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 | 462 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Solstice Advanced Materials is acquiring Element Solutions (NYSE: ESI) in a $4.5 billion deal that would create a combined semiconductor and electronics materials supplier generating close to $8 billion in annual revenue, and the market didn't love i... more
Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behind the 2026 semiconductor cycle, especially the st... more
Qualcomm just held its 2026 Investor Day, and the headline number is a new $15 billion AI data center revenue target for 2029 — up from essentially zero two years ago. We break down whether this fabless smartphone-royalty giant can actually pull off ... more
IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semiconductor royalty business.
IBM claims NanoStack deli... more
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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 States10 months 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
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #29 |  Chile/Business/Investing |
Apple Podcasts | #67 |  Hong Kong/Business/Investing |
Apple Podcasts | #86 |  Japan/Business/Investing |
Apple Podcasts | #135 | Chile/Business |
Apple Podcasts | #139 |  Indonesia/Business/Investing |
Apple Podcasts | #205 | Hong Kong/Business |
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Frequently Asked Questions About Chip Stock Investor Podcast
What is Chip Stock Investor Podcast about and what kind of topics does it cover?
The show focuses on semiconductors as the engine of modern technology and investing, with deep dives into quarterly results, market structure, and AI-driven infrastructure. Episodes frequently dissect data-center demand, supply chain dynamics, and strategic moves by chipmakers, equipment suppliers, and space/telecom players, often linking hardware trends to investment implications. Notable strengths include data-driven modeling, candid risk-to-reward assessments, and frequent calls to action for listeners to engage with research tools and sponsor partnerships. The format blends rigorous finance discussions with industry context, attracting listeners who want actionable insights into how the chip ecosystem translates into stock opportunities... more
Where can I find podcast stats for Chip Stock Investor Podcast?
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How many listeners does Chip Stock Investor Podcast get?
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How many subscribers and views does Chip Stock Investor Podcast have?
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Which podcasts are similar to Chip Stock Investor Podcast?
These podcasts share a similar audience with Chip Stock Investor Podcast:
1. Chit Chat Stocks
2. BG2Pod with Brad Gerstner and Bill Gurley
3. Yet Another Value Podcast
4. Excess Returns
5. The Meb Faber Show - Better Investing
How many episodes of Chip Stock Investor Podcast are there?
Chip Stock Investor Podcast launched 3 years ago and published 462 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?
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What guests have appeared on Chip Stock Investor Podcast?
Recent guests on Chip Stock Investor Podcast include:
1. Simon Erickson
2. Faraj Aalaei
3. Bob Ma
4. Jacob Goldstein
5. Braden Dennis
6. Ryan Henderson
7. Kasey Rossolillo
8. Jason Hall
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.