#  @chipstockinvestor Chip Stock Investor Chip Stock Investor posts on YouTube about investment, stocks, ai, finance the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UC3aD-gfmHV_MhMmcwyIu1wA/interactions)  - [--] Week [------] +15% - [--] Month [-------] +75% - [--] Months [-------] -19% - [--] Year [---------] -42% ### Mentions: [--] [#](/creator/youtube::UC3aD-gfmHV_MhMmcwyIu1wA/posts_active)  - [--] Week [---] -5.50% - [--] Month [---] -18% - [--] Months [---] +10% - [--] Year [---] +48% ### Followers: [-------] [#](/creator/youtube::UC3aD-gfmHV_MhMmcwyIu1wA/followers)  - [--] Week [-------] no change - [--] Month [-------] +0.80% - [--] Months [-------] +2% - [--] Year [-------] +38% ### CreatorRank: [---------] [#](/creator/youtube::UC3aD-gfmHV_MhMmcwyIu1wA/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 80.67% [technology brands](/list/technology-brands) 50.42% [countries](/list/countries) 10.08% [currencies](/list/currencies) 2.52% [automotive brands](/list/automotive-brands) 2.52% [celebrities](/list/celebrities) 2.52% [events](/list/events) 0.84% **Social topic influence** [investment](/topic/investment) #3815, [stocks](/topic/stocks) #3752, [ai](/topic/ai) 84.87%, [finance](/topic/finance) #3789, [education](/topic/education) 39.5%, [artificial intelligence](/topic/artificial-intelligence) #1064, [market](/topic/market) 18.49%, [$nvda](/topic/$nvda) #2271, [asml](/topic/asml) #168, [$lrcx](/topic/$lrcx) 5.88% **Top accounts mentioned or mentioned by** [@semiconductorinvesting](/creator/undefined) [@chipstockinvestorsubconfirmation1](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Arista Networks Inc (ANET)](/topic/$anet) [Synopsys, Inc. (SNPS)](/topic/$snps) [Palo Alto Networks Inc (PANW)](/topic/$panw) [ServiceNow Inc (NOW)](/topic/servicenow) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [IonQ, Inc. (IONQ)](/topic/$ionq) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Tesla, Inc. (TSLA)](/topic/tesla) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Fortinet Inc (FTNT)](/topic/$ftnt) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Sea Limited (SE)](/topic/sea-limited) [Amphenol Corporation (APH)](/topic/amphenol) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Rambus Inc (RMBS)](/topic/$rmbs) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [KLA Corp (KLAC)](/topic/kla-corp) [AppLovin Corporation (APP)](/topic/applovin) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Nokia Corporation (NOK)](/topic/$nok) [Analog Devices, Inc. (ADI)](/topic/$adi) [Quantum Computing Inc. (QUBT)](/topic/quantum-computing-inc) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Fabrinet (FN)](/topic/$fn) [Zscaler Inc (ZS)](/topic/$zs) ### Top Social Posts Top posts by engagements in the last [--] hours "TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for [----] CSI is analyzing the semiconductor manufacturing supply chain: TSMC Amkor and Aehr Test Systems. Time to go back to our roots In this episode were breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now. We are comparing three major players: the industry titan TSMC the packaging specialist Amkor and the small-cap testing favorite Aehr Test Systems. While Amkor has ripped higher recently and Aehr is a volatile favorite among traders the data might surprise you" [YouTube Link](https://youtube.com/watch?v=N28rwr7AxTU) 2026-01-13T15:00Z 251K followers, [----] engagements "Would You Rather Buy Applied Materials (AMAT) or ASML Stock #ASML #AMAT #stocks #semiconductor Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form If you want your questions answered live on our weekly Q&A join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your data might be lurking:" [YouTube Link](https://youtube.com/watch?v=__I53kRLleA) 2024-11-13T22:01Z 251K followers, [----] engagements "A Pure-Play Bet On Nvidia Blackwell Growth Astera Labs (ALAB) Deep Dive Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO it's time for Chip Stock Investor to do a deep dive into this" [YouTube Link](https://youtube.com/watch?v=jZyHWqBXDo8) 2024-09-12T09:58Z 251K followers, 26.3K engagements "Software Apocalypse or Opportunity Interview with Braden Dennis CO-Founder and CEO of Fiscal.ai Is AI eating the software industry or is it just making it more powerful In this episode we sit down with Braden Dennis CEO and co-founder of Fiscal.ai to discuss the shift happening in enterprise SaaS. If you've watched our videos you know we use Fiscal's charts every single day to analyze the markets so it was great to get Bradens perspective on where the industry is headed. We dive deep into the software apocalypse narrative and whether its based in reality or just a market overreaction. Braden" [YouTube Link](https://youtube.com/watch?v=2tl8kIiu2X0) 2026-02-13T15:00Z 251K followers, [----] engagements "Why Did Astera Labs Credo Technology and Other Hot Stocks "Crash" Check out last week's video on ANET AVGO & Nvidia: https://youtu.be/FYBaX9tqWAA Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the dropincluding new product announcements from competitors like Broadcom and Nvidiaand explain the more fundamental reason for the recent volatility: statistics and a hefty valuation. Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that recovers and" [YouTube Link](https://youtube.com/watch?v=5f2LHC1RSz0) 2025-10-20T16:58Z 251K followers, 12.3K engagements "AppLovin: Digital Ads Are AI's Most Profitable Use Case Q3 [----] Earnings Is the most profitable use of AI in [----] generating videos of kittens trading stocks Not quite. The digital advertising industry still reigns supreme as the best use of AI and AppLovin stands out as a key player. This episode dives deep into AppLovin's recent financial performance the SEC probe and their exciting new ventures into e-commerce with a self-serve ads platform. We'll also cover their Q3 [----] earnings growth rates free cash flow and future prospects. Plus a sneak peek into our new Chip Stock Investor web app." [YouTube Link](https://youtube.com/watch?v=7b-tjv1IjWo) 2025-11-10T15:46Z 251K followers, [----] engagements "NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition We break down what Spectrum X isNVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology Quantum X InfiniBand. Discover the powerful counter-narrative: the strong partnership" [YouTube Link](https://youtube.com/watch?v=FYBaX9tqWAA) 2025-10-16T15:22Z 251K followers, 15.8K engagements "The Next AI Supercycle Memory Play -- NAND Flash Sandisk and More Stock Analysis Everyone is talking about a new memory super cycle related to AI data centers and suddenly NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital and its back in growth mode. In this deep dive we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions. Key Topics" [YouTube Link](https://youtube.com/watch?v=HWlIj5fvf4A) 2025-10-03T13:44Z 251K followers, 13.9K engagements "CSI Clips m Research (LRCX): The Ultimate AI Memory Play Struggling to keep up with the memory chip shortage discussions Dive into our latest video where we explore Lam Research's crucial role in tackling this issue. We'll unpack their strategic advancements in wafer fab equipment especially in high-bandwidth memory and how they're impacting the AI and data center sectors. Plus get insights into their recent financial performance market share growth and future revenue projections. Don't miss our analysis of the broader memory and semiconductor market dynamics and future growth cycles. 🔗 Like" [YouTube Link](https://youtube.com/watch?v=KEjxyYUoynY) 2026-02-13T15:13Z 251K followers, [---] engagements "Symbotic (SYM) Analysis: Robotics Pure Play or Just a Walmart Vendor Pure-play robotics stock Symbotic (SYM) has had a wild ride in [----] soaring to new highs before taking a significant hitdropping 21% in just [--] hours. After several write-ups on our research platform we decided it was time to make a video In this video Nick and Kasey break down exactly what Symbotic does from its AI-powered intake systems to the "SymBot" mini-robots automating logistics for giants like Walmart. We analyze the company's recent earnings which showed strong full-year numbers and explain why Wall Street analysts" [YouTube Link](https://youtube.com/watch?v=XLkQ6o-dz30) 2025-12-04T15:01Z 251K followers, [----] engagements "Rubrik's Master Plan: Connecting AI Data Security and Huge Growth (RBRK) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Welcome to CSI's first video about Rubrik another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company data their recent acquisition of Predibase and their transition to a cloud-based subscription model. Financial updates and guidance are also discussed" [YouTube Link](https://youtube.com/watch?v=YAaR7I3DCGA) 2025-09-15T15:00Z 251K followers, 15.1K engagements "Are We Selling Oracle (ORCL) Stock Oracle is increasing capital spending by $15 Billion but they didn't raise their revenue guidance. In this video we break down the multiple factors impacting Oracles (ORCL) Fiscal Q2 [----] earnings. Debt is rising toward $110 Billion free cash flow has swung to negative $10 Billion and a one-time sale of Ampere is masking the true net income. We analyze why Oracle is selling its chip unit to SoftBank why "Remaining Performance Obligations" (RPO) are not set in stone revenue and why we are tax-loss harvesting our position until the cash flow improves. Join us" [YouTube Link](https://youtube.com/watch?v=ZE6RolzinQs) 2025-12-12T15:44Z 251K followers, 12.3K engagements "Beyond the GPU: Nvidias Secret Weapon For AI Inference In [----] Nvidia just kicked off [----] with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU we're breaking down why Nvidia remains our top stock pick for the year. As AI shifts from training to inference Nvidia is evolving its hardware to solve the memory wall. Today we look at the Bluefield-4 storage processor and how it integrates with the Nvidia Dynamo software architecture to boost inference performance by up to 5x. We also share our updated [----] baseline assumptions for NVDA stock including" [YouTube Link](https://youtube.com/watch?v=_uvIkPwDu5A) 2026-01-08T15:01Z 251K followers, [----] engagements "The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think) ServiceNow and Netflix are splitting their stock in late [----] In this video we break down ServiceNow's 5-for-1 split (subject to shareholder approval at a special meeting scheduled for December [--] 2025) and Netflix's 10-for-1 split (in November). We dive into the key reasons why high-growth companies like these which have seen awesome revenue growth choose to split their stock including the often-overlooked motivation of managing employee stock awards and incentives. Is a stock split a sign of a coming stock" [YouTube Link](https://youtube.com/watch?v=hepJWLICEyw) 2025-11-03T16:01Z 251K followers, [----] engagements "Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 Qualcomm's Q2 fiscal [----] earnings focusing on consumer automotive and IoT sectors. Nick discusses Qualcomm's revenue growth inventory levels and future projections while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment. Sign Up For Our Newsletter:" [YouTube Link](https://youtube.com/watch?v=lUJ27xBM0Fo) 2025-05-02T17:41Z 251K followers, [----] engagements "NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain. We also discuss the differences between 5G and 6G including a potential 100x increase in data transfer speed aiming for near-zero latency and" [YouTube Link](https://youtube.com/watch?v=rKhy2bHytKM) 2025-10-30T16:59Z 251K followers, 11.2K engagements "CSI Clips Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America primarily in e-commerce (Shopee) digital finance (Monee) and digital entertainment (Garena). The company has successfully flipped to GAAP profitability showing a stunning operational turnaround. In Q2 [----] GAAP Operating Income hit $488 million up significantly from the prior year. Crucially the Garena gaming platform featuring the wildly popular game Free Fire is the main earnings driver contributing 44% of" [YouTube Link](https://youtube.com/watch?v=B8s0x9M5kKU) 2025-10-21T10:16Z 251K followers, [----] engagements "Watch This Before 2026: Marvells New Tech & The Hardware Cycle Shift (MRVL Stock Analysis) Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video we break down Marvell's Q3 earnings why they are buying a semiconductor startup for such a high price tag and the "Photonic Fabric" technology that aims to solve data center bottlenecks. We also discuss a critical signal for semiconductor investors: Why the roadmap for next-gen networking suggests we might see a cyclical slowdown hitting the" [YouTube Link](https://youtube.com/watch?v=EbJLgM01Lfk) 2025-12-06T15:28Z 251K followers, 12.8K engagements "How to Invest In Chip Stocks [----] -- AI Data Center Networking Optical and Silicon Photonics The AI supercycle is expanding beyond just GPUs. In our first episode of the [----] series we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking optics and silicon photonics. Logic chips (like CPUs and GPUs) are the "office" where work gets done but the network is the "commute" that moves that data. Without advanced cabling transceivers and switches AI clusters simply cannot function. Find out what companies are involved in this fast growing" [YouTube Link](https://youtube.com/watch?v=RC8Tzr1pXxA) 2025-12-27T18:20Z 251K followers, 19.8K engagements "CSI Clips IonQ Buys SkyWater: The Birth of a Quantum Computing Giant Quantum computing is evolving fast and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). We break down why IonQ is moving away from the fabless model to become a "vertically integrated full-stack quantum platform". #IONQ #Quantum #SKYT #chipstockinvestor Chip Stock Investor Fab [--] Fiscal AI IDM Infineon IonQ Quantum Computing SKYT Semiconductor Industry SkyWater Technology Stock Market Analysis Tech Mergers Chip Stock Investor Fab [--] Fiscal AI IDM Infineon IonQ Quantum Computing" [YouTube Link](https://youtube.com/watch?v=cHECaEwQm1E) 2026-02-12T15:03Z 251K followers, [----] engagements "CSI Clips NVIDIAs HVDC Partners: Top Chip Stocks to Watch (NVDA) NVIDIA announced a major architecture shift in October [----] that is set to ramp up in late [----] and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power the current VAC (Volts Alternating Current) systems are less efficient than they could be. In this video we break down the basket of silicon providers NVIDIA has tapped to build this 800V DC future. We analyze the US European and Asian playersfrom established IDMs like Onsemi and Texas Instruments to high-growth fabless names like Navitas" [YouTube Link](https://youtube.com/watch?v=iu39MrqbtRM) 2026-02-11T14:01Z 251K followers, [----] engagements "MU Earnings: Sold Out Capacity Record Sales. Why We're Cautious Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through [----]. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers. Despite the strong performance we remain prudent regarding valuation and the cyclical" [YouTube Link](https://youtube.com/watch?v=rrjx1MOKJbc) 2025-12-18T15:11Z 251K followers, [----] engagements "Lam Research (LRCX): The Ultimate AI Memory Play Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain discuss recent financial performance market share growth and future revenue projections. Additionally we analyze the company's strategic advancements in wafer fab equipment especially in high-bandwidth memory. We also examine the broader memory and semiconductor market dynamics and provide insights" [YouTube Link](https://youtube.com/watch?v=-9dnd7Fa9Ic) 2026-02-05T17:30Z 251K followers, [----] engagements "Google Stock: The Real Reason Its Doubled (Its Not Just AI) The media narrative on Google (Alphabet) has flip-flopped again. Suddenly Google TPUs are "killing" Nvidia Gemini [--] is here and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April In this episode we dig past the headlines to uncover the real catalyst behind Googles recent stock performanceand it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android. We also break down Alphabets massive $56B R&D spend their" [YouTube Link](https://youtube.com/watch?v=-HGkfpg6Me8) 2025-11-26T16:00Z 251K followers, [----] engagements "The AI Data Center Stock (That's Not Nvidia) Caterpillar isn't just moving dirtthey've been powering the grid for decades. But now that "boring" energy business is becoming the main event. In this video we break down how Caterpillars long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play driving a $10 billion jump in backlog as data centers scramble for onsite power. We analyze why the market is finally repricing this "hidden"" [YouTube Link](https://youtube.com/watch?v=1wo97ptMf58) 2025-12-17T15:00Z 251K followers, [----] engagements "Synopsys China Hit Ansys Merger & Future of Chip Design Stocks (SNPS ANSS CDNS) Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry And what about Synopsys' pending merger with ANSYS (ANSS) Chip Stock Investors Nick and Kasey break down the present situation for Synopsys Cadence Design (CDNS) Siemens (SIE) and ANSYS investors to consider. Join us on Discord with Semiconductor" [YouTube Link](https://youtube.com/watch?v=2NTH3zYHMA4) 2025-06-02T15:00Z 251K followers, [----] engagements "Semiconductor Stocks To New All Time Highs Micron Provides Some Hints Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor discusses Micron's recent report which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia Broadcom and AMD Nick and Kasey discuss reasons for optimism and also risks to be mindful of. Join us on Discord with Semiconductor Insider sign up on our website:" [YouTube Link](https://youtube.com/watch?v=6kxno1b-oAo) 2025-06-26T18:26Z 251K followers, [----] engagements "Constellation Software: The Hidden Giant in Vertical Market Software Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Constellation specializes in acquiring and growing small high-quality software businesses within niche industries riding the secular growth trend of vertical market software (VMS). We discuss how this strategy could benefit the software industry particularly in tough financial times and the broader implications for future growth. We also compare their approach to other notable companies in the industry highlighting the increasing" [YouTube Link](https://youtube.com/watch?v=7PeA83CFnIM) 2025-01-22T16:00Z 251K followers, [----] engagements "The "No-Regrets" Robotics Investment Portfolio Everyone is focused on the "Brain" of the robot (AI models) but they are ignoring the "Body"the sensors power chips and actuators needed to make them move. In this video we break down the robotics supply chain as we head into [----]. While the hype is focused on humanoid robots like Teslas Optimus the real investment opportunity lies in the industrial semiconductors that enable motion perception and power management. We analyze the forecast from WSTS the recovery in the Auto/Industrial sector and why we believe the "boring" analog and sensor stocks" [YouTube Link](https://youtube.com/watch?v=9Ink3lrOje8) 2025-12-15T15:00Z 251K followers, [----] engagements "Is the Semiconductor Bull Market Getting Harder [----] Chip Stock Portfolio Review As we kick off the new year were taking a look at how our portfolio performed over the last [--] years. 80% total return. Not bad. Our goal at Chip Stock Investor is simple: be consistently excellent. In this video we review the performance of our core [--] semiconductor picks that we carried from [----] through [----]. Since we first called these out at the end of [----] this groupincluding leaders like Nvidia TSMC and Qualcommhave delivered. What youll learn in today's video: --Why our picks delivered a 28% return in 2025" [YouTube Link](https://youtube.com/watch?v=BWZGF7_Afhk) 2026-01-06T15:00Z 251K followers, [----] engagements "Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in [----] We are finally revisiting Silicon Motion (SIMO) a small-cap semiconductor stock weve held onto during their poor performance. After sitting in value purgatory the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video we break down: --What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in [----]. -- The CEO all but confirmed they are designing the boot drive" [YouTube Link](https://youtube.com/watch?v=BwOvEmHeDhY) 2026-01-20T15:00Z 251K followers, [----] engagements "Quantum Stocks 2026: Who Survives the Cash Burn It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor we revisit that thesis to see how Google stacks up against pure play competitors like IonQ Rigetti D-Wave and Quantum Computing Inc. While Google shares gained 60% over the last twelve months we analyze if the dedicated quantum companies offered better returns or simply more volatility. We break down the latest updates on Google's Willow chip and the Quantum Echoes algorithm which" [YouTube Link](https://youtube.com/watch?v=D0y3ncMQpFc) 2025-12-29T15:00Z 251K followers, [----] engagements "TSMC (Taiwan Semiconductor Stock) Buys A New LCD Screen Fab For Advanced Chip Packaging Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Public. Check it out at https://public.com/csiA High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at" [YouTube Link](https://youtube.com/watch?v=EpJtJNsQPug) 2024-08-24T16:00Z 251K followers, [----] engagements "IonQ Buys SkyWater: The Birth of a Quantum Computing Giant Quantum computing is evolving fast and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video we break down why IonQ is moving away from the fabless model to become a "vertically integrated full-stack quantum platform". We analyze the pro forma financials the impact of SkyWaters recent Infineon Fab [--] acquisition and whether this new Quantum IDM justifies its high valuation. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership" [YouTube Link](https://youtube.com/watch?v=GvEwZFlu0jk) 2026-02-04T15:00Z 251K followers, 11.3K engagements "Top Robotics Stocks to Consider After the Latest Earnings Results Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Teslas Q1 dip a normal cycle downturn or the start of something bigger We explore key data points like vehicle deliveries energy revenue and Elon's political impact. Then we turn to Intuitive Surgicals solid performance procedure growth and how tariffs might affect its margins. Two" [YouTube Link](https://youtube.com/watch?v=HPzbaqeeunM) 2025-04-25T13:53Z 251K followers, [----] engagements "Did Applied Materials Deal A Blow To ASML's EUV Lithography Monopoly Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Applied Materials has released some exciting news regarding new chip manufacturing technology The new Centura Sculpta machine promises to make EUV lithography chip manufacturing even more efficient. Some investors fear this could be a blow to ASML Holding's hold on EUV equipment. But does this really" [YouTube Link](https://youtube.com/watch?v=LAKTU1u-CH0) 2023-03-10T13:22Z 251K followers, [----] engagements "Will This Top AI Stock Dominate Again In [----] Cadence Designs (CDNS Stock) Epic Closeout to [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in todays video the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics). They talk about Cadences impressive" [YouTube Link](https://youtube.com/watch?v=NJse8YwVRVU) 2024-02-15T17:05Z 251K followers, [----] engagements "Intels Multi-Year Turnaround: Why They Cant Make Enough Chips Intel has stabilized its balance sheet under CEO Lip-Bu Tan using cash from the U.S. government and Nvidia to reach free cash flow profitability. However achieving this required aggressive cuts to capital expenditures creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 [----] guidance as they simply cannot get enough product out the door. This struggle underscores the difficulty of the IDM model which requires" [YouTube Link](https://youtube.com/watch?v=VMRk94Qc1a4) 2026-01-28T15:01Z 251K followers, [----] engagements "Shift4 The Backdoor to Investing in Elon Musk's Starlink #investing #shift4 #starlink #elonmusk Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU We're back with our top stocks were personally buying in the month of September [----]. We have some old Chip Stock Investor favorites another buy into a recent bet on the lithium and EV market and a couple of new additions that we are really excited about. Check out our new" [YouTube Link](https://youtube.com/watch?v=W5rRgoHqaY8) 2023-09-13T14:03Z 251K followers, [----] engagements "Top [--] Autonomous Driving & Robot Stocks For [----] Automotive and robotics are converging in [----] and in this update we analyze the recovery trends and strategy for industry leaders Nvidia Qualcomm and Mobileye. We break down Nvidia's deeper push into automotive AI models despite its massive data center focus and examine Qualcomm's automotive segment which has now grown to nearly 10% of its total revenue. The major spotlight however is on Mobileye's surprise $900 million acquisition of Mentee Robotics a move that leverages their $1.7 billion cash pile to expand from autonomous driving" [YouTube Link](https://youtube.com/watch?v=XN12TPoKnZo) 2026-01-11T15:01Z 251K followers, 22.9K engagements "CSI Clips What Happened to Marvell Technology (MRVL Stock) Reasons For Fresh Optimism It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell And what has happened in the last year that could pave the way for better stock returns for MRVL investors Nick and Kasey discuss recent events and Marvell's growth in AI and data center infrastructure. Sign Up For Our Newsletter:" [YouTube Link](https://youtube.com/watch?v=ekQX_9NeM4s) 2025-06-10T22:00Z 251K followers, [----] engagements "Better Than NVIDIA Why Memory Shortages are Sending Sandisk (SNDK) to the Moon We analyze Sandisk's remarkable NVIDIA moment marked by a 1000% stock price increase over the past year. Following its [----] spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through [----] Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quartera 170% year-over-year increase. This growth is fueled by powerful" [YouTube Link](https://youtube.com/watch?v=i9izbf4QQiM) 2026-02-07T15:01Z 251K followers, 11.6K engagements "One Small Chip Company Eating Intel and AMDs Market Share: Lattice Semiconductor (LSCC) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market gaining market share with its Nexus and Avant lines. Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ 🛜: https://www.chipstockinvestor.com Listen🎧:" [YouTube Link](https://youtube.com/watch?v=iClhdMcGKZY) 2024-05-03T15:08Z 251K followers, 13.8K engagements "Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy Is it too late to buy the "Nvidia of Networking" Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear with Lumentum up nearly 600% in the last year. Today we break down why the AI data center build-out is shifting toward optical and silicon photonicsand which of these two companies is the better long-term play for your portfolio. In this video we cover: -- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together. -- Financial Deep Dive: Why Lumentums operating margins are" [YouTube Link](https://youtube.com/watch?v=iac0R3c9zDM) 2026-02-09T15:01Z 251K followers, [----] engagements "CSI Clips PANW + CyberArk: Is It A Buy 🚨 Palo Alto Networks is spending billions on acquisitions (CyberArk) while the cybersecurity market hits $215B. We analyze if the stock is still a buy at these levels or if it's too expensive. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form 🎧:" [YouTube Link](https://youtube.com/watch?v=jDrww9kJlFA) 2025-12-09T15:01Z 251K followers, [----] engagements "Fortinet: Still A Top Cybersecurity Investment For [----] (FTNT Stock Analysis) Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in [----]. In this episode of Chip Stock Investor Nick and Kasey discuss what Fortinet is working on in cybersecurity including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership:" [YouTube Link](https://youtube.com/watch?v=jRQiTww4Dkw) 2025-05-19T12:34Z 251K followers, [----] engagements "indie Semiconductor vs Aehr Test Systems -- Which Automotive Chip Stock Is The Better Buy Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU In this short our resident Chip Stock Investor Nick tells us which stock is the better buy-- indie Semiconductor (INDI) or Aehr Test Systems (AEHR). #indiesemiconductor #INDI #aehrtestsystems #autmotive #electricvehicle #financeeducation #semiconductormanufacturing #ai" [YouTube Link](https://youtube.com/watch?v=k-LNfImG4Gs) 2023-07-13T08:26Z 251K followers, [----] engagements "Broadcom vs Qualcomm -- Which Of These Two Semiconductor Stock Favorites Should You Choose Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU In this short Nick has to choose between of our favorite semiconductor stocks. Broadcom and Qualcomm. Which will he choose #broadcom #qualcomm #networkcomputing #fabless #chipfabricator #datacenters #enterprisecomputing #artificialintelligence #ai #financeeducation #chipstocks" [YouTube Link](https://youtube.com/watch?v=k1pp88PYzk4) 2023-07-13T08:34Z 251K followers, 12.7K engagements "2 Ultimate Semiconductor Stocks to Profit From the Growth of AI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU You may not know about these two semiconductor industry companies Cadence Design Systems ($CDNS) and Synopsis ($SNPS) but you really should. Synopsis and Cadence are electronic design automation or EDA companies that focus on silicon chip design intellectual property and software that is used for designing" [YouTube Link](https://youtube.com/watch?v=lCcp20mBGbo) 2023-02-20T13:24Z 251K followers, [----] engagements "Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals) While investors have been piling into Nvidia and AI infrastructure the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear That AI will disrupt legacy software. The reality A circular reasoning trap that has crushed valuations and created potential opportunities for patient investors. In this episode we analyze the current state of the software market using Adobe (ADBE) and Monday.com (MNDY) as prime examples. We discuss why the "R&D Holiday" of the 2010s is officially over why profit margins are" [YouTube Link](https://youtube.com/watch?v=mosYh__o6zo) 2025-11-28T16:01Z 251K followers, [----] engagements "Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges including reduced revenue from China issues with a major foundry customer and the restructuring of their global headcount. Finally Nick and Kasey talk about the importance of owning a basket" [YouTube Link](https://youtube.com/watch?v=msBkxI0CloQ) 2025-09-12T15:01Z 251K followers, [----] engagements "Netskope (NTSK) Stock Analysis: What Investors Need to Know Netskope a competitor in cloud security and SASE has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30% there are several critical risks potential investors must consider. In this analysis we run Netskope through our investing framework to uncover the opportunities and the red flags. We'll explore its innovative SASE platform the ongoing "Browser Wars" in the AI era and the complicated legal battles and shareholder structure lurking" [YouTube Link](https://youtube.com/watch?v=nUQwJkbj1Mo) 2025-09-30T15:01Z 251K followers, [----] engagements "Why Synopsys (SNPS) is the Secret Weapon Behind the Semiconductor Industry's Best Chips Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form In this episode of Chip Stock Investor we dive into the influential role of Synopsys (SNPS) in the semiconductor industry. We discuss the company's leadership in electronic design automation (EDA) software intellectual property (IP) and chip patents and the ongoing consolidation in the market. With insights on recent mergers financial performance and Synopsys' crucial position in data center designs we explore why" [YouTube Link](https://youtube.com/watch?v=vAhAtFAd8r8) 2024-06-02T16:00Z 251K followers, 14.2K engagements "CSI Clips Intels Multi-Year Turnaround: Why They Cant Make Enough Chips Intel has stabilized its balance sheet under CEO Lip-Bu Tan using cash from the U.S. government and Nvidia to reach free cash flow profitability. However achieving this required aggressive cuts to capital expenditures creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 [----] guidance as they simply cannot get enough product out the door. This struggle underscores the difficulty of the IDM model which" [YouTube Link](https://youtube.com/watch?v=0OO2W_gD_6A) 2026-02-10T15:00Z 251K followers, [----] engagements "PANW Stock: Palo Alto Networks' Strategic AI Investments In this episode of Chip Stock Investor we explore how AI and accelerated computing are transforming the cybersecurity landscape particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ 🛜: https://www.chipstockinvestor.com 🎧:" [YouTube Link](https://youtube.com/watch?v=0cGh0JGTnUs) 2025-05-26T16:11Z 251K followers, [----] engagements "Lattice & FPGA Market Dynamics after Intel's Altera Move Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor we discuss the sale of Intel's Altera and what that means for FPGA pure play Lattice Semiconductor. We explore the implications for Lattice analyze their current valuation metrics and discuss potential" [YouTube Link](https://youtube.com/watch?v=0xmRN_LXHmQ) 2025-05-10T15:00Z 251K followers, [----] engagements "The Trade Desk Flops -- Is the Company In Trouble Time to Buy TTD Stock In [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble What happened Is it time to buy the dip Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong and what they're doing to get the growth story back on track. They also explain why they're" [YouTube Link](https://youtube.com/watch?v=5WVzA5T4Rrg) 2025-03-03T17:43Z 251K followers, 13.5K engagements "Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2 and what's expected the second half of [----] Chip Stock Investors Nick and Kasey weigh in and why they are happy to own TSM stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor" [YouTube Link](https://youtube.com/watch?v=5mplRQyFppc) 2025-07-21T12:50Z 251K followers, 14.3K engagements "CSI Clips What Happened To Applied Materials AMAT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT) one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry analyze the performance of AMAT's" [YouTube Link](https://youtube.com/watch?v=74Bg_QDlU5U) 2025-08-20T15:00Z 251K followers, [----] engagements "The Boring Data Center Growth Stock You NEED to Know For [----] Amphenol (APH) Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Chip Stock Investor analyzes Amphenol (APH) a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financial discipline making it a" [YouTube Link](https://youtube.com/watch?v=9YK3Zz57ZZo) 2025-02-01T16:00Z 251K followers, 11.4K engagements "Palo Alto Networks Is Spending Billions On AI -- Will It Pay Off (PANW Stock Analysis) Is it time to look past the AI bubble and focus on the infrastructure actually securing it Today were pivoting to a top secular growth trend: Cybersecurity. With the industry projected to grow 12% annually and hit $215 billion in spending by [----] Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategyincluding the purchase of Chronosphere and the pending CyberArk dealand what this means for their entry into the cloud observability market against" [YouTube Link](https://youtube.com/watch?v=AJa2l1WQWJQ) 2025-11-25T14:21Z 251K followers, [----] engagements "What Happened to Marvell Technology (MRVL Stock) Reasons For Fresh Optimism Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell And what has happened in the last year that could pave the way for better stock returns for MRVL investors Nick and Kasey discuss recent events and Marvell's growth in AI and data center" [YouTube Link](https://youtube.com/watch?v=CmWO9TO4TWk) 2025-06-10T16:46Z 251K followers, 12.9K engagements "Want to Invest In Elon Musks SpaceX [--] Small-Cap Stock to Get Growth From Satellite Internet Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Public. Check it out at https://public.com/csi Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink And is now really a good time to invest in the crowded digital payments acceptance space Chip Stock Investor explains in this video and why Shift4 remains one of their favorite small-cap" [YouTube Link](https://youtube.com/watch?v=DD1B-JaKYSg) 2024-09-01T15:00Z 251K followers, [----] engagements "CSI Clips Why Did Astera Labs Credo Technology and Other Hot Stocks "Crash" Check out last week's video on ANET AVGO & Nvidia: https://youtu.be/FYBaX9tqWAA Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the dropincluding new product announcements from competitors like Broadcom and Nvidiaand explain the more fundamental reason for the recent volatility: statistics and a hefty valuation. Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that" [YouTube Link](https://youtube.com/watch?v=DQ-Yh2raEQg) 2025-10-24T08:06Z 251K followers, [----] engagements "TSMC vs. Amkor vs. Aehr: Which Chip Stock Wins in [----] 🏆📉 Were going back to our roots with some old-school supply chain analysis 🏭 We break down the set it and forget it safety of TSMC (TSM) the recent rip higher in Amkor (AMKR) and why Aehr Test Systems (AEHR) might be waving a yellow flag for investors. 🚩 Watch the full breakdown here: https://youtu.be/N28rwr7AxTU #ChipStockInvestor #Semiconductors #Investing #TSMC #Amkor #Aehr #StockMarket" [YouTube Link](https://youtube.com/watch?v=E4j9aY9U6Bs) 2026-01-21T15:11Z 251K followers, [----] engagements "Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS) Rambus (RMBS) has historically been known as an IP and patent powerhousebut in [----] the story has changed. With a massive memory chip shortage driving demand Rambus is pivoting hard into becoming a fabless chip designer of memory interfaces. In this video Nick and Kasey break down exactly how Rambus fits into the electronics manufacturing supply chain today. We analyze their transition from pure licensing to selling their own silicon (like memory interface chips for DDR5 and HBM) review their latest Q3 [----] financials" [YouTube Link](https://youtube.com/watch?v=EjI6njJIDCU) 2026-01-22T15:00Z 251K followers, [----] engagements "Buy This AI Stock NOW ServiceNow Analysis Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Is ServiceNow (NOW) stock a buy now Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years including with its partnership with Nvidia (NVDA) in building enterprise AI software. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your" [YouTube Link](https://youtube.com/watch?v=EkIy2KaWA3Y) 2025-04-02T11:33Z 251K followers, [----] engagements "Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor hosts Nick and Kasey provide an update on Unity Software. Key points include the significant developments in Unity's Grow Solutions segment the launch of their AI-powered advertising platform Vector and the company's overall financial health. We also discuss the" [YouTube Link](https://youtube.com/watch?v=ElHL2UO9PcQ) 2025-08-25T15:00Z 251K followers, [----] engagements "The Future of AI Data Center Storage PureStorage (PSTG) After the 40% Crash Looks Tempting Again Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of [----]. Shares are up significantly on the year but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now Is the AI data center boom still coming for PureStorage This and more in this important investing update. Join" [YouTube Link](https://youtube.com/watch?v=Fn0OgOH96Pc) 2024-09-19T11:49Z 251K followers, [----] engagements "Top AI Data Center Cooling Stock the Next Super Micro Computer" to Buy Now Vertiv (VRT) Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Data center AI servers like the powerful systems Nvidia (NVDA) is developing are creating some new engineering problems that need to be solved. Two of them are higher power delivery and keeping computing systems cool so they perform at optimum levels. Nvidia has called out Vertiv (VRT) by name as a key engineering and supply chain partner. The stock has soared in [----] but is it a buy Chip Stock Investor runs" [YouTube Link](https://youtube.com/watch?v=G9og8DWE2hs) 2024-05-15T14:26Z 251K followers, 44.5K engagements "Is Salesforce Stock Too Cheap To Ignore (CRM Stock Analysis) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Salesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet revenue segments and quarterly results. Despite some stagnation in traditional business areas Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on Salesforce's financials and future" [YouTube Link](https://youtube.com/watch?v=ISAsm4JfNCs) 2025-09-05T15:00Z 251K followers, 12.5K engagements "Projecting 2025: The Industrial Impact on Semiconductor Manufacturing Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com 🎧:" [YouTube Link](https://youtube.com/watch?v=IvmR0YCheUw) 2024-10-24T14:24Z 251K followers, [----] engagements "Lam Research Stock: Next Wave of Memory Chip Demand Incoming Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Lam Research (LRCX) earnings are in Were the results a win a loss or just as expected Chip Stock Investors Nick and Kasey break down the report analyzing key takeaways for investors. We'll delve into Lam's financial health growth potential within the semiconductor industry and whether it's poised for success before the next semiconductor memory chip growth cycle. Get the insights you need to make informed decisions about Lam Research stock" [YouTube Link](https://youtube.com/watch?v=Jg0zd2ezVdk) 2024-04-26T15:00Z 251K followers, 10.2K engagements "The Best Memory Stocks For 2026: How To Play the Memory Shortage Memory shortages are all the rage in [----]. How should you play the AI data center supply crunch We discussed this back in [----] and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble or just a normal cyclical growth cycle In this video we break down the entire memory hierarchyfrom ultra-fast on-chip SRAM to HBM and long-term storageand give you the basket of companies to watch for each layer. We also discuss why Pure Storage is our top bet for secondary storage" [YouTube Link](https://youtube.com/watch?v=JxpoNjBCmDk) 2026-01-15T15:00Z 251K followers, 34.3K engagements "1 Top AI Stock That Could Be the Best Buy And Hold For the Next [--] Years Intuitive Surgical (ISRG) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors Nick and Kasey circle back to one of their top holdings and their largest healthcare technology stock holding Intuitive Surgical. The company has posted surprisingly good earnings so far in [----] and could have many years of growth still ahead of it and" [YouTube Link](https://youtube.com/watch?v=KNdU1dp9xVU) 2023-07-24T19:47Z 251K followers, [----] engagements "Buy Supermicro SMCI Stock On Fire Sale Or Is It A Trap Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor SMCI has been absolutely clobbered. Don't say we didn't warn you. Here is a follow-up to a question on recent Supermicro Computer developments. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your" [YouTube Link](https://youtube.com/watch?v=KQ8i9zx01JI) 2024-11-08T17:00Z 251K followers, [----] engagements "The Chip Manufacturing Bull Market Is Back Time to Buy the Dip (KLAC) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form 🔥🔥Up to [--] free stocks on Moomoo Start trading here with our special link: https://j.moomoo.com/018m5C KLA Corp is part of the "Fab 5" critical manufacturing equipment providers for the semiconductor industry. KLA will play an important role if global chip sales are to reach $1 trillion by [----]. The company is poised for significant growth with new chip fabs nearing completion. Chip Stock Investor discusses recent financials" [YouTube Link](https://youtube.com/watch?v=KrAHyM6TxVo) 2024-07-26T19:50Z 251K followers, [----] engagements "How to Profit from the Semiconductor Manufacturing Equipment Industry Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors is finally ready to debut its new research tool: the semiconductor manufacturing equipment index. To get access to the sheet watch the video and click on the Google form link and fill out the required information. The link will be provided after you hit 'Submit.' This index is" [YouTube Link](https://youtube.com/watch?v=MrP_1skdkHQ) 2023-06-09T11:01Z 251K followers, [----] engagements "Top Chip Stock Picks SOXX and SMH ETFs and Portfolio Allocation Join Nick and Kasey from Chip Stock Investor as we celebrate three years of analyzing the semiconductor market In this special video we review our journey reflect on the performance of key chip stocks like NVIDIA AMD Qualcomm Broadcom and ASML since our early recommendations and discuss optimal portfolio allocation strategies for secular growth trends. We also compare the performance of semiconductor ETFs (SOXX and SMH) against a hand-picked index revealing why a selective approach can lead to significantly higher returns." [YouTube Link](https://youtube.com/watch?v=OoQ3k63dg5k) 2025-09-18T15:00Z 251K followers, [----] engagements "The $2 Trillion Data Center Opportunity: Nvidia (NVDA Stock) VS Arista Networks (ANET Stock) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However concerns remain among many investors that Nvidia's ascendence is bad news" [YouTube Link](https://youtube.com/watch?v=OuMuLBVcb84) 2024-11-23T16:00Z 251K followers, 20.6K engagements "Analyst Claims Nvidia Cutting Ties With Monolithic Power Systems (MPWR Stock) -- Time To Sell Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get the inside scoop on Monolithic Power (MPWR) 📈📉 This clip from our weekly Semiconductor Insiders Q&A discussed the recent stock price drop for Monolithic Power Systems (MPWR). Join our membership for weekly live analysis and exclusive insights: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your" [YouTube Link](https://youtube.com/watch?v=PosU2GWTd7E) 2024-11-20T14:01Z 251K followers, [----] engagements "Cadence Design Systems Has Been Part Of AI All Along #stocks #semiconductorstocks #ai #investing Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love Level up your investing experience with our Membership Join the party in our private Discord channel where you can geek out with fellow fans chat directly with us and forge epic" [YouTube Link](https://youtube.com/watch?v=Q4-X3Gg51jg) 2024-02-19T10:33Z 251K followers, [----] engagements "SOLD OUT: Why Data Centers are Buying Every Seagate HDD Through [----] (STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline Q2 [----] highlights show a 22% year-over-year revenue jump and the highest free cash flow in [--] years. In this video we dive into the HAMR time transition the Exos Mozaic 3+ platforms and why supply is already booked through [----]. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here:" [YouTube Link](https://youtube.com/watch?v=UuvKKVRmohA) 2026-02-02T15:00Z 251K followers, [----] engagements "Skyworks Solutions Is More Than Just A 5G Snartphone Semiconductor Stock $SWKS #investing #stocks Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU #semiconductor #semiconductors #investing #finance #stocks #skyworkssolutions #5g #smartphone #technology" [YouTube Link](https://youtube.com/watch?v=VDGb3_-mTTo) 2022-12-23T03:36Z 251K followers, [---] engagements "Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America primarily in e-commerce (Shopee) digital finance (Monee) and digital entertainment (Garena). The company has successfully flipped to GAAP profitability showing a stunning operational turnaround. In Q2 [----] GAAP Operating Income hit $488 million up significantly from the prior year. Crucially the Garena gaming platform featuring the wildly popular game Free Fire is the main earnings driver contributing 44% of adjusted" [YouTube Link](https://youtube.com/watch?v=VrSM_MHGZ3g) 2025-10-06T14:12Z 251K followers, [----] engagements "The Challenge for Fortinet in a High-Growth Cybersecurity Industry #fortinet #cybersecurity #stocks Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love Level up your investing experience with our Membership Join the party in our private Discord channel where you can geek out with fellow fans chat directly with us and forge epic" [YouTube Link](https://youtube.com/watch?v=ZB7UgGuApP4) 2024-02-08T16:30Z 251K followers, [----] engagements "Huawei's EUV Patent Is Big News. Should ASML Stock Investors Be Worried Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU #investing #financeeducation #chipstocks #semiconductor #stocks #huawei #asml #appliedmaterials" [YouTube Link](https://youtube.com/watch?v=ZHi9M14oRyk) 2022-12-27T13:00Z 251K followers, 12.4K engagements "ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ ASML stock had a "rough" week after Q2 [----] earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise ASML is going to be just fine. Chip Stock Investor explains the critical data points you need to know in this mid-year [----] update. Join us on Discord with Semiconductor Insider sign up" [YouTube Link](https://youtube.com/watch?v=_L_SgtQqQAo) 2025-07-19T10:50Z 251K followers, 16.6K engagements "Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next [--] Years Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Will Applied Materials stock signal massive AI growth for the next [--] years Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term. This video is sponsored by Public. Check it out at https://public.com/csiA High-Yield Cash Account is a secondary brokerage" [YouTube Link](https://youtube.com/watch?v=aQxIqkwyRvA) 2024-08-19T20:16Z 251K followers, 14K engagements "Robotics Long-Term Investment: Cheap Semiconductor Stock Pick (Not Nvidia) For [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec [--] [----]. After that get 15% off with our link☝ ) Investors want to know about long-term investing in robotics stocks and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course at Chip Stock Investor we always default to established semiconductor" [YouTube Link](https://youtube.com/watch?v=d4Cg250LRhg) 2024-12-02T12:34Z 251K followers, 17.2K engagements "ASMLs [----] Outlook Blunder Gets A Bailout Thanks Lam Research (LRCX Stock) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Investors were disappointed with ASML's early downgrade on [----] growth guidance but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 [----] was another great quarter for Lam. Semiconductor manufacturing is growing in complexity and Lam provides a lot of new equipment innovation that could propel it higher in [----]. Chip Stock Investor discusses one of these advancements in memory chips: The transition from" [YouTube Link](https://youtube.com/watch?v=ddUDQxynR_Q) 2024-10-25T10:32Z 251K followers, 17.6K engagements "Value Chip Stock [----] to Buy Now Lam Research (LRCX) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for [----] Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The" [YouTube Link](https://youtube.com/watch?v=etCvFHoIAPw) 2025-02-12T17:42Z 251K followers, [----] engagements "Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Time for a Rocket Lab (RKLB stock) update after the Q1 [----] earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in [----] and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stock-buy-the-dip-before-liftoff/ Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get" [YouTube Link](https://youtube.com/watch?v=fqv5ebDC2WU) 2025-05-14T10:14Z 251K followers, 12.1K engagements "Is Linde (LIN) A Better Buy Than Air Products (APD) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Check out the full length video here: https://youtu.be/F_YukCX7O40 #albemarle #sqm #airproducts #linde #wolfspeed #onsemiconductor #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #semiconductor #semiconductors #stockmarket #chipstockinvestor #chipmanufacturing" [YouTube Link](https://youtube.com/watch?v=gEP_i4fWI_4) 2023-05-11T13:46Z 251K followers, [----] engagements "Nvidia Picks the Next Big Winner In Enterprise Software and QuantumComputing Nvidia has just announced a $2 billion purchase of Synopsys stock tightening the relationship between the AI hardware giant and the leading Electronic Design Automation (EDA) company. In this video we break down why Nvidia is betting big on its upstream partner and what this means for the future of the semiconductor supply chain. We explore the strategic reasoning behind the deal including the acceleration of chip design using Nvidia CUDA libraries and the expansion of Digital Twin technology for factory and" [YouTube Link](https://youtube.com/watch?v=gNh9s4uzEuo) 2025-12-02T15:01Z 251K followers, [----] engagements "Buy & Hold For [--] Years Arista Networks (ANET Stock) and Its Top Spot In A New $2 Trillion AI Market Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Arista Networks (ANET stock) has been an incredible investment in the decade since the IPO. Is it still a great buy and hold for the next five years Chip Stock Investor discusses Arista's place in the modern AI data center how Nvidia" [YouTube Link](https://youtube.com/watch?v=gyfRB8E0p6o) 2024-11-25T13:14Z 251K followers, 22.6K engagements "OUSTER -- Physical AI Is Using LiDAR -- [--] Chip Design Stock Leading the Pack -- OUST Stock Analysis Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ LiDAR stocks have been heating up as the promise of "physical AI" Robotaxis humanoid robotics and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST) a bit about how LiDAR works Ouster's history via merger with Velodyne and current cash burn issues. They discuss the price-to-sales ratio and quick valuation trick using P/S by pretending what OUST's valuation" [YouTube Link](https://youtube.com/watch?v=hwH1IUjqSFw) 2025-06-06T14:40Z 251K followers, 10.4K engagements "How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock) (KLAC & ONTO) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and when). How do we sift through all the public companies out there In this video Nick explains his investment process and" [YouTube Link](https://youtube.com/watch?v=iMhmseQ_t6A) 2023-06-28T18:19Z 251K followers, [----] engagements "Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Monolithic Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins. Join us on Discord with Semiconductor Insider sign" [YouTube Link](https://youtube.com/watch?v=iZ8gSlzYHDs) 2025-07-11T13:01Z 251K followers, 10.3K engagements "Is Our Forever Healthcare Stock Too Expensive ISRG [----] Review Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Our "forever healthcare stock" Intuitive Surgical had a great [----]. Is it too late to buy in [----] Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot why the stock always seems expensive but why it" [YouTube Link](https://youtube.com/watch?v=jiSJZPdnp48) 2025-02-10T16:50Z 251K followers, [----] engagements "GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis) In this research update we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story shifting its focus from primarily revenue growth to accelerated profit margin expansion. The full ownership of Prolec a key supplier of transformers is immediately accretive to adjusted EBITDA beginning in [----]. Critically the acquisition removes a non-compete clause that" [YouTube Link](https://youtube.com/watch?v=koTkGUZrlcE) 2025-10-23T15:16Z 251K followers, [----] engagements "Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom Is the semiconductor downcycle finally over for the auto and industrial markets While everyone is focused on AI data center infrastructure and the memory market we are continuing to look for actual value in the market. In this video we break down the latest signal from Microchip Technology (MCHP) that suggests the bottom is finally in for [----] in the auto and industrial end market. We analyze MCHPs recent guidance raise on January 5th the return of CEO Steve Sanghi and the critical inventory metrics that every" [YouTube Link](https://youtube.com/watch?v=m0CLOE_PJE0) 2026-01-17T15:01Z 251K followers, 10.2K engagements "Pure Storage -- Should You Buy The Dip Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription software and storage hardware paired with a new supply deal with Meta" [YouTube Link](https://youtube.com/watch?v=pUIVSmf-8AI) 2025-03-11T12:57Z 251K followers, [----] engagements "Enphase ENPH Stock's Growth Challenges: Navigating A Slow Solar Power Market Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get the inside scoop on Enphase 📈📉 This clip from our weekly Semiconductor Insiders Q&A breaks down why ENPH stock is dropping. Join our membership for weekly live analysis and exclusive insights: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for" [YouTube Link](https://youtube.com/watch?v=stWOx3JtdA8) 2024-11-19T16:30Z 251K followers, [----] engagements "AIs Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Wall Street is starting to fret about the AI bubble as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (CDNS) one of the leaders in electronic design automation (EDA) used for semiconductors computing systems automobiles and all sorts of" [YouTube Link](https://youtube.com/watch?v=tYS42UMYWew) 2024-04-23T12:51Z 251K followers, [----] engagements "Soaring Small Cap Stocks to Buy Now Skywater Technology (SKYT) and ACM Research (ACMR) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Small cap stock investing can be hard. But so far in [----] a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them. In this episode Chip Stock Investors Nick and Kasey delve into the business models for these small" [YouTube Link](https://youtube.com/watch?v=tc0SGEXPIdw) 2024-03-04T17:58Z 251K followers, 17.9K engagements "XPUs VS GPUs: Will Broadcom Overtake Nvidia (AVGO & NVDA Stock Analysis) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor looks once again into the buzz surrounding Broadcom's XPUs and whether they pose a real threat to NVIDIA's GPUs. We'll clarify the differences between XPUs (application-specific integrated circuits) and NVIDIA's more general-purpose GPUs discussing Broadcom's growing revenue segments" [YouTube Link](https://youtube.com/watch?v=u7D_Q9nBOos) 2025-09-08T14:13Z 251K followers, 21.8K engagements "New Era For Memory Chips What You Need to Know About SK hynix Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Finchat.io: Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Is SK hynix a good stock to buy now Chip Stock Investor analyzes SK hynix the leading provider of high bandwidth memory (HBM) crucial for AI accelerated computing and data center and cloud" [YouTube Link](https://youtube.com/watch?v=uWTD2q5Fn80) 2025-01-30T16:01Z 251K followers, [----] engagements "Is Arista Networks (ANET) Doomed Stock Downgraded Due To Nvidia AI Products Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET) emphasizing the importance of a moderate viewpoint in evaluating businesses. The downgrade which shifted Arista from a 'buy' to a 'sell' due to Nvidia's (NVDA) rising competition spurred a discussion on the essential technologies of Ethernet and InfiniBand their roles in data centers and AI and how these technologies impact" [YouTube Link](https://youtube.com/watch?v=wLQzaelC5PA) 2024-04-15T14:48Z 251K followers, 15.6K engagements "Top AI Data Center Stock [----] Is PureStorage (PSTG) Stock Still a Buy Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Pure Storage (PSTG) known for its all-flash storage solutions has shown notable growth this year. Thank AI in part but also due to its successful subscription-based data center storage model. Despite a slight revenue miss for fiscal year [----] the company's subscription-based revenues and higher profit margins signal strong future potential in the years ahead. Nick and Kaseys discussion also covers Pure Storage's role in AI and data" [YouTube Link](https://youtube.com/watch?v=wjwfbhUVarE) 2024-04-01T16:29Z 251K followers, 11K engagements "Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis) Lam Research (LRCX) just released its September [----] quarter earnings. Can the wafer fab equipment leader sustain its run We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year [----]. Management expects demand from other regions (U.S. Taiwan Korea) to offset these restrictions. Foundry led by TSMC and other chip fabs drove 60% of sales. Rising NAND demand is a key long-term tailwind." [YouTube Link](https://youtube.com/watch?v=xMox47uY6j8) 2025-10-25T16:01Z 251K followers, [----] engagements "What Happened To Applied Materials AMAT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT) one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry analyze the performance of AMAT's various" [YouTube Link](https://youtube.com/watch?v=0bPDY0oyB5I) 2025-08-18T15:41Z 251K followers, 12.6K engagements "Teslas $20B Pivot: A New Risk for the Semiconductor Supply Chain (TSLA) Tesla is embarking on a shift in business operations and the implications for the semiconductor industry could be significant. In this video we examine Teslas [----] capital expenditure (CapEx) outlook through the lens of operating leverage. With a projected $20 billion in CapEx for 2026not including the proposed TeraFab Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia Qualcomm and Micron" [YouTube Link](https://youtube.com/watch?v=9BUo5hnruao) 2026-02-11T15:00Z 251K followers, [----] engagements "Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings Ouster (OUST) is a small-cap player in LIDAR aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 [----] earnings we dive into the financials to see if this "prove it" stock is a buy the dip candidate. We analyze the company's supply chain key customers like Serve Robotics and break down Ouster's progress toward its long-term financial goals for revenue growth gross margins and operating expenses. While Q3 showed strong revenue acceleration a look at free cash flow and the dilutive effect of" [YouTube Link](https://youtube.com/watch?v=N-dXGsaWv5E) 2025-11-07T16:00Z 251K followers, [----] engagements "The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis) Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Nebius is a newcomer in the AI data center race but there's a multi-decade history that pre-dates Nebius arriving on the scene in [----]. Chip Stock Investors Nick and Kasey discuss where Nebius came from what it does and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips. Sign Up For Our Newsletter:" [YouTube Link](https://youtube.com/watch?v=PnxAXjP9cQ4) 2025-05-22T14:43Z 251K followers, 17.1K engagements "What Happened to Fortinet FTNT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Fortinet stock got clobbered following its Q2 [----] earnings update. What happened Chip Stock Investor discusses Fortinet's investment into data centers and how that warrants a re-rate of the valuation for now and whether the company's prospects are still good in the important cybersecurity industry. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter:" [YouTube Link](https://youtube.com/watch?v=PydRevgJZMw) 2025-08-11T14:21Z 251K followers, 18.4K engagements "🚀 Rambus: From Patent Trolls to Fabless Powerhouse Forget what you knew about #Rambus (RMBS). Theyve shed the pure licensing label and are now a top-tier fabless chip designer. By designing their own High Bandwidth Memory (HBM) interfaces theyre capturing more value in the AI data center than ever before. Product revenue is now hitting record highs proving the pivot is working. #Rambus #Fabless #HBM #AIInfrastructure #StockMarket2026" [YouTube Link](https://youtube.com/watch?v=XWMms6zLTFI) 2026-01-29T15:11Z 251K followers, [----] engagements "The TRUTH About Data Center AI Inference: AMD ALAB ANET Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Investors are excited about the prospects for AI inference and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market There are actually other candidates like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And of course a big data center" [YouTube Link](https://youtube.com/watch?v=bP04Foj8nic) 2025-08-07T17:38Z 251K followers, 17.4K engagements "Pure Storage Revenue is Up But Investors Are Spooked (Here is Why) Pure Storage just beat earnings guidance but the market seems nervous about their new hyperscaler customer strategy In this video we break down Pure Storages (PSTG) fiscal Q3 [----] earnings. The headline numbers look great with 16% revenue growth but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins. We analyze the software licensing model the global shortage of NAND flash memory and why the new $400 million buyback program. Join us on Discord with Semiconductor" [YouTube Link](https://youtube.com/watch?v=ysyZ8doinEo) 2025-12-23T15:02Z 251K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@chipstockinvestor Chip Stock Investor
Chip Stock Investor posts on YouTube about investment, stocks, ai, finance the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance 100% stocks 80.67% technology brands 50.42% countries 10.08% currencies 2.52% automotive brands 2.52% celebrities 2.52% events 0.84%
Social topic influence investment #3815, stocks #3752, ai 84.87%, finance #3789, education 39.5%, artificial intelligence #1064, market 18.49%, $nvda #2271, asml #168, $lrcx 5.88%
Top accounts mentioned or mentioned by @semiconductorinvesting @chipstockinvestorsubconfirmation1
Top assets mentioned NVIDIA Corp. (NVDA) Lam Research Corporation (LRCX) Broadcom, Inc. (AVGO) Applied Materials, Inc. (AMAT) Astera Labs, Inc. (ALAB) Arista Networks Inc (ANET) Synopsys, Inc. (SNPS) Palo Alto Networks Inc (PANW) ServiceNow Inc (NOW) QUALCOMM, Inc. (QCOM) IonQ, Inc. (IONQ) SkyWater Technology, Inc. (SKYT) Tesla, Inc. (TSLA) Intuitive Surgical, Inc. (ISRG) Fortinet Inc (FTNT) Amkor Technology Inc (AMKR) Sea Limited (SE) Amphenol Corporation (APH) Lumentum Holdings Inc. Common Stock (LITE) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Rambus Inc (RMBS) ON Semiconductor, Corp. (ON) KLA Corp (KLAC) AppLovin Corporation (APP) Symbotic Inc. Class A Common Stock (SYM) Oracle Corporation (ORCL) Netflix Inc (NFLX) Nokia Corporation (NOK) Analog Devices, Inc. (ADI) Quantum Computing Inc. (QUBT) Lattice Semiconductor Corp (LSCC) Fabrinet (FN) Zscaler Inc (ZS)
Top Social Posts
Top posts by engagements in the last [--] hours
"TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for [----] CSI is analyzing the semiconductor manufacturing supply chain: TSMC Amkor and Aehr Test Systems. Time to go back to our roots In this episode were breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now. We are comparing three major players: the industry titan TSMC the packaging specialist Amkor and the small-cap testing favorite Aehr Test Systems. While Amkor has ripped higher recently and Aehr is a volatile favorite among traders the data might surprise you"
YouTube Link 2026-01-13T15:00Z 251K followers, [----] engagements
"Would You Rather Buy Applied Materials (AMAT) or ASML Stock #ASML #AMAT #stocks #semiconductor Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form If you want your questions answered live on our weekly Q&A join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your data might be lurking:"
YouTube Link 2024-11-13T22:01Z 251K followers, [----] engagements
"A Pure-Play Bet On Nvidia Blackwell Growth Astera Labs (ALAB) Deep Dive Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO it's time for Chip Stock Investor to do a deep dive into this"
YouTube Link 2024-09-12T09:58Z 251K followers, 26.3K engagements
"Software Apocalypse or Opportunity Interview with Braden Dennis CO-Founder and CEO of Fiscal.ai Is AI eating the software industry or is it just making it more powerful In this episode we sit down with Braden Dennis CEO and co-founder of Fiscal.ai to discuss the shift happening in enterprise SaaS. If you've watched our videos you know we use Fiscal's charts every single day to analyze the markets so it was great to get Bradens perspective on where the industry is headed. We dive deep into the software apocalypse narrative and whether its based in reality or just a market overreaction. Braden"
YouTube Link 2026-02-13T15:00Z 251K followers, [----] engagements
"Why Did Astera Labs Credo Technology and Other Hot Stocks "Crash" Check out last week's video on ANET AVGO & Nvidia: https://youtu.be/FYBaX9tqWAA Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the dropincluding new product announcements from competitors like Broadcom and Nvidiaand explain the more fundamental reason for the recent volatility: statistics and a hefty valuation. Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that recovers and"
YouTube Link 2025-10-20T16:58Z 251K followers, 12.3K engagements
"AppLovin: Digital Ads Are AI's Most Profitable Use Case Q3 [----] Earnings Is the most profitable use of AI in [----] generating videos of kittens trading stocks Not quite. The digital advertising industry still reigns supreme as the best use of AI and AppLovin stands out as a key player. This episode dives deep into AppLovin's recent financial performance the SEC probe and their exciting new ventures into e-commerce with a self-serve ads platform. We'll also cover their Q3 [----] earnings growth rates free cash flow and future prospects. Plus a sneak peek into our new Chip Stock Investor web app."
YouTube Link 2025-11-10T15:46Z 251K followers, [----] engagements
"NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition We break down what Spectrum X isNVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology Quantum X InfiniBand. Discover the powerful counter-narrative: the strong partnership"
YouTube Link 2025-10-16T15:22Z 251K followers, 15.8K engagements
"The Next AI Supercycle Memory Play -- NAND Flash Sandisk and More Stock Analysis Everyone is talking about a new memory super cycle related to AI data centers and suddenly NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital and its back in growth mode. In this deep dive we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions. Key Topics"
YouTube Link 2025-10-03T13:44Z 251K followers, 13.9K engagements
"CSI Clips m Research (LRCX): The Ultimate AI Memory Play Struggling to keep up with the memory chip shortage discussions Dive into our latest video where we explore Lam Research's crucial role in tackling this issue. We'll unpack their strategic advancements in wafer fab equipment especially in high-bandwidth memory and how they're impacting the AI and data center sectors. Plus get insights into their recent financial performance market share growth and future revenue projections. Don't miss our analysis of the broader memory and semiconductor market dynamics and future growth cycles. 🔗 Like"
YouTube Link 2026-02-13T15:13Z 251K followers, [---] engagements
"Symbotic (SYM) Analysis: Robotics Pure Play or Just a Walmart Vendor Pure-play robotics stock Symbotic (SYM) has had a wild ride in [----] soaring to new highs before taking a significant hitdropping 21% in just [--] hours. After several write-ups on our research platform we decided it was time to make a video In this video Nick and Kasey break down exactly what Symbotic does from its AI-powered intake systems to the "SymBot" mini-robots automating logistics for giants like Walmart. We analyze the company's recent earnings which showed strong full-year numbers and explain why Wall Street analysts"
YouTube Link 2025-12-04T15:01Z 251K followers, [----] engagements
"Rubrik's Master Plan: Connecting AI Data Security and Huge Growth (RBRK) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Welcome to CSI's first video about Rubrik another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company data their recent acquisition of Predibase and their transition to a cloud-based subscription model. Financial updates and guidance are also discussed"
YouTube Link 2025-09-15T15:00Z 251K followers, 15.1K engagements
"Are We Selling Oracle (ORCL) Stock Oracle is increasing capital spending by $15 Billion but they didn't raise their revenue guidance. In this video we break down the multiple factors impacting Oracles (ORCL) Fiscal Q2 [----] earnings. Debt is rising toward $110 Billion free cash flow has swung to negative $10 Billion and a one-time sale of Ampere is masking the true net income. We analyze why Oracle is selling its chip unit to SoftBank why "Remaining Performance Obligations" (RPO) are not set in stone revenue and why we are tax-loss harvesting our position until the cash flow improves. Join us"
YouTube Link 2025-12-12T15:44Z 251K followers, 12.3K engagements
"Beyond the GPU: Nvidias Secret Weapon For AI Inference In [----] Nvidia just kicked off [----] with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU we're breaking down why Nvidia remains our top stock pick for the year. As AI shifts from training to inference Nvidia is evolving its hardware to solve the memory wall. Today we look at the Bluefield-4 storage processor and how it integrates with the Nvidia Dynamo software architecture to boost inference performance by up to 5x. We also share our updated [----] baseline assumptions for NVDA stock including"
YouTube Link 2026-01-08T15:01Z 251K followers, [----] engagements
"The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think) ServiceNow and Netflix are splitting their stock in late [----] In this video we break down ServiceNow's 5-for-1 split (subject to shareholder approval at a special meeting scheduled for December [--] 2025) and Netflix's 10-for-1 split (in November). We dive into the key reasons why high-growth companies like these which have seen awesome revenue growth choose to split their stock including the often-overlooked motivation of managing employee stock awards and incentives. Is a stock split a sign of a coming stock"
YouTube Link 2025-11-03T16:01Z 251K followers, [----] engagements
"Cheap Stock To Buy the Dip -- Qualcomm (QCOM Stock) Earnings Analysis Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 Qualcomm's Q2 fiscal [----] earnings focusing on consumer automotive and IoT sectors. Nick discusses Qualcomm's revenue growth inventory levels and future projections while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment. Sign Up For Our Newsletter:"
YouTube Link 2025-05-02T17:41Z 251K followers, [----] engagements
"NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain. We also discuss the differences between 5G and 6G including a potential 100x increase in data transfer speed aiming for near-zero latency and"
YouTube Link 2025-10-30T16:59Z 251K followers, 11.2K engagements
"CSI Clips Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America primarily in e-commerce (Shopee) digital finance (Monee) and digital entertainment (Garena). The company has successfully flipped to GAAP profitability showing a stunning operational turnaround. In Q2 [----] GAAP Operating Income hit $488 million up significantly from the prior year. Crucially the Garena gaming platform featuring the wildly popular game Free Fire is the main earnings driver contributing 44% of"
YouTube Link 2025-10-21T10:16Z 251K followers, [----] engagements
"Watch This Before 2026: Marvells New Tech & The Hardware Cycle Shift (MRVL Stock Analysis) Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video we break down Marvell's Q3 earnings why they are buying a semiconductor startup for such a high price tag and the "Photonic Fabric" technology that aims to solve data center bottlenecks. We also discuss a critical signal for semiconductor investors: Why the roadmap for next-gen networking suggests we might see a cyclical slowdown hitting the"
YouTube Link 2025-12-06T15:28Z 251K followers, 12.8K engagements
"How to Invest In Chip Stocks [----] -- AI Data Center Networking Optical and Silicon Photonics The AI supercycle is expanding beyond just GPUs. In our first episode of the [----] series we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking optics and silicon photonics. Logic chips (like CPUs and GPUs) are the "office" where work gets done but the network is the "commute" that moves that data. Without advanced cabling transceivers and switches AI clusters simply cannot function. Find out what companies are involved in this fast growing"
YouTube Link 2025-12-27T18:20Z 251K followers, 19.8K engagements
"CSI Clips IonQ Buys SkyWater: The Birth of a Quantum Computing Giant Quantum computing is evolving fast and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). We break down why IonQ is moving away from the fabless model to become a "vertically integrated full-stack quantum platform". #IONQ #Quantum #SKYT #chipstockinvestor Chip Stock Investor Fab [--] Fiscal AI IDM Infineon IonQ Quantum Computing SKYT Semiconductor Industry SkyWater Technology Stock Market Analysis Tech Mergers Chip Stock Investor Fab [--] Fiscal AI IDM Infineon IonQ Quantum Computing"
YouTube Link 2026-02-12T15:03Z 251K followers, [----] engagements
"CSI Clips NVIDIAs HVDC Partners: Top Chip Stocks to Watch (NVDA) NVIDIA announced a major architecture shift in October [----] that is set to ramp up in late [----] and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power the current VAC (Volts Alternating Current) systems are less efficient than they could be. In this video we break down the basket of silicon providers NVIDIA has tapped to build this 800V DC future. We analyze the US European and Asian playersfrom established IDMs like Onsemi and Texas Instruments to high-growth fabless names like Navitas"
YouTube Link 2026-02-11T14:01Z 251K followers, [----] engagements
"MU Earnings: Sold Out Capacity Record Sales. Why We're Cautious Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through [----]. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers. Despite the strong performance we remain prudent regarding valuation and the cyclical"
YouTube Link 2025-12-18T15:11Z 251K followers, [----] engagements
"Lam Research (LRCX): The Ultimate AI Memory Play Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain discuss recent financial performance market share growth and future revenue projections. Additionally we analyze the company's strategic advancements in wafer fab equipment especially in high-bandwidth memory. We also examine the broader memory and semiconductor market dynamics and provide insights"
YouTube Link 2026-02-05T17:30Z 251K followers, [----] engagements
"Google Stock: The Real Reason Its Doubled (Its Not Just AI) The media narrative on Google (Alphabet) has flip-flopped again. Suddenly Google TPUs are "killing" Nvidia Gemini [--] is here and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April In this episode we dig past the headlines to uncover the real catalyst behind Googles recent stock performanceand it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android. We also break down Alphabets massive $56B R&D spend their"
YouTube Link 2025-11-26T16:00Z 251K followers, [----] engagements
"The AI Data Center Stock (That's Not Nvidia) Caterpillar isn't just moving dirtthey've been powering the grid for decades. But now that "boring" energy business is becoming the main event. In this video we break down how Caterpillars long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play driving a $10 billion jump in backlog as data centers scramble for onsite power. We analyze why the market is finally repricing this "hidden""
YouTube Link 2025-12-17T15:00Z 251K followers, [----] engagements
"Synopsys China Hit Ansys Merger & Future of Chip Design Stocks (SNPS ANSS CDNS) Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry And what about Synopsys' pending merger with ANSYS (ANSS) Chip Stock Investors Nick and Kasey break down the present situation for Synopsys Cadence Design (CDNS) Siemens (SIE) and ANSYS investors to consider. Join us on Discord with Semiconductor"
YouTube Link 2025-06-02T15:00Z 251K followers, [----] engagements
"Semiconductor Stocks To New All Time Highs Micron Provides Some Hints Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor discusses Micron's recent report which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia Broadcom and AMD Nick and Kasey discuss reasons for optimism and also risks to be mindful of. Join us on Discord with Semiconductor Insider sign up on our website:"
YouTube Link 2025-06-26T18:26Z 251K followers, [----] engagements
"Constellation Software: The Hidden Giant in Vertical Market Software Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Constellation specializes in acquiring and growing small high-quality software businesses within niche industries riding the secular growth trend of vertical market software (VMS). We discuss how this strategy could benefit the software industry particularly in tough financial times and the broader implications for future growth. We also compare their approach to other notable companies in the industry highlighting the increasing"
YouTube Link 2025-01-22T16:00Z 251K followers, [----] engagements
"The "No-Regrets" Robotics Investment Portfolio Everyone is focused on the "Brain" of the robot (AI models) but they are ignoring the "Body"the sensors power chips and actuators needed to make them move. In this video we break down the robotics supply chain as we head into [----]. While the hype is focused on humanoid robots like Teslas Optimus the real investment opportunity lies in the industrial semiconductors that enable motion perception and power management. We analyze the forecast from WSTS the recovery in the Auto/Industrial sector and why we believe the "boring" analog and sensor stocks"
YouTube Link 2025-12-15T15:00Z 251K followers, [----] engagements
"Is the Semiconductor Bull Market Getting Harder [----] Chip Stock Portfolio Review As we kick off the new year were taking a look at how our portfolio performed over the last [--] years. 80% total return. Not bad. Our goal at Chip Stock Investor is simple: be consistently excellent. In this video we review the performance of our core [--] semiconductor picks that we carried from [----] through [----]. Since we first called these out at the end of [----] this groupincluding leaders like Nvidia TSMC and Qualcommhave delivered. What youll learn in today's video: --Why our picks delivered a 28% return in 2025"
YouTube Link 2026-01-06T15:00Z 251K followers, [----] engagements
"Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in [----] We are finally revisiting Silicon Motion (SIMO) a small-cap semiconductor stock weve held onto during their poor performance. After sitting in value purgatory the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video we break down: --What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in [----]. -- The CEO all but confirmed they are designing the boot drive"
YouTube Link 2026-01-20T15:00Z 251K followers, [----] engagements
"Quantum Stocks 2026: Who Survives the Cash Burn It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor we revisit that thesis to see how Google stacks up against pure play competitors like IonQ Rigetti D-Wave and Quantum Computing Inc. While Google shares gained 60% over the last twelve months we analyze if the dedicated quantum companies offered better returns or simply more volatility. We break down the latest updates on Google's Willow chip and the Quantum Echoes algorithm which"
YouTube Link 2025-12-29T15:00Z 251K followers, [----] engagements
"TSMC (Taiwan Semiconductor Stock) Buys A New LCD Screen Fab For Advanced Chip Packaging Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Public. Check it out at https://public.com/csiA High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at"
YouTube Link 2024-08-24T16:00Z 251K followers, [----] engagements
"IonQ Buys SkyWater: The Birth of a Quantum Computing Giant Quantum computing is evolving fast and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video we break down why IonQ is moving away from the fabless model to become a "vertically integrated full-stack quantum platform". We analyze the pro forma financials the impact of SkyWaters recent Infineon Fab [--] acquisition and whether this new Quantum IDM justifies its high valuation. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership"
YouTube Link 2026-02-04T15:00Z 251K followers, 11.3K engagements
"Top Robotics Stocks to Consider After the Latest Earnings Results Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Teslas Q1 dip a normal cycle downturn or the start of something bigger We explore key data points like vehicle deliveries energy revenue and Elon's political impact. Then we turn to Intuitive Surgicals solid performance procedure growth and how tariffs might affect its margins. Two"
YouTube Link 2025-04-25T13:53Z 251K followers, [----] engagements
"Did Applied Materials Deal A Blow To ASML's EUV Lithography Monopoly Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Applied Materials has released some exciting news regarding new chip manufacturing technology The new Centura Sculpta machine promises to make EUV lithography chip manufacturing even more efficient. Some investors fear this could be a blow to ASML Holding's hold on EUV equipment. But does this really"
YouTube Link 2023-03-10T13:22Z 251K followers, [----] engagements
"Will This Top AI Stock Dominate Again In [----] Cadence Designs (CDNS Stock) Epic Closeout to [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in todays video the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics). They talk about Cadences impressive"
YouTube Link 2024-02-15T17:05Z 251K followers, [----] engagements
"Intels Multi-Year Turnaround: Why They Cant Make Enough Chips Intel has stabilized its balance sheet under CEO Lip-Bu Tan using cash from the U.S. government and Nvidia to reach free cash flow profitability. However achieving this required aggressive cuts to capital expenditures creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 [----] guidance as they simply cannot get enough product out the door. This struggle underscores the difficulty of the IDM model which requires"
YouTube Link 2026-01-28T15:01Z 251K followers, [----] engagements
"Shift4 The Backdoor to Investing in Elon Musk's Starlink #investing #shift4 #starlink #elonmusk Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU We're back with our top stocks were personally buying in the month of September [----]. We have some old Chip Stock Investor favorites another buy into a recent bet on the lithium and EV market and a couple of new additions that we are really excited about. Check out our new"
YouTube Link 2023-09-13T14:03Z 251K followers, [----] engagements
"Top [--] Autonomous Driving & Robot Stocks For [----] Automotive and robotics are converging in [----] and in this update we analyze the recovery trends and strategy for industry leaders Nvidia Qualcomm and Mobileye. We break down Nvidia's deeper push into automotive AI models despite its massive data center focus and examine Qualcomm's automotive segment which has now grown to nearly 10% of its total revenue. The major spotlight however is on Mobileye's surprise $900 million acquisition of Mentee Robotics a move that leverages their $1.7 billion cash pile to expand from autonomous driving"
YouTube Link 2026-01-11T15:01Z 251K followers, 22.9K engagements
"CSI Clips What Happened to Marvell Technology (MRVL Stock) Reasons For Fresh Optimism It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell And what has happened in the last year that could pave the way for better stock returns for MRVL investors Nick and Kasey discuss recent events and Marvell's growth in AI and data center infrastructure. Sign Up For Our Newsletter:"
YouTube Link 2025-06-10T22:00Z 251K followers, [----] engagements
"Better Than NVIDIA Why Memory Shortages are Sending Sandisk (SNDK) to the Moon We analyze Sandisk's remarkable NVIDIA moment marked by a 1000% stock price increase over the past year. Following its [----] spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through [----] Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quartera 170% year-over-year increase. This growth is fueled by powerful"
YouTube Link 2026-02-07T15:01Z 251K followers, 11.6K engagements
"One Small Chip Company Eating Intel and AMDs Market Share: Lattice Semiconductor (LSCC) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market gaining market share with its Nexus and Avant lines. Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ 🛜: https://www.chipstockinvestor.com Listen🎧:"
YouTube Link 2024-05-03T15:08Z 251K followers, 13.8K engagements
"Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy Is it too late to buy the "Nvidia of Networking" Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear with Lumentum up nearly 600% in the last year. Today we break down why the AI data center build-out is shifting toward optical and silicon photonicsand which of these two companies is the better long-term play for your portfolio. In this video we cover: -- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together. -- Financial Deep Dive: Why Lumentums operating margins are"
YouTube Link 2026-02-09T15:01Z 251K followers, [----] engagements
"CSI Clips PANW + CyberArk: Is It A Buy 🚨 Palo Alto Networks is spending billions on acquisitions (CyberArk) while the cybersecurity market hits $215B. We analyze if the stock is still a buy at these levels or if it's too expensive. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form 🎧:"
YouTube Link 2025-12-09T15:01Z 251K followers, [----] engagements
"Fortinet: Still A Top Cybersecurity Investment For [----] (FTNT Stock Analysis) Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in [----]. In this episode of Chip Stock Investor Nick and Kasey discuss what Fortinet is working on in cybersecurity including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership:"
YouTube Link 2025-05-19T12:34Z 251K followers, [----] engagements
"indie Semiconductor vs Aehr Test Systems -- Which Automotive Chip Stock Is The Better Buy Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU In this short our resident Chip Stock Investor Nick tells us which stock is the better buy-- indie Semiconductor (INDI) or Aehr Test Systems (AEHR). #indiesemiconductor #INDI #aehrtestsystems #autmotive #electricvehicle #financeeducation #semiconductormanufacturing #ai"
YouTube Link 2023-07-13T08:26Z 251K followers, [----] engagements
"Broadcom vs Qualcomm -- Which Of These Two Semiconductor Stock Favorites Should You Choose Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU In this short Nick has to choose between of our favorite semiconductor stocks. Broadcom and Qualcomm. Which will he choose #broadcom #qualcomm #networkcomputing #fabless #chipfabricator #datacenters #enterprisecomputing #artificialintelligence #ai #financeeducation #chipstocks"
YouTube Link 2023-07-13T08:34Z 251K followers, 12.7K engagements
"2 Ultimate Semiconductor Stocks to Profit From the Growth of AI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU You may not know about these two semiconductor industry companies Cadence Design Systems ($CDNS) and Synopsis ($SNPS) but you really should. Synopsis and Cadence are electronic design automation or EDA companies that focus on silicon chip design intellectual property and software that is used for designing"
YouTube Link 2023-02-20T13:24Z 251K followers, [----] engagements
"Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals) While investors have been piling into Nvidia and AI infrastructure the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear That AI will disrupt legacy software. The reality A circular reasoning trap that has crushed valuations and created potential opportunities for patient investors. In this episode we analyze the current state of the software market using Adobe (ADBE) and Monday.com (MNDY) as prime examples. We discuss why the "R&D Holiday" of the 2010s is officially over why profit margins are"
YouTube Link 2025-11-28T16:01Z 251K followers, [----] engagements
"Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges including reduced revenue from China issues with a major foundry customer and the restructuring of their global headcount. Finally Nick and Kasey talk about the importance of owning a basket"
YouTube Link 2025-09-12T15:01Z 251K followers, [----] engagements
"Netskope (NTSK) Stock Analysis: What Investors Need to Know Netskope a competitor in cloud security and SASE has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30% there are several critical risks potential investors must consider. In this analysis we run Netskope through our investing framework to uncover the opportunities and the red flags. We'll explore its innovative SASE platform the ongoing "Browser Wars" in the AI era and the complicated legal battles and shareholder structure lurking"
YouTube Link 2025-09-30T15:01Z 251K followers, [----] engagements
"Why Synopsys (SNPS) is the Secret Weapon Behind the Semiconductor Industry's Best Chips Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form In this episode of Chip Stock Investor we dive into the influential role of Synopsys (SNPS) in the semiconductor industry. We discuss the company's leadership in electronic design automation (EDA) software intellectual property (IP) and chip patents and the ongoing consolidation in the market. With insights on recent mergers financial performance and Synopsys' crucial position in data center designs we explore why"
YouTube Link 2024-06-02T16:00Z 251K followers, 14.2K engagements
"CSI Clips Intels Multi-Year Turnaround: Why They Cant Make Enough Chips Intel has stabilized its balance sheet under CEO Lip-Bu Tan using cash from the U.S. government and Nvidia to reach free cash flow profitability. However achieving this required aggressive cuts to capital expenditures creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 [----] guidance as they simply cannot get enough product out the door. This struggle underscores the difficulty of the IDM model which"
YouTube Link 2026-02-10T15:00Z 251K followers, [----] engagements
"PANW Stock: Palo Alto Networks' Strategic AI Investments In this episode of Chip Stock Investor we explore how AI and accelerated computing are transforming the cybersecurity landscape particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ 🛜: https://www.chipstockinvestor.com 🎧:"
YouTube Link 2025-05-26T16:11Z 251K followers, [----] engagements
"Lattice & FPGA Market Dynamics after Intel's Altera Move Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25 In this episode of Chip Stock Investor we discuss the sale of Intel's Altera and what that means for FPGA pure play Lattice Semiconductor. We explore the implications for Lattice analyze their current valuation metrics and discuss potential"
YouTube Link 2025-05-10T15:00Z 251K followers, [----] engagements
"The Trade Desk Flops -- Is the Company In Trouble Time to Buy TTD Stock In [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble What happened Is it time to buy the dip Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong and what they're doing to get the growth story back on track. They also explain why they're"
YouTube Link 2025-03-03T17:43Z 251K followers, 13.5K engagements
"Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2 and what's expected the second half of [----] Chip Stock Investors Nick and Kasey weigh in and why they are happy to own TSM stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor"
YouTube Link 2025-07-21T12:50Z 251K followers, 14.3K engagements
"CSI Clips What Happened To Applied Materials AMAT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT) one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry analyze the performance of AMAT's"
YouTube Link 2025-08-20T15:00Z 251K followers, [----] engagements
"The Boring Data Center Growth Stock You NEED to Know For [----] Amphenol (APH) Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Chip Stock Investor analyzes Amphenol (APH) a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financial discipline making it a"
YouTube Link 2025-02-01T16:00Z 251K followers, 11.4K engagements
"Palo Alto Networks Is Spending Billions On AI -- Will It Pay Off (PANW Stock Analysis) Is it time to look past the AI bubble and focus on the infrastructure actually securing it Today were pivoting to a top secular growth trend: Cybersecurity. With the industry projected to grow 12% annually and hit $215 billion in spending by [----] Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategyincluding the purchase of Chronosphere and the pending CyberArk dealand what this means for their entry into the cloud observability market against"
YouTube Link 2025-11-25T14:21Z 251K followers, [----] engagements
"What Happened to Marvell Technology (MRVL Stock) Reasons For Fresh Optimism Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell And what has happened in the last year that could pave the way for better stock returns for MRVL investors Nick and Kasey discuss recent events and Marvell's growth in AI and data center"
YouTube Link 2025-06-10T16:46Z 251K followers, 12.9K engagements
"Want to Invest In Elon Musks SpaceX [--] Small-Cap Stock to Get Growth From Satellite Internet Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Public. Check it out at https://public.com/csi Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink And is now really a good time to invest in the crowded digital payments acceptance space Chip Stock Investor explains in this video and why Shift4 remains one of their favorite small-cap"
YouTube Link 2024-09-01T15:00Z 251K followers, [----] engagements
"CSI Clips Why Did Astera Labs Credo Technology and Other Hot Stocks "Crash" Check out last week's video on ANET AVGO & Nvidia: https://youtu.be/FYBaX9tqWAA Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the dropincluding new product announcements from competitors like Broadcom and Nvidiaand explain the more fundamental reason for the recent volatility: statistics and a hefty valuation. Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that"
YouTube Link 2025-10-24T08:06Z 251K followers, [----] engagements
"TSMC vs. Amkor vs. Aehr: Which Chip Stock Wins in [----] 🏆📉 Were going back to our roots with some old-school supply chain analysis 🏭 We break down the set it and forget it safety of TSMC (TSM) the recent rip higher in Amkor (AMKR) and why Aehr Test Systems (AEHR) might be waving a yellow flag for investors. 🚩 Watch the full breakdown here: https://youtu.be/N28rwr7AxTU #ChipStockInvestor #Semiconductors #Investing #TSMC #Amkor #Aehr #StockMarket"
YouTube Link 2026-01-21T15:11Z 251K followers, [----] engagements
"Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS) Rambus (RMBS) has historically been known as an IP and patent powerhousebut in [----] the story has changed. With a massive memory chip shortage driving demand Rambus is pivoting hard into becoming a fabless chip designer of memory interfaces. In this video Nick and Kasey break down exactly how Rambus fits into the electronics manufacturing supply chain today. We analyze their transition from pure licensing to selling their own silicon (like memory interface chips for DDR5 and HBM) review their latest Q3 [----] financials"
YouTube Link 2026-01-22T15:00Z 251K followers, [----] engagements
"Buy This AI Stock NOW ServiceNow Analysis Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Is ServiceNow (NOW) stock a buy now Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years including with its partnership with Nvidia (NVDA) in building enterprise AI software. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your"
YouTube Link 2025-04-02T11:33Z 251K followers, [----] engagements
"Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor hosts Nick and Kasey provide an update on Unity Software. Key points include the significant developments in Unity's Grow Solutions segment the launch of their AI-powered advertising platform Vector and the company's overall financial health. We also discuss the"
YouTube Link 2025-08-25T15:00Z 251K followers, [----] engagements
"The Future of AI Data Center Storage PureStorage (PSTG) After the 40% Crash Looks Tempting Again Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of [----]. Shares are up significantly on the year but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now Is the AI data center boom still coming for PureStorage This and more in this important investing update. Join"
YouTube Link 2024-09-19T11:49Z 251K followers, [----] engagements
"Top AI Data Center Cooling Stock the Next Super Micro Computer" to Buy Now Vertiv (VRT) Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Data center AI servers like the powerful systems Nvidia (NVDA) is developing are creating some new engineering problems that need to be solved. Two of them are higher power delivery and keeping computing systems cool so they perform at optimum levels. Nvidia has called out Vertiv (VRT) by name as a key engineering and supply chain partner. The stock has soared in [----] but is it a buy Chip Stock Investor runs"
YouTube Link 2024-05-15T14:26Z 251K followers, 44.5K engagements
"Is Salesforce Stock Too Cheap To Ignore (CRM Stock Analysis) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Salesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet revenue segments and quarterly results. Despite some stagnation in traditional business areas Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on Salesforce's financials and future"
YouTube Link 2025-09-05T15:00Z 251K followers, 12.5K engagements
"Projecting 2025: The Industrial Impact on Semiconductor Manufacturing Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com 🎧:"
YouTube Link 2024-10-24T14:24Z 251K followers, [----] engagements
"Lam Research Stock: Next Wave of Memory Chip Demand Incoming Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Lam Research (LRCX) earnings are in Were the results a win a loss or just as expected Chip Stock Investors Nick and Kasey break down the report analyzing key takeaways for investors. We'll delve into Lam's financial health growth potential within the semiconductor industry and whether it's poised for success before the next semiconductor memory chip growth cycle. Get the insights you need to make informed decisions about Lam Research stock"
YouTube Link 2024-04-26T15:00Z 251K followers, 10.2K engagements
"The Best Memory Stocks For 2026: How To Play the Memory Shortage Memory shortages are all the rage in [----]. How should you play the AI data center supply crunch We discussed this back in [----] and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble or just a normal cyclical growth cycle In this video we break down the entire memory hierarchyfrom ultra-fast on-chip SRAM to HBM and long-term storageand give you the basket of companies to watch for each layer. We also discuss why Pure Storage is our top bet for secondary storage"
YouTube Link 2026-01-15T15:00Z 251K followers, 34.3K engagements
"1 Top AI Stock That Could Be the Best Buy And Hold For the Next [--] Years Intuitive Surgical (ISRG) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors Nick and Kasey circle back to one of their top holdings and their largest healthcare technology stock holding Intuitive Surgical. The company has posted surprisingly good earnings so far in [----] and could have many years of growth still ahead of it and"
YouTube Link 2023-07-24T19:47Z 251K followers, [----] engagements
"Buy Supermicro SMCI Stock On Fire Sale Or Is It A Trap Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor SMCI has been absolutely clobbered. Don't say we didn't warn you. Here is a follow-up to a question on recent Supermicro Computer developments. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for two weeks and see where your"
YouTube Link 2024-11-08T17:00Z 251K followers, [----] engagements
"The Chip Manufacturing Bull Market Is Back Time to Buy the Dip (KLAC) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form 🔥🔥Up to [--] free stocks on Moomoo Start trading here with our special link: https://j.moomoo.com/018m5C KLA Corp is part of the "Fab 5" critical manufacturing equipment providers for the semiconductor industry. KLA will play an important role if global chip sales are to reach $1 trillion by [----]. The company is poised for significant growth with new chip fabs nearing completion. Chip Stock Investor discusses recent financials"
YouTube Link 2024-07-26T19:50Z 251K followers, [----] engagements
"How to Profit from the Semiconductor Manufacturing Equipment Industry Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Chip Stock Investors is finally ready to debut its new research tool: the semiconductor manufacturing equipment index. To get access to the sheet watch the video and click on the Google form link and fill out the required information. The link will be provided after you hit 'Submit.' This index is"
YouTube Link 2023-06-09T11:01Z 251K followers, [----] engagements
"Top Chip Stock Picks SOXX and SMH ETFs and Portfolio Allocation Join Nick and Kasey from Chip Stock Investor as we celebrate three years of analyzing the semiconductor market In this special video we review our journey reflect on the performance of key chip stocks like NVIDIA AMD Qualcomm Broadcom and ASML since our early recommendations and discuss optimal portfolio allocation strategies for secular growth trends. We also compare the performance of semiconductor ETFs (SOXX and SMH) against a hand-picked index revealing why a selective approach can lead to significantly higher returns."
YouTube Link 2025-09-18T15:00Z 251K followers, [----] engagements
"The $2 Trillion Data Center Opportunity: Nvidia (NVDA Stock) VS Arista Networks (ANET Stock) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Arista Networks (ANET stock) and Nvidia (NVDA stock) are leaders in the $2 TRILLION data center opportunity. Both companies had incredible earnings updates. However concerns remain among many investors that Nvidia's ascendence is bad news"
YouTube Link 2024-11-23T16:00Z 251K followers, 20.6K engagements
"Analyst Claims Nvidia Cutting Ties With Monolithic Power Systems (MPWR Stock) -- Time To Sell Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get the inside scoop on Monolithic Power (MPWR) 📈📉 This clip from our weekly Semiconductor Insiders Q&A discussed the recent stock price drop for Monolithic Power Systems (MPWR). Join our membership for weekly live analysis and exclusive insights: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your"
YouTube Link 2024-11-20T14:01Z 251K followers, [----] engagements
"Cadence Design Systems Has Been Part Of AI All Along #stocks #semiconductorstocks #ai #investing Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love Level up your investing experience with our Membership Join the party in our private Discord channel where you can geek out with fellow fans chat directly with us and forge epic"
YouTube Link 2024-02-19T10:33Z 251K followers, [----] engagements
"SOLD OUT: Why Data Centers are Buying Every Seagate HDD Through [----] (STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline Q2 [----] highlights show a 22% year-over-year revenue jump and the highest free cash flow in [--] years. In this video we dive into the HAMR time transition the Exos Mozaic 3+ platforms and why supply is already booked through [----]. Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here:"
YouTube Link 2026-02-02T15:00Z 251K followers, [----] engagements
"Skyworks Solutions Is More Than Just A 5G Snartphone Semiconductor Stock $SWKS #investing #stocks Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU #semiconductor #semiconductors #investing #finance #stocks #skyworkssolutions #5g #smartphone #technology"
YouTube Link 2022-12-23T03:36Z 251K followers, [---] engagements
"Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America primarily in e-commerce (Shopee) digital finance (Monee) and digital entertainment (Garena). The company has successfully flipped to GAAP profitability showing a stunning operational turnaround. In Q2 [----] GAAP Operating Income hit $488 million up significantly from the prior year. Crucially the Garena gaming platform featuring the wildly popular game Free Fire is the main earnings driver contributing 44% of adjusted"
YouTube Link 2025-10-06T14:12Z 251K followers, [----] engagements
"The Challenge for Fortinet in a High-Growth Cybersecurity Industry #fortinet #cybersecurity #stocks Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love Level up your investing experience with our Membership Join the party in our private Discord channel where you can geek out with fellow fans chat directly with us and forge epic"
YouTube Link 2024-02-08T16:30Z 251K followers, [----] engagements
"Huawei's EUV Patent Is Big News. Should ASML Stock Investors Be Worried Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU #investing #financeeducation #chipstocks #semiconductor #stocks #huawei #asml #appliedmaterials"
YouTube Link 2022-12-27T13:00Z 251K followers, 12.4K engagements
"ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ ASML stock had a "rough" week after Q2 [----] earnings. But customer upgrades to EUV (extreme ultraviolet) lithography are underway as a new generation of high-performance chips ramp up production. Despite the noise ASML is going to be just fine. Chip Stock Investor explains the critical data points you need to know in this mid-year [----] update. Join us on Discord with Semiconductor Insider sign up"
YouTube Link 2025-07-19T10:50Z 251K followers, 16.6K engagements
"Applied Materials (AMAT Stock) Signals Massive AI Growth For the Next [--] Years Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Will Applied Materials stock signal massive AI growth for the next [--] years Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term. This video is sponsored by Public. Check it out at https://public.com/csiA High-Yield Cash Account is a secondary brokerage"
YouTube Link 2024-08-19T20:16Z 251K followers, 14K engagements
"Robotics Long-Term Investment: Cheap Semiconductor Stock Pick (Not Nvidia) For [----] Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec [--] [----]. After that get 15% off with our link☝ ) Investors want to know about long-term investing in robotics stocks and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course at Chip Stock Investor we always default to established semiconductor"
YouTube Link 2024-12-02T12:34Z 251K followers, 17.2K engagements
"ASMLs [----] Outlook Blunder Gets A Bailout Thanks Lam Research (LRCX Stock) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Investors were disappointed with ASML's early downgrade on [----] growth guidance but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 [----] was another great quarter for Lam. Semiconductor manufacturing is growing in complexity and Lam provides a lot of new equipment innovation that could propel it higher in [----]. Chip Stock Investor discusses one of these advancements in memory chips: The transition from"
YouTube Link 2024-10-25T10:32Z 251K followers, 17.6K engagements
"Value Chip Stock [----] to Buy Now Lam Research (LRCX) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for [----] Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The"
YouTube Link 2025-02-12T17:42Z 251K followers, [----] engagements
"Rocket Lab (RKLB) -- What We're Watching Closely At Chip Stock Investor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Time for a Rocket Lab (RKLB stock) update after the Q1 [----] earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in [----] and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stock-buy-the-dip-before-liftoff/ Join us on Discord with Semiconductor Insider 25% off an annual membership through May [--] Get"
YouTube Link 2025-05-14T10:14Z 251K followers, 12.1K engagements
"Is Linde (LIN) A Better Buy Than Air Products (APD) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Check out the full length video here: https://youtu.be/F_YukCX7O40 #albemarle #sqm #airproducts #linde #wolfspeed #onsemiconductor #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #semiconductor #semiconductors #stockmarket #chipstockinvestor #chipmanufacturing"
YouTube Link 2023-05-11T13:46Z 251K followers, [----] engagements
"Nvidia Picks the Next Big Winner In Enterprise Software and QuantumComputing Nvidia has just announced a $2 billion purchase of Synopsys stock tightening the relationship between the AI hardware giant and the leading Electronic Design Automation (EDA) company. In this video we break down why Nvidia is betting big on its upstream partner and what this means for the future of the semiconductor supply chain. We explore the strategic reasoning behind the deal including the acceleration of chip design using Nvidia CUDA libraries and the expansion of Digital Twin technology for factory and"
YouTube Link 2025-12-02T15:01Z 251K followers, [----] engagements
"Buy & Hold For [--] Years Arista Networks (ANET Stock) and Its Top Spot In A New $2 Trillion AI Market Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Check out the New Bond account with an initial APY of 6.9% only at https://public.com/csi Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Arista Networks (ANET stock) has been an incredible investment in the decade since the IPO. Is it still a great buy and hold for the next five years Chip Stock Investor discusses Arista's place in the modern AI data center how Nvidia"
YouTube Link 2024-11-25T13:14Z 251K followers, 22.6K engagements
"OUSTER -- Physical AI Is Using LiDAR -- [--] Chip Design Stock Leading the Pack -- OUST Stock Analysis Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ LiDAR stocks have been heating up as the promise of "physical AI" Robotaxis humanoid robotics and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST) a bit about how LiDAR works Ouster's history via merger with Velodyne and current cash burn issues. They discuss the price-to-sales ratio and quick valuation trick using P/S by pretending what OUST's valuation"
YouTube Link 2025-06-06T14:40Z 251K followers, 10.4K engagements
"How You Can Invest In Stocks Like A Pro (Bonus: Why We're Buying KLA Corp Stock) (KLAC & ONTO) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Investing can be a daunting task. It can feel overwhelming to look at the stock market and try to decide which stocks you should buy for your portfolio (and when). How do we sift through all the public companies out there In this video Nick explains his investment process and"
YouTube Link 2023-06-28T18:19Z 251K followers, [----] engagements
"Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Monolithic Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins. Join us on Discord with Semiconductor Insider sign"
YouTube Link 2025-07-11T13:01Z 251K followers, 10.3K engagements
"Is Our Forever Healthcare Stock Too Expensive ISRG [----] Review Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Our "forever healthcare stock" Intuitive Surgical had a great [----]. Is it too late to buy in [----] Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot why the stock always seems expensive but why it"
YouTube Link 2025-02-10T16:50Z 251K followers, [----] engagements
"GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis) In this research update we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion. This move is a major catalyst for GEV's growth story shifting its focus from primarily revenue growth to accelerated profit margin expansion. The full ownership of Prolec a key supplier of transformers is immediately accretive to adjusted EBITDA beginning in [----]. Critically the acquisition removes a non-compete clause that"
YouTube Link 2025-10-23T15:16Z 251K followers, [----] engagements
"Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom Is the semiconductor downcycle finally over for the auto and industrial markets While everyone is focused on AI data center infrastructure and the memory market we are continuing to look for actual value in the market. In this video we break down the latest signal from Microchip Technology (MCHP) that suggests the bottom is finally in for [----] in the auto and industrial end market. We analyze MCHPs recent guidance raise on January 5th the return of CEO Steve Sanghi and the critical inventory metrics that every"
YouTube Link 2026-01-17T15:01Z 251K followers, 10.2K engagements
"Pure Storage -- Should You Buy The Dip Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription software and storage hardware paired with a new supply deal with Meta"
YouTube Link 2025-03-11T12:57Z 251K followers, [----] engagements
"Enphase ENPH Stock's Growth Challenges: Navigating A Slow Solar Power Market Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Get the inside scoop on Enphase 📈📉 This clip from our weekly Semiconductor Insiders Q&A breaks down why ENPH stock is dropping. Join our membership for weekly live analysis and exclusive insights: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Safeguard your personal information with Aura's monitoring service try it free for"
YouTube Link 2024-11-19T16:30Z 251K followers, [----] engagements
"AIs Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Wall Street is starting to fret about the AI bubble as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (CDNS) one of the leaders in electronic design automation (EDA) used for semiconductors computing systems automobiles and all sorts of"
YouTube Link 2024-04-23T12:51Z 251K followers, [----] engagements
"Soaring Small Cap Stocks to Buy Now Skywater Technology (SKYT) and ACM Research (ACMR) Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate [----] Guide" 👉 https://youtu.be/thFL9Z9onAU Small cap stock investing can be hard. But so far in [----] a number of small semiconductor businesses have been soaring higher. SkyWater Technology and ACM Research are two of them. In this episode Chip Stock Investors Nick and Kasey delve into the business models for these small"
YouTube Link 2024-03-04T17:58Z 251K followers, 17.9K engagements
"XPUs VS GPUs: Will Broadcom Overtake Nvidia (AVGO & NVDA Stock Analysis) Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Chip Stock Investor looks once again into the buzz surrounding Broadcom's XPUs and whether they pose a real threat to NVIDIA's GPUs. We'll clarify the differences between XPUs (application-specific integrated circuits) and NVIDIA's more general-purpose GPUs discussing Broadcom's growing revenue segments"
YouTube Link 2025-09-08T14:13Z 251K followers, 21.8K engagements
"New Era For Memory Chips What You Need to Know About SK hynix Stock Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form This video is sponsored by Finchat.io: Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Join Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/ Is SK hynix a good stock to buy now Chip Stock Investor analyzes SK hynix the leading provider of high bandwidth memory (HBM) crucial for AI accelerated computing and data center and cloud"
YouTube Link 2025-01-30T16:01Z 251K followers, [----] engagements
"Is Arista Networks (ANET) Doomed Stock Downgraded Due To Nvidia AI Products Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chip Stock Investor explores the implications of a recent stock price downgrade of Arista Networks (ANET) emphasizing the importance of a moderate viewpoint in evaluating businesses. The downgrade which shifted Arista from a 'buy' to a 'sell' due to Nvidia's (NVDA) rising competition spurred a discussion on the essential technologies of Ethernet and InfiniBand their roles in data centers and AI and how these technologies impact"
YouTube Link 2024-04-15T14:48Z 251K followers, 15.6K engagements
"Top AI Data Center Stock [----] Is PureStorage (PSTG) Stock Still a Buy Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Pure Storage (PSTG) known for its all-flash storage solutions has shown notable growth this year. Thank AI in part but also due to its successful subscription-based data center storage model. Despite a slight revenue miss for fiscal year [----] the company's subscription-based revenues and higher profit margins signal strong future potential in the years ahead. Nick and Kaseys discussion also covers Pure Storage's role in AI and data"
YouTube Link 2024-04-01T16:29Z 251K followers, 11K engagements
"Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis) Lam Research (LRCX) just released its September [----] quarter earnings. Can the wafer fab equipment leader sustain its run We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year [----]. Management expects demand from other regions (U.S. Taiwan Korea) to offset these restrictions. Foundry led by TSMC and other chip fabs drove 60% of sales. Rising NAND demand is a key long-term tailwind."
YouTube Link 2025-10-25T16:01Z 251K followers, [----] engagements
"What Happened To Applied Materials AMAT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ In this episode of Chip Stock Investor Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT) one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry analyze the performance of AMAT's various"
YouTube Link 2025-08-18T15:41Z 251K followers, 12.6K engagements
"Teslas $20B Pivot: A New Risk for the Semiconductor Supply Chain (TSLA) Tesla is embarking on a shift in business operations and the implications for the semiconductor industry could be significant. In this video we examine Teslas [----] capital expenditure (CapEx) outlook through the lens of operating leverage. With a projected $20 billion in CapEx for 2026not including the proposed TeraFab Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia Qualcomm and Micron"
YouTube Link 2026-02-11T15:00Z 251K followers, [----] engagements
"Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings Ouster (OUST) is a small-cap player in LIDAR aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 [----] earnings we dive into the financials to see if this "prove it" stock is a buy the dip candidate. We analyze the company's supply chain key customers like Serve Robotics and break down Ouster's progress toward its long-term financial goals for revenue growth gross margins and operating expenses. While Q3 showed strong revenue acceleration a look at free cash flow and the dilutive effect of"
YouTube Link 2025-11-07T16:00Z 251K followers, [----] engagements
"The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis) Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Nebius is a newcomer in the AI data center race but there's a multi-decade history that pre-dates Nebius arriving on the scene in [----]. Chip Stock Investors Nick and Kasey discuss where Nebius came from what it does and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips. Sign Up For Our Newsletter:"
YouTube Link 2025-05-22T14:43Z 251K followers, 17.1K engagements
"What Happened to Fortinet FTNT Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Fortinet stock got clobbered following its Q2 [----] earnings update. What happened Chip Stock Investor discusses Fortinet's investment into data centers and how that warrants a re-rate of the valuation for now and whether the company's prospects are still good in the important cybersecurity industry. Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter:"
YouTube Link 2025-08-11T14:21Z 251K followers, 18.4K engagements
"🚀 Rambus: From Patent Trolls to Fabless Powerhouse Forget what you knew about #Rambus (RMBS). Theyve shed the pure licensing label and are now a top-tier fabless chip designer. By designing their own High Bandwidth Memory (HBM) interfaces theyre capturing more value in the AI data center than ever before. Product revenue is now hitting record highs proving the pivot is working. #Rambus #Fabless #HBM #AIInfrastructure #StockMarket2026"
YouTube Link 2026-01-29T15:11Z 251K followers, [----] engagements
"The TRUTH About Data Center AI Inference: AMD ALAB ANET Stock Analysis Join us on Discord with Semiconductor Insider sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Investors are excited about the prospects for AI inference and potential "next Nvidia" investments. Is AMD really going to be the biggest winner from this market There are actually other candidates like Astera Labs (ALAB) and Credo Technology (CRDO) that need to be considered. And of course a big data center"
YouTube Link 2025-08-07T17:38Z 251K followers, 17.4K engagements
"Pure Storage Revenue is Up But Investors Are Spooked (Here is Why) Pure Storage just beat earnings guidance but the market seems nervous about their new hyperscaler customer strategy In this video we break down Pure Storages (PSTG) fiscal Q3 [----] earnings. The headline numbers look great with 16% revenue growth but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins. We analyze the software licensing model the global shortage of NAND flash memory and why the new $400 million buyback program. Join us on Discord with Semiconductor"
YouTube Link 2025-12-23T15:02Z 251K followers, [----] engagements
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