Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey RossolilloSemiconductors 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 especia... more
| Publishes | Daily | Episodes | 501 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
Onsemi shifted its acquisition of Synaptics to a $5.7B all-cash transaction following competing bid pressure. While markets initially cheered the move, the added balance sheet debt and pushed-out financial targets complicate the near-term recovery pa... more
Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks.
In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Ci... more
Hundreds of billions are pouring into GPU-based AI data centers. We break down who the real structural winners are — and who's just riding peak hype.
The hyperscalers (Amazon, Microsoft, Alphabet, Meta) keep investing heavily in fundamental compute ... more
Synopsys (SNPS) and Cadence (CDNS) own the chip design software duopoly that every designer relies on, yet both have badly lagged the semiconductor rally since 2022. One year after Synopsys’ massive Ansys merger, what actually went wrong?
In this ep... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
Reviews
- Consistently Wrong Hosts (2-Year Listener Review)
If you judge a podcast based on how sweet and charming the hosts are, this is a 5-star podcast. If you judge a podcast based on the intelligence of its hosts, this is also a 5-star podcast. If you judge a podcast based on the hosts' investing decisions, this is a 1-star podcast. Nick and Casey share "their investment decisions" after diving deep into "the case" for each company during an episode. Unfortunately, despite all their fancy analysis, they continually make terrible investing decisions ... more
Apple Podcasts2Reviewer-1829
United Statesa year ago - Terrific Content
This is an excellent podcast. It is full of chip industry insight and investable ideas. The presenters are terrific. Thanks for the great content.
Apple Podcasts5Missing61
Canada2 years ago - I love the insight .. Thank you
I recently started listening to this semiconductor investor podcast with the intention of gaining a comprehensive understanding of the supply chain in the Semiconductor/AI industry, and I must say that I have been thoroughly impressed by the content and insights provided. The podcast has introduced me to a range of new companies and technologies that have expanded my knowledge in this field. The hosts do an excellent job of breaking down complex topics and making them accessible to listeners of ... more
Apple Podcasts5brentelligenceUnited States2 years ago - The Best Podcast No One Knows
This is the best investing podcast that no one knows about. Truly phenomenal analysts who are right on target. And they’re discussing the most critical companies for the AI buildout. A must-listen.
Apple Podcasts5Reviewer-1829United States2 years ago - Thoughtful analysis
First of all caveat emptor, you should be carefully making your own investment decisions. Nick provides interesting comment and analysis on companies that are usually, but not always semiconductor related or sector adjacent. Well worth a listen.
Apple Podcasts5Our boy Ged
United Kingdom3 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #154 |  Australia/Business/Investing |
Apple Podcasts | #62 |  Chile/Business/Investing |
Apple Podcasts | #90 |  India/Business/Investing |
Apple Podcasts | #103 |  Israel/Business/Investing |
Apple Podcasts | #108 |  Ireland/Business/Investing |
Apple Podcasts | #127 |  Denmark/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About Chip Stock Investor Podcast
What is Chip Stock Investor Podcast about and what kind of topics does it cover?
This show focuses on investing in semiconductors and AI infrastructure, with hosts breaking down company fundamentals, industry cycles, and capital-expenditure trends that shape chip-related businesses. Episodes frequently dissect earnings, product cycles, and strategic moves across memory, foundry, and equipment players, often tying discussions to hyperscaler capex, data-center demand, and AI acceleration. A standout aspect is the practical, data-driven approach to valuing chip-adjacent opportunities, along with clear emphasis on portfolio strategy and risk management for tech investors. The format blends technical market analysis with accessible explanations, making it useful for listeners who want to understand how semiconductor dynamics... more
Where can I find podcast stats for Chip Stock Investor Podcast?
Rephonic provides a wide range of podcast stats for Chip Stock Investor Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Chip Stock Investor Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Chip Stock Investor Podcast get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Chip Stock Investor Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Chip Stock Investor Podcast?
Rephonic provides comprehensive predictive audience data for Chip Stock Investor Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Chip Stock Investor Podcast have?
To see how many followers or subscribers Chip Stock Investor Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Chip Stock Investor Podcast?
These podcasts share a similar audience with Chip Stock Investor Podcast:
1. The Circuit
2. Chit Chat Stocks
3. Invest Like the Best with Patrick O'Shaughnessy
4. The Compound and Friends
5. The Real Eisman Playbook
How many episodes of Chip Stock Investor Podcast are there?
Chip Stock Investor Podcast launched 3 years ago and published 501 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Chip Stock Investor Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Chip Stock Investor Podcast?
Rephonic pulls ratings and reviews for Chip Stock Investor Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Chip Stock Investor Podcast?
Rephonic provides full transcripts for episodes of Chip Stock Investor Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Chip Stock Investor Podcast?
Recent guests on Chip Stock Investor Podcast include:
1. Dr. Brad Gibson
2. Brad Gibson
3. Dave Mosley
4. Faraj Aalaei
5. Bob Ma
6. Jacob Goldstein
7. Simon Erickson
8. Braden Dennis
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.