141 episodes

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

Chip Stock Investor Podcast Nicholas Rossolillo

    • Business

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

    Episode 137: Unlock The Secret Behind Google's $20 Billion Payment To Apple - Calculate It Yourself!

    Episode 137: Unlock The Secret Behind Google's $20 Billion Payment To Apple - Calculate It Yourself!

    This Chip Stock Investor video breaks down Google's massive $20 billion annual payment to Apple for default search engine status on iOS. This is what's at the heart of the DOJ case against Google's internet search monopoly. Nick and Kasey explore how this payment can be calculated, and reveals the significant impact it has on Apple's profitability.


    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #google #apple #lawsuit #antitrust #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of Google and Apple




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 8 min
    Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)

    Episode 136: One Small Chip Company Eating Intel and AMD’S Market Share: Lattice Semiconductor (LSCC)

    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.

    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #latticesemiconductor #fpga #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of Lattice Semiconductor




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 9 min
    Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value

    Episode 135: Top AI and Auto Chip Stock Qualcomm – Beating the Market and Still A Great Value

    Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kasey discuss the latest earnings update and why Qualcomm’s rebound is poised to get even better.

    Last QCOM Video: https://youtu.be/vIytBb1cvXg

    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #qualcomm #qualcommstock #qualcommsnapdragon #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of Qualcomm




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 19 min
    Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock

    Episode 134: Forget AI, This Is (Still) the Best Reason to Own AMD Stock

    AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market – and why AI is a big distraction for AMD shareholders. Subscribe for more semiconductor stock analysis!

    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Previous AMD video:https://youtu.be/lOWIevFImpA

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #amd #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of AMD




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 14 min
    Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks

    Episode 133: Visa (V): The Ultimate Standard For Cloud Computing Stocks

    Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks?

    Nick highlights the digital payments network leader as a prime example of success in the cloud and enterprise computing sector. The discussion covers a high-level view of Visa's business model, its contributions to cybersecurity, the infrastructure supporting its massive digital transactions network, and its financial health, including impressive earnings and massive shareholder returns.

    The analysis especially reveals Visa's incredible cash flow, and how management has returned much of that to shareholders over time. Chip Stock Investor reaffirms its outlook on Visa as a core portfolio holding, emphasizes its role as a digital railway, and its exemplary business model for IT and cloud computing companies to imitate.

    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #visa #digitalpayments #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of Visa




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 16 min
    Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

    Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

    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!

    Recent Lam video: https://youtu.be/1WYtJnXpOC4

    👉👉 Chip Stock Investor offers a premium membership that gives you:

    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.

    How to Join:

    Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join
    Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor

    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

    Check us out on our website: chipstockinvestor.com

    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    https://mainstreetdata.com/subscription?via=chipstockinvestor

    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

    #lamresearch #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

    Nick and Kasey own shares of Lam Research




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    Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support

    • 14 min

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