135本のエピソード
Chip Stock Investor Podcast Nicholas Rossolillo
-
- ビジネス
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 131: Meta Bets Even Bigger On Nvidia-Powered AI – Meta and NVDA Stock April 2024
This video delves into Meta's latest earnings report, focusing especially on the guidance for CapEx on AI systems. It appears the market is starting to fret over the "Nvidia tax."
Despite the initial market panic over Meta's stock price drop, the company is actually doing quite well as it benefits from another "year of efficiency." But Nvidia (NVDA) could be a big beneficiary this year as Meta is ramping up spending on AI systems and development.
Chip Stock Investors Nick and Kasey also briefly touch on Meta's Reality Labs segment and its drain on profitability, but how third-party developers could help improve the picture starting next year. Nick and Kasey conclude with optimism for Meta's long-term value, and hint at potential portfolio adjustments in response to CapEx trends in big tech.
Recent Broadcom video:
https://youtu.be/0ST3Ak52DA4
👉👉 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 chipstockinvestor.com
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.
#meta #markzuckerberg #metaverse #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 Meta
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support -
Episode 130: Top 3 Must-Fix Problems For Tesla In 2024 -- TSLA Stock Updates!
Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines three key items the company can work on to return to profitable growth.
Nick and Kasey discuss the EV industry's prospects, putting the controversies surrounding Elon Musk aside and focusing on developments in Tesla's pipeline that could fix the business in a relatively short period of time.
Stay tuned for more Chip Stock Investor earnings coverage this week! Lam Research and Qualcomm are on deck Wednesday evening.
👉👉 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
Chapters:
00:00 The EV Industry's Growth and Tesla's Position
04:28 Key Issues Holding Back Tesla's Growth
06:27 Strategies for Tesla to Return to Profitable Growth
15:55 Investment Insights and Portfolio Decisions
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.
#tesla #elonmusk #electricvehicles #evs #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 Tesla
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support -
Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems
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 electrical equipment in need of some automation. After a stellar run in the last year, shares have pulled back on “weak guidance.”
Chip Stock Investor breaks it down, explaining why Cadence is doing more than just fine, and updating the valuation on the business. Stay tuned for more earnings coverage this week from bit tech companies!
👉👉 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.
#cadencedesign #edasoftware #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 Cadence Design Systems
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support -
Episode 128: Chip Stock Crash! Why? Time to Buy the Dip?
A significant Friday selloff in the stock market had many investors spooked, especially our viewers who are heavily invested in semiconductor stocks. In this episode of Chip Stock Investor, we delve into reasons behind the selloff.
Nick and Kasey discuss why Nvidia (NVDA) falling 10% in a day needs context, Supermicro's (SMCI) earnings report non-announcement, and broader concerns in the semiconductor industry such as downturns in the auto and industrial market, and worry over ASML's and Taiwan Semiconductor's earnings reports.
Despite the volatility, Nick and Kasey emphasize the importance of zooming out to see the bigger picture, highlighting the impressive gains semiconductor stocks have made since October 2022. The discussion also touches on investor approaches to buying the dip, advocating for moderation is investor habits, a focus on quality businesses, and diversified portfolios.
👉👉 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.
#stockmarket #stockmarketnews #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 Nvidia
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support -
Episode 127: A Top AI and Robotics Healthcare Stock to Buy and Hold Forever: Intuitive Surgical (ISRG)
Intuitive Surgical is one of Chip Stock Investor's favorite health tech stocks. It's by far and away the best performing health stock in our portfolio. The revenue growth may look pedestrian, but profitability is poised for continued growth. This company could very well be with us for many years to come!
Find out the details in this episode with Chip Stock Investor's "resident nurse" Kasey.
👉👉 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.
#intuitivesurgical #roboticsurgery #healthtechstocks #healthcare #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 Intuitive Surgical
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support -
Episode 126: Beyond AI and EUV: Everything You Need to Know About ASML Stock For 2024
ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip manufacturing, but was ignoring the financial guidance ASML management had provided a few months ago.
Shares are giving back some of their 2024 gains, but it's no surprise. This was always going to be a "transition year" for the company. Chip Stock Investor breaks it down and explains its call for this top semiconductor manufacturing equipment provider.
👉👉 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.
#asml #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 ASML
---
Support this podcast: https://podcasters.spotify.com/pod/show/nicholas-rossolillo/support