Chip Stock Investor Podcast

Nicholas Rossolillo; Kasey Rossolillo
  • 4.7 (13)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 2D AGO

    4 Beaten-Down Software Stocks to Buy Now?

    Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year underperformance compared to hardware, is there finally value in the software sector?In this episode, we are joined by Ryan Henderson of the Chit Chat Stocks Podcast and Fiscal.ai to break down the hardware decade and discuss where he is finding value right now. We cover the threat of AI "vibe coding" replacing SaaS, why Adobe might be the Western Union of creative software, and deep dives into Remitly, Wise, Monday.com, and Airbnb.Find Ryan and The Chit Chat Stocks Podcast here: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r?si=2d1f06dc987f41aaSupercharge 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, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:[00:00] Intro: The Great Software vs. Hardware Divergence[00:58] The Charts: SMH vs. IGV (Software ETF) Performance[06:21] Ryan’s Value Pick #1: Remitly (RELY) vs. Western Union[10:59] Remitly vs. Wise (TransferWise): Key Differences[14:19] Is Adobe (ADBE) a Value Trap or Future Compounder?[18:49] Pick #3: Monday.com (MNDY) & Moving Upmarket[19:58] The "Vibe Coding" Debate: Will AI Kill SaaS Companies?[24:59] Pick #4: Airbnb (ABNB) – A Monopoly on Alternative Stays?[29:45] ServiceNow (NOW): Acquisitions, Identity Security, & 98% Renewal Rates[32:59] The Real AI Threat: Disruption of Data Aggregation & Financial DataIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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.#SoftwareStocks #StockMarket #Investing #Adobe #Airbnb #SaaS #AI #Semiconductors #remitly #monday.comNick and Kasey own shares of Monday.com

    36 min

  2. 4D AGO

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

    Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, 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 2025 financials, and discuss whether the current valuation makes sense for your portfolio.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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🎧: https://podcasters.spotify.com/pod/show/chipstockinvestorChapters:00:00 - Introduction: Revisiting Rambus in 202601:45 - What does Rambus actually do? (IP vs. Patents vs. Products)02:45 - Key Competitors04:00 - The Pivot: From IP Licensing to Fabless Chip Design05:30 - The Tech: DDR5 & HBM (High Bandwidth Memory)06:20 - Financials: Product Revenue is Catching Up08:15 - How the Memory Shortage Benefits Rambus10:25 - Operating Margins & Cash Flow Analysis11:45 - Valuation: Is the Stock Too Expensive?12:35 - Conclusion: Playing the Memory SupercycleIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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. #Semiconductors #Rambus #RMBS #StockMarket #Investing #AI #MemoryShortage #ChipStockInvestor

    14 min

  3. 5D AGO

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

    We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve 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 2026.-- The CEO all but confirmed they are designing the boot drive controller for Nvidia's Bluefield-4 DPUs. We analyze what this Nvidia bump means for their bottom line.Valuation: With margins expanding toward 50% and revenue growing, is SIMO still a deal at $110/share?The MaxLinear Drama: An update on the failed merger and the $160M termination fee arbitration that could finally be resolved this year.If you are looking for a semiconductor play outside the massive trillion-dollar giants, this episode is for you.Watch next: https://youtu.be/JxpoNjBCmDkhttps://youtu.be/_uvIkPwDu5AJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Why we kept our Silicon Motion shares00:48 - What are NAND Flash Controllers?01:58 - The 2026 Memory Shortage: Ripple effects in the supply chain03:20 - The Frenemy Risk: Competing with customers (Samsung, Hynix)04:36 - The Cadence Connection: IP supply chain dependencies06:17 - The Nvidia Catalyst: Bluefield-4 Boot Drives11:13 - Financials: Margins expanding to 50%?12:29 - Valuation: Is SIMO still a buy at $110?13:50 - The MaxLinear (MXL) Lawsuit: Where is the $160M?*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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.#SiliconMotion #SIMO #Semiconductors #ChipStocks #StockMarket #Investing #Nvidia #NVDA #NANDFlash #TechInvesting #SmallCapStocks #ValueInvesting #SupplyChain #ChipStockInvestor #AIChipsNick and Kasey own shares of Silicon Motion

    17 min

  4. JAN 17

    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 2026 in the auto and industrial end market.We analyze MCHP’s recent guidance raise on January 5th , the return of CEO Steve Sanghi , and the critical inventory metrics that every semiconductor investor needs to watch. Plus, we compare Microchip’s recovery to peers like Texas Instruments, STMicroelectronics, and On Semi. 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-formChapters:00:00 - Microchip (MCHP) raises guidance 02:08 - CEO Steve Sanghi’s 9-point plan & healthy bookings 03:30 - Revenue Analysis: Is this a "Hockey Stick" recovery? 05:39 - The Key Metric: Inventory levels are dropping 06:36 - Peer Check: TXN, ON, STM, and Lattice Semi 08:50 - Book-to-Bill Ratio explained 10:30 - Value Investing vs. Momentum TradesIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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.#Microchip #MCHP #Semiconductors #ValueInvesting #StockMarket #SteveSanghi #AutoChips #IndustrialStocks #Investing #chipstockinvestor #TechStocks #MarketRecoveryNick and Kasey own shares of Microchip, Lattice, On Semi

    13 min

  5. JAN 15

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

    Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?We discussed this back in 2025, 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 hierarchy—from ultra-fast on-chip SRAM to HBM and long-term storage—and give you the basket of companies to watch for each layer.We also discuss why Pure Storage is our top bet for secondary storage and how equipment suppliers like Lam Research could benefit as manufacturers race to expand capacity.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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-formChapters:00:00 – Memory Shortages: Bubble vs. Cyclical Growth 02:13 – The AI Memory Hierarchy Explained (SRAM, DRAM, NAND) 04:59 – SRAM Stocks: Nvidia, AMD, & Synopsys 06:50 – Embedded Memory: Weebit Nano & MRAM players 07:46 – DRAM & HBM Leaders: SK Hynix, Micron, Samsung 09:00 – The NAND & HDD Resurgence (Seagate & WD) 11:00 – Why Pure Storage is a Top Bet 14:00 – The Fab Five & Lam Research OpportunityIf you found this video useful, please make sure to like and subscribe!********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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. #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, Micron, Pure Storage, Sk hynix, Kioxia, Lam Research

    15 min

  6. JAN 13

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

    CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.Time to go back to our roots! In this episode, we’re 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 on who the true long-term wealth compounder is. We dive into the operating margins, 2025 revenue projections, and why advanced packaging is the new battleground for chip revenues.In this video, we cover:The difference between "Set it and Forget it" stocks vs. those that need babysitting.--TSMC’s massive $120B+ revenue year and 2026 outlook.--Why Amkor is picking up the work TSMC doesn't want.--The latest earnings update on Aehr Test Systems.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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-formChapters: 01:10 - The 3 Stocks: Amkor, TSMC, Aehr 02:15 - 3-Year & 5-Year Return Comparison 03:55 - The Advanced Packaging Opportunity (Amkor) 05:30 - TSMC Revenue Breakdown & 2025 Projections 08:20 - Comparing Operating Margins10:45 - Aehr Test Systems: Earnings & Cash Burn 14:15 - Summary: The Sleep Well at Night PickIf you found this video useful, please make sure to like and subscribe!********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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.#Semiconductors #TSMC #Amkor #AehrTestSystems #StockMarket#TSM #AMKR #AEHR #ChipStocks #SemiconductorSupplyChain #AdvancedPackaging #WaferFab #ChipManufacturing #LongTermInvesting #TechStocks #FinancialAnalysis #PortfolioManagement #ValueInvestingNick and Kasey own shares of TSM

    15 min

  7. JAN 11

    Top 3 Autonomous Driving & Robot Stocks For 2026

    Automotive and robotics are converging in 2026, 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 technology into the emerging humanoid robot race. 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 If you found this video useful, please make sure to like and subscribe! ********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! 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. #Mobileye #Nvidia #Qualcomm #HumanoidRobots #AutonomousVehicles #StockMarket2026 #MenteeRobotics #Semiconductors #NVDA #QCOM #MBLY #IndustrialRobotics #Invest #TechNews Nick and Kasey own shares of Nvidia and Qualcomm

    16 min

  8. JAN 8

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

    Nvidia just kicked off 2026 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 2026 baseline assumptions for NVDA stock, including profit growth expectations and valuation risks.How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics: https://youtu.be/RC8Tzr1pXxAJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge 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-formChapters:0:00 Our Top Stock Holding1:00 Why Individual Chips Don't Matter Anymore (Full Stack)2:45 Vera Rubin, Bluefield-4, and More4:15 Bluefield-4: The Secret to AI Inference Storage6:05 Solving the "KV Cache" Problem with Enfabrica8:10 Nvidia Dynamo & The 5X Inference Breakthrough10:00 Nvidia Stock Analysis: 2026 Price & Profit Outlook11:45 Managing Cyclicality: Is the AI Growth Cycle Over?If you found this video useful, please make sure to like and subscribe!********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!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. #NVIDIA #NVDA #Semiconductors #AI #TechInvesting #ChipStockInvestor #GPU #CES2026 #VeraRubin #Bluefield4 #AIInference #NvidiaDynamo #DataCenter #Networking #FullStackCompute #KVCache#StockMarket #InvestingStrategy #TechStocks #GrowthStocks #PortfolioUpdate #MarketAnalysis #EarningsGrowth #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia

    13 min
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4.7
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About

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.

Information

  • Creator
    Nicholas Rossolillo; Kasey Rossolillo
  • Years Active
    2023 - 2026
  • Episodes
    384
  • Rating
    Clean
  • Copyright
    © Nicholas Rossolillo; Kasey Rossolillo
  • Show Website
    Chip Stock Investor Podcast

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