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 especia... more
Publishes | Twice weekly | Episodes | 345 | Founded | 2 years ago |
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Number of Listeners | Categories | BusinessInvesting |
Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential... more
Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?
CSI is taking a deep ... more
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>
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Nvidia and Intel anno... more
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: fiscal.ai/csi/
Hey everyone! Welcome back ... more
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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
This is an excellent podcast. It is full of chip industry insight and investable ideas. The presenters are terrific. Thanks for the great content.
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
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.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #247 |
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Exploring the complexities of the semiconductor industry, programming insights into chip technology, and investment strategies are at the core of content produced. Listeners can expect a comprehensive approach that combines market analysis with business fundamentals, particularly emphasizing how advancements in the semiconductor sector influence broader economic trends, including developments in generative AI and electric vehicles. With skilled hosts who blend technical knowledge with investment acumen, the episodes provide accessible discussions surrounding pivotal topics, alongside the potential risks and opportunities inherent in the market.
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Chip Stock Investor Podcast launched 2 years ago and published 345 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Chip Stock Investor Podcast include:
1. Kasey Rossolillo
2. Jason Hall
3. Paddy Srinivasan
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