last three years with significant gains from major players like Nvidia and Broadcom.
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Rubrik's Master Plan: Connecting AI, Data Security, and Huge Growth (RBRK)
Rubrik plays a critical role in protecting company data and backups, specifically in a cloud environment.
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Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why.
Synopsys' recent financial performance shows challenges with revenue growth, specifically impacted by issues with Chinese sales and a major customer.
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Is Salesforce Stock Too Cheap To Ignore? (CRM Stock Analysis)
Salesforce is actively pursuing M&A to enhance its AI capabilities, with a notable acquisition of Informatica for $8 billion.
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Chip Stocks Heat Up! Second Half 2025 Expectations (ADI Stock Analysis)
ADI has a unique hybrid business model combining in-house and external manufacturing capabilities.
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Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis
Nvidia's Q2 earnings report indicated a revenue shortfall due to lost sales to China, but future growth looks promising.
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Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?
Unity Software has shown recent stock improvement, but growth remains flat, particularly in key segments.
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