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Chip Stock Investor Podcast

Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.

The Luddites Were Right: What History Tells Us About AI (With Jacob Goldstein)

46 mins; April 03, 2026

Investing in the Future of Semi Manufacturing: ASML's Advanced Packaging Play

8 mins; March 30, 2026

Is IPG Photonics Ready For A Breakout?

13 mins; March 28, 2026

Investing in the Next Memory Cycle: HBF, SanDisk, and the Fab Five

10 mins; March 25, 2026

The AI Software Apocalypse Revolution: How to Value Cybersecurity Stocks in 2026

12 mins; March 23, 2026

Micron's Blowout Quarter -- Can It Continue in 2026?

10 mins; March 21, 2026

Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up

9 mins; March 19, 2026

Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?

10 mins; March 18, 2026

TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?

13 mins; March 16, 2026

Can Oracle Deliver On Their Revenue Promises?

12 mins; March 14, 2026

Marvell Data Center Revenue is Going Ballistic! 🚀 Is It The Next Broadcom? MRVL Stock

12 mins; March 12, 2026

The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026

17 mins; March 10, 2026

Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?

11 mins; March 07, 2026

Everpure (Pure Storage, PSTG): Shifting from Hardware to Data Management

13 mins; March 05, 2026

Moats, Monopolies, and Money: Axon Stock Analysis

17 mins; March 03, 2026

Nvidia 5-Layer Cake — $500 Billion In Sales In 2 Years?

13 mins; February 28, 2026

Is This Small-Cap Semi Stock Ready For A 2026 Breakout? (SYNA Analysis)

8 mins; February 27, 2026

The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson

37 mins; February 27, 2026

Is it Too Late to Buy the Memory Cycle? Micron Stock Valuation

8 mins; February 24, 2026

Is AI Disrupting Cybersecurity? IS Palo Alto Networks In Trouble?

16 mins; February 21, 2026

Beyond AI Data Centers: The Next Big Chip Stock Growth Driver

17 mins; February 20, 2026

Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)

11 mins; February 18, 2026

Why We Are Babysitting Astera Labs & Credo (Not a Buy & Hold?)

12 mins; February 16, 2026

Is Reddit A Good Buy The Dip Candidate?

11 mins; February 16, 2026

Software Apocalypse or Opportunity? Interview with Braden Dennis, CO-Founder and CEO of Fiscal.ai

23 mins; February 16, 2026

Tesla’s $20B Pivot: A New Risk for the Semiconductor Supply Chain? (TSLA)

11 mins; February 11, 2026

Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?

13 mins; February 09, 2026

Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon

12 mins; February 07, 2026

Lam Research (LRCX): The Ultimate AI Memory Play?

12 mins; February 05, 2026

IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?

15 mins; February 04, 2026

SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027

11 mins; February 02, 2026

NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)

18 mins; January 31, 2026

Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips

20 mins; January 28, 2026

Why Netflix Stock Is Down Nearly 40% -- Time to Buy the Dip?

12 mins; January 27, 2026

4 Beaten-Down Software Stocks to Buy Now?

35 mins; January 24, 2026

Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)

13 mins; January 22, 2026

Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?

16 mins; January 21, 2026

Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom!

12 mins; January 17, 2026

The Best Memory Stocks For 2026: How To Play the Memory Shortage

15 mins; January 15, 2026

TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?

15 mins; January 13, 2026

Top 3 Autonomous Driving & Robot Stocks For 2026

15 mins; January 11, 2026

Beyond the GPU: Nvidia’s Secret Weapon for AI Inference in 2026

13 mins; January 08, 2026

Is Quantum Computing Profitable Yet? 2026 Stock Update And The Top Stocks For Quantum Computing

12 mins; December 29, 2025

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

21 mins; December 27, 2025

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

9 mins; December 23, 2025

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

10 mins; December 18, 2025

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

14 mins; December 17, 2025

The "No-Regrets" Robotics Investment Portfolio

20 mins; December 15, 2025

Are We Selling Oracle (ORCL) Stock?

9 mins; December 12, 2025

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

17 mins; December 12, 2025

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

9 mins; December 08, 2025

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

17 mins; December 08, 2025

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

14 mins; December 08, 2025

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

9 mins; December 02, 2025

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

10 mins; November 28, 2025

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

10 mins; November 26, 2025

Why Palo Alto Networks Just Spent Billions (PANW Analysis)

11 mins; November 25, 2025

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

17 mins; November 22, 2025

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

9 mins; November 20, 2025

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

11 mins; November 18, 2025

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

14 mins; November 15, 2025

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

16 mins; November 13, 2025

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

10 mins; November 10, 2025

Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?

13 mins; November 10, 2025

AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?

11 mins; November 06, 2025

The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)

11 mins; November 03, 2025

NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G

13 mins; October 30, 2025

Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)

13 mins; October 25, 2025

GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)

12 mins; October 24, 2025

Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?

9 mins; October 21, 2025

NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?

17 mins; October 16, 2025

Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?

14 mins; October 06, 2025

SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play

19 mins; October 03, 2025

Netskope (NTSK) Stock Analysis: What Investors Need to Know

12 mins; September 30, 2025

Figma (FIGMA) Stock Analysis | What To Do After The Drop

16 mins; September 26, 2025

Nvidia And Intel Deal: What Investors Need To Know

11 mins; September 22, 2025

3 Year Anniversary For Chip Stock Investor | How Did We Do?

21 mins; September 18, 2025

Rubrik's Master Plan: Connecting AI, Data Security, and Huge Growth (RBRK)

12 mins; September 15, 2025

Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why.

14 mins; September 12, 2025

Is Salesforce Stock Too Cheap To Ignore? (CRM Stock Analysis)

14 mins; September 05, 2025

Chip Stocks Heat Up! Second Half 2025 Expectations (ADI Stock Analysis)

9 mins; September 01, 2025

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

8 mins; August 28, 2025

Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?

10 mins; August 25, 2025

Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges

11 mins; August 22, 2025

What Happened To Applied Materials? AMAT Stock Analysis

14 mins; August 18, 2025

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know

12 mins; August 14, 2025

What Happened to Fortinet? FTNT Stock Analysis

15 mins; August 11, 2025

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

27 mins; August 07, 2025

Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?

9 mins; August 07, 2025

Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment

8 mins; July 25, 2025

Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming

10 mins; July 25, 2025

Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now

17 mins; July 21, 2025

Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock

9 mins; July 11, 2025

Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis

16 mins; July 07, 2025

Episode 319: Small Investment Bets Mid-Year Review 2025

14 mins; July 07, 2025

Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis

6 mins; June 28, 2025

Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints

15 mins; June 27, 2025

Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025

20 mins; June 23, 2025

Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

20 mins; June 16, 2025

Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

22 mins; June 10, 2025

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Chip Stock Investor Podcast

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