Afleveringen
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In this episode of Chip Stock Investor, we take a deep dive into BE Semiconductor (BESI), a leader in chip packaging. Learn about BESI's role in the semiconductor manufacturing process, its financial standing, and why it's poised for growth as the semiconductor market rebounds. 👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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.Chapters:(00:00) Overview of BESI and Semiconductor Industry(01:18) Semiconductor Market Trends and BESI's Role(04:00) Advanced Packaging and Competitors(12:25) Financial Analysis of BESI(19:22) Investment Considerations and Conclusion#besi #besemiconductor #chippackaging #chiplets #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 Applied Materials
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TransMedics (TMDX) stock has been on a tear. How is this innovative biotech company changing the game in organ transplantation? Learn about their unique machine that keeps organs alive during transportation, their logistics and air transport model, and the potential for further growth in the healthcare sector. Don't miss out -- watch now to see if TransMedics could be the next big thing in your investment portfolio!👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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.Chapters:(00:00) Introducing TransMedics(01:37) The Organ Transplant Problem(03:44) TransMedics' Innovative Solution(05:52) Business Model and Revenue Streams(09:37) Logistics and Recent Acquisition(11:55) Financials and Market Position(17:41) Ethical Considerations and Future Growth(23:42) Conclusion and Investment Thoughts #tmdx #transmedics #smallcapstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Intuitive Surgical
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In this episode of Chip Stock Investor, we dive deep into GE Vernova's position in the current bull market, focusing on energy trends in light of the semiconductor industry. We discuss the growing electricity demands of data centers and GE Vernova's strategic moves post spin-off from GE. From nuclear power to advanced orchestration software, we uncover the pros and cons of GE Vernova and what makes it a potential key player in the energy sector. Join us for an insightful discussion on investing in the future of power generation and delivery.Watch:https://youtu.be/323_B8Pt6N0 Interview with Manuvir Das from Nvidia👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chapters:(00:00) Energy Edition: GE Vernova(00:41)The Impact of Accelerated Computing on Energy Demand(02:28) GE Vernova's Role in Solving Energy Problems(06:36) GE Vernova's Spin-Off and Market Position(07:31) GE Vernova's Business Segments and Competitors(10:05) Pros and Cons of GE Vernova(24:01) Financial Overview and Future Prospects(28:58) Conclusion and Final ThoughtsContent 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. #energystocks #gevernova #nvidia #datacenters #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 APD, BRK.B
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Join us on Chip Stock Investor as we delve into Micron’s (MU) impressive Q3 2024 earnings, revealing a remarkable $6.8 billion in revenue—up 82% year-over-year. Nick and Kasey discuss why AI is a major growth driver for the memory chip industry and Micron's ambitious projections for fiscal year 2025. We'll also explore the broader semiconductor industry's recovery and high demand across various sectors like data centers, automotive, and consumer electronics. 👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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 Chapters:(00:00) Micron's Impressive Q3 2024 Earnings(00:52) Understanding High Bandwidth Memory (HBM)(02:15) Micron's Role in AI and Market Dynamics(03:31) Stock Price vs. Financial Reality(07:29) Data Center and Storage Market Insights(08:53) Consumer Electronics and Automotive Market(11:30) Micron's Future Projections and Valuation(17:07) CapEx Spending and Industry Impact(20:40) Concluding Thoughts on Micron and the Semiconductor MarketNick and Kasey own shares of Micron
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Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for significant growth. Discover the FAB Five, industry trends, and government-funded projects boosting semiconductor capacities worldwide. Don't miss out on key insights and our top stock picks.Link to the "Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update" Manual: https://ko-fi.com/s/ad4a9f5a23Watch next: https://youtu.be/thFL9Z9onAUhttps://youtu.be/1T0oOFyNBRQhttps://youtu.be/JtdlskAoN1chttps://youtu.be/-WyffGzX3Kohttps://youtu.be/-WyffGzX3Ko👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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.Chapters:(00:00) The AI Infrastructure Market(03:46) Global Semiconductor Manufacturing Expansion(09:12) The FAB Five: Key Players in Semiconductor Equipment(11:08) Valuation and Performance of Top Companies(15:53) Current Portfolio and Future Bets #aistocks #asmlstock #lrcxstock #amatstock #klacstock #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, Applied Materials, ASML, Onto Innovation, KLA Corp.
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In this episode of Chip Stock Investor, we dive into Monolithic Power Systems (MPWR) and explore why it could be the Nvidia of data center and AI power chips! Discover the notable similarities between Monolithic Power and Nvidia's business model, and understand how Monolithic Power has achieved significant growth despite a general downturn in the auto and industrial segments.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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. #MPWR #monolithicpower #stocksplit #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:(00:00) Monolithic Power Systems: An Introduction(00:57) Confession: Picking the Wrong Stock(02:17) Monolithic Power's Market Segmentation(03:35) The Fabless Advantage(05:22) Monolithic Power's Growth Strategy(12:35) Financial Performance and Future Prospects(22:36) Comparing Monolithic Power and On SemiconductorNick and Kasey own shares of Nvidia and On Semiconductor
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Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market implications, and explore other top performers like Qualcomm (QCOM) and Pure Storage (PSTG). We'll discuss why some stocks soared, while a few stumbled, and share insights into opportunities and trends in the semiconductor industry for the second half of the year. Don't miss out on these essential updates and strategic tips for your investment portfolio!👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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.Chapters:00:00 Mid-Year Review Overview03:09 NVIDIA: The Leading Chip Stock08:38 Qualcomm's Surprising Growth10:45 Pure Storage: The Unexpected AI Stock14:25 Lattice Semiconductor's Setback16:01 Silicon Motion and Small Cap Bets18:03 Industrial Semiconductor Market Insights22:25 Final Thoughts and Bonus Pick #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 everything we talk about in this video.
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Join us at Chip Stock Investor as we dive into our mid-year review for 2024, assessing the performance of our non-chip stock top picks. What will help Amazon (AMZN) stock continue to outperform? How did Crocs (CROX) surge nearly 70%? What's behind Arcadium Lithium's (ALTM) dumpster fire status, and Salesforce (CRM) stock’s recent dip? We review what happened, our expectations for the second half of 2024, and some of our favorite buy stocks now.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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. #amazonstock #shiftfourstock #croxstock #ononstock #celhstock #brk.bstock #abnbstock #appstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:(00:00) 2024 Stock Picks Overview(01:46) Non-Chip Stocks Performance(03:08) Amazon's Surprising Performance(04:26) Salesforce and ServiceNow Analysis(06:00) Airbnb's Financial Highlights(08:41) Shoe Companies: On Running and Crocs(14:13) Shift4 Payments and Small Cap Strategy(16:16) Arcadium Lithium: A Struggling Stock(19:02) New Additions to the PortfolioNick and Kasey own shares of everything in this video!
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Chip Stock Investor delves into Coherent's business model after poaching top CEO Jim Anderson from Lattice Semi. AI system designers like Nvidia (NVDA) rely heavily on photonics to make high-performance accelerated compute in data centers possible. Could Anderson's move be indicative of great things to come for Coherent stock? Should investors buy, or wait and see? Nick and Kasey discuss what's going on behind the scenes in this AI hardware and infrastructure video.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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. #lasers #latticesemiconductor #coherent #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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As investors continue to hunt down top AI stocks to buy now, Broadcom just joined Nvidia and others in announcing a 10-for-1 stock split. There have also been some top chip stock IPOs, and one of them, Raspberry Pi, is closely tied to Broadcom. As AI chips heat up, is Broadcom stock still a top buy? Don't miss this update from Chip Stock Investor to find out!👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. We now use FinChat.io for our charts, financials, KPI's and more! Here is our referral link to get you 15% off!: finchat.io/csi Check us out on our website: chipstockinvestor.comContent 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. #broadcom #avgo #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 Broadcom
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Airbnb (ABNB) has revolutionized the real estate market by vastly increasing profit margins through short-term stays and its online marketplace model. Chip Stock Investor discusses the company's impressive financial performance, growth trends, and potential risks. Learn why Airbnb is a compelling investment opportunity alongside Booking Holdings (BKNG), and explore the latest additions to their platform aimed at enhancing traveler and vacationer experiences. Don't miss our insights on Airbnb's valuation after recent pullbacks and the future trajectory of the travel and experiences and online booking industry.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Airbnb in the New Economy01:32 Understanding the Market Spectrum02:41 The 80/20 Rule and Real Estate04:36 Airbnb's Business Model and Profit Margins05:56 Airbnb's Financial Performance07:23 Risks and Challenges for Airbnb09:37 Airbnb's New Ventures: Icons and Experiences11:28 Valuation and Investment Insights #airbnb #ABNB #travel #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
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In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how Onto, Nova, and CamTek are advancing in wafer fab and chip packaging, and why Onto's stock has skyrocketed by 160% since early 2023. We also explore Onto's key products like the Firefly G3 and Jet Step X 500 systems, their growth drivers, and revenue trends amidst AI hardware R&D. Discover the potential future growth of Onto Innovation and its peers through 2027, as well as current stock valuations and investment insights.What to watch:https://youtu.be/F3BYHH6HGq4https://youtu.be/TK46dFRTG2Ihttps://youtu.be/iMhmseQ_t6A👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorFind this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1FYou can also find us on Apple and Google Podcasts!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.Chapters:00:00 Onto Innovation: A Key Player in Semiconductor Manufacturing01:15 Understanding Metrology and PDC in Semiconductor Manufacturing02:30 Technologies Behind Metrology Equipment04:10 Stock Performance and Market Position of Onto Innovation05:26 Onto Innovation's Growth and Market Trends09:31 Revenue Analysis and Future Projections14:42 Is Onto Innovation Stock a Buy? #ontoinnovation #camtek #nova #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 Onto Innovation
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Chip Stock Investor dives deep into the Identity Access Management (IAM) sector of cybersecurity. We analyze key players like Microsoft (MSFT) Okta (OKTA) and CyberArk (CYBR), with a special focus on CyberArk's recent deals and acquisition. Learn the difference between IAM and Privileged Access Management (PAM), understand the significance of machine identity management, and get insights into CyberArk's financials, strategy, and future in the ever-evolving industry.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Focus on Identity Access Management01:53 Spotlight on Okta and CyberArk02:25 Thoma Bravo's Role in Cyber Security03:21 Importance of Identity and Access Management03:49 Challenges Faced by Okta04:41 CyberArk's Performance and Potential05:07 Understanding IAM and PAM08:30 CyberArk's Acquisition of Venafi10:57 Machine Identity Management14:28 Final Thoughts and Future Outlook #cybersecuritystocks #cybersecurity #cyberark #okta #identityaccessmanagement #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
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The recent downturn in cloud software stocks has been brutal. In this episode, Chip Stock Investor takes a fresh look at Salesforce and UiPath. Despite significant drops in their stock prices, we analyze if it's time to buy the dip, hold, or exit. We also explore the impact of AI and Nvidia's encroachment on SaaS companies' turf, and discuss the potential for Salesforce and UiPath's recovery. Don't miss our insights on whether SaaS stocks are dead, or just taking a breather.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Introduction to the Software Stock Meltdown01:08 Salesforce: Analyzing the Downturn02:23 Salesforce's Financial Performance and Market Reaction05:59 AI's Impact on Salesforce and Future Prospects12:33 UiPath: Earnings Report and Market Challenges20:36 Comparing Salesforce and UiPath: Future Strategies22:42 Conclusion and Investment Plans #salesforce #uipath #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 Salesforce and UiPath.
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In this Chip Stock Investor episode, we break down CrowdStrike's (CRWD) Q1 FY25 earnings, analyzing if their growth is sustainable. We explore industry trends, and dissect the cybersecurity industry's growth prospects. Can cybersecurity pure-play company CrowdStrike continue to fight the dominance of Microsoft and others? Find out why we think the answer is yes.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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 Crowdstrike
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In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in this strategic investing episode.Videos:https://youtu.be/b40bhVqRAZchttps://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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Marvell Technology's Recent Earnings Report00:58 Marvell's Position in the Semiconductor Industry01:40 Revenue Breakdown and Market Conditions03:33 Profit Margins and Earnings Analysis04:26 Marvell's Data Center AI Opportunity05:47 Marvell's Strategic Acquisitions07:10 Custom Chip Design and Market Potential13:55 Comparing Marvell and Broadcom15:49 Portfolio Strategy and Final Thoughts #marvell #mrvlstock #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 Marvell Technology.Nick and Kasey own shares of
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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 Synopsys and similar companies like Cadence Design Systems (CDNS) are essentials as a new era of AI based computing. Watch before:https://youtu.be/YnsnMUrnXuIhttps://youtu.be/GLuq-CR5pd4https://youtu.be/G9og8DWE2hs👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Synopsys: A Key Player in EDA02:17 Market Dynamics and Recent Developments03:27 Synopsys' Role Beyond Semiconductors10:37 Financial Overview and Investment Insights #synopsys #edasoftware #cadencedesignsystems #anysys #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 Synopsys
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Chip Stock Investor makes a surprising move, swiftly ditching a recent portfolio addition, Snowflake (SNOW) amid concerns over slowing growth and mounting costs. What's their next play in this uncertain cloud and AI software market? And what two intriguing companies have caught their eye instead? Dive into the full video for the juicy details and learn the strategy behind their latest investment changes.Watch before:https://youtu.be/Oq-OhCA6gxYhttps://youtu.be/rzryC6WRnnkhttps://youtu.be/8ypUx3rU3YY👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Snowflake: A New Addition to the Portfolio01:38 Reevaluating Snowflake: Timeline and Concerns03:43 Snowflake's Role in the Data Economy08:42 Snowflake's Business Model and Financials10:02 Challenges and Competition for Snowflake17:52 Reallocating Investments: AppLovin and Monday.com20:15 Investment Strategies and ETF Recommendations #snowflakestock #snowstock #applovin #monday.com #APPstock #mndystock#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 Snowflake. (For Now)
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In this video, Chip Stock Investors Nick and Kasey discusses Lam Research's (LRCX) potential in the chip industry, focusing on its key role in equipment for wafer fabs, $10 billion stock buyback, and upcoming stock split. The video dives into Lam's market position, varied customers, and expansion beyond memory chips. We wrap up with Lam's valuation compared to peers, highlighting its growth prospects.👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorContent 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.Chapters:00:00 Lam Research: Shareholder Value Initiatives03:20 Lam Research in the Semiconductor Industry05:34 Lam Research's Role in Advanced Packaging08:05 High Bandwidth Memory and Chiplets10:04 Deposition Technologies in Semiconductor Manufacturing12:39 Lam Research's Financial Outlook13:13 Stock Split and Share Repurchase Plan16:23 Comparing Valuations: Lam Research vs. Competitors#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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Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, including its ambitious manufacturing projects, the role of gallium nitride (GaN) in power chips, and the broader industry outlook. Don’t miss Jason's expert insights on investing in TI and semiconductor stocks. And check out Investing Unscripted for more in-depth discussions!Investing Unscripted:https://www.youtube.com/@InvestingUnscriptedVideos to watch on TXN:https://youtu.be/CuBjBJ1oZlkhttps://youtu.be/8q0UwIaCYjUhttps://youtu.be/RMJPNTS_P1Q👉👉 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/joinSupport them on Ko-Fi: https://ko-fi.com/chipstockinvestorNot 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.comWe 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=chipstockinvestorChapters:00:00 Texas Instruments08:37 Exploring the Future: Manufacturing Innovations and Gallium Nitride Chips23:42 Evaluating Texas Instruments' Stock: Is It a Buy?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. #texasinstruments #txn #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Jason owns shares of Texas Instruments
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