Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Big software companies like Salesforce are going all-in on AI, as pressure mounts in a new era of computing. Is Salesforce in trouble because of a new army of AI startups? Will AI disrupt big enterprise SaaS companies? Chip Stock Investor thinks disruption will happen, and is making a portfolio change. Get the details in this video from Nick and Kasey. Join us on Discord with Semiconductor Insider:...

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 2024. 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 us on Discord with Semiconductor Insider:...

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video. Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees...

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Is this power chip stock one of the best buys now? Chip Stock Investors Nick and Kasey discuss their power, automotive, and industrial semiconductor portfolio in this episode, and discuss why they recently bought Monolithic Power Systems (MPWR stock). With data centers and AI changing the landscape for this...

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 small promising business -- and explain if ALAB is a buy for...

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Zscaler is quietly undergoing a transformation from a pure cloud cybersecurity software company to a contender in the networking security space. Chip Stock Investor discusses Zscaler's strategic moves to enhance their Secure Access Service Edge (SASE) offerings, and limitations as a good investment right now. Tune in...

This video is sponsored by Public. Check it out at https://public.com/csi Chip Stock Investor discusses its top buy "AI chip stock" buy for September 2024. With fresh Broadcom (AVGO stock) financials in hand, Nick and Kasey discuss what the company does, and why it's growing importance in the global economy makes it a buy for their portfolio. A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner...

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What is e-beam lithography? And how can investors bet on it? Chip Stock Investor breaks it...

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. After a faulty CrowdStrike software update on July 19 caused a global Microsoft Windows outage, the endpoint cybersecurity company would like to quickly move on. So would many investors. But a quick rebound may not be happening. In this episode of Chip Stock Investor Cybersecurity Edition, Nick and Kasey explain why...

This video is sponsored by https://www.public.com 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 stocks for 2024 and beyond.A High-Yield Cash Account is a secondary brokerage account with Public...

This video is sponsored by https://www.public.com Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner...

This video is sponsored by https://www.public.com Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's becoming undeniable that CEO Jensen Huang's company is the undisputed leader in accelerated computing, and no one will ever truly "catch up." So why is the market receiving the latest financial report with muted response? And has Chip Stock Investor's stance changed on Nvidia? A High-Yield Cash Account is a secondary brokerage account with...

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Nvidia (NVDA) is being billed as "the most important report of 2024." This isn't entirely an exaggeration. Nvidia has helped lift stocks (as measured by the S&P 500) out of the bear market, and it's driving S&P 500 earnings growth in a big way. Investors are focused on Nvidia for good reason. What's Chip Stock Investor's long-term analysis of this top semiconductor investment? Check...

TSMC recently acquired a facility that manufactured LCD screens. This news came hot on the heels of TSMC's board of directors approving a $30 billion budget for fab spending and expansion. What's going on? And what are the implications for TSMC shareholders and other interested semiconductor and chip stock investors? In this episode, we dive into the world of glass substrates and their game-changing potential in semiconductor manufacturing. This video is sponsored by https://www.public.com A...

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. Is it still the ultimate investment in this important field right now? Chip Stock Investor breaks...

Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software stock. We discuss everything you need to get you up to speed with Palantir. ETF Video: https://youtu.be/-56YZmTYypc This video is sponsored by https://www.public.com A 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...

In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why we're still not interested in buying indie Semiconductor, Navitas Semiconductor, and Wolfspeed in our small-cap portfolio. Learn why these companies don't meet our investment criteria, and why saying no to investing in stocks is an essential skill for investors. This video is sponsored by https://www.public.com A High-Yield Cash...

Will Applied Materials stock signal massive AI growth for the next 15 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 https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into...

The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks...

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are investors discounting another great AI and accelerated computing growth story in the making? Chip Stock Investors Nick and Kasey discuss a forgotten and overlooked segment at Nvidia, and how it could contribute to the NVDA stock growth story. 👉👉 Chip Stock Investor offers a premium membership that...

Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don't miss the last videos explaining Onto's business model strengths as well, and why this could be an epic investment growth story of the 2020s. This video is sponsored by https://www.public.com A High-Yield Cash...

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip...

ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way for the semiconductor industry. Learn how leading chipmakers like Intel and Taiwan Semiconductor Manufacturing are adopting these cutting-edge technologies, and what this means for investors! This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage...

For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead for the economy? Or is there something less sinister going on? Chip Stock Investor breaks it down the situation on one of its top stock picks of 2024. This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this...

Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impressive year-over-year growth, and how custom chip innovations may help differentiate AWS from the cloud crowd. However, do custom chip designs for AI mean AWS could be a future "Nvidia killer?" Chip Stock Investor explains in...