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 | 442 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five companies that control roughly 70% ... more
Amphenol (APH) just reported Q1 2026 earnings and the stock sold off — but the revenue numbers tell a different story. In this episode, Kasey and Nick break down every segment of Amphenol's business and ask whether this "boring" semiconductor supply ... more
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some e... more
On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to Home Depot and buying YETI coolers to preserve human hearts before transplantation. None of t... 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 States9 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
Canadaa year 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 Kingdom2 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #214 | United Kingdom/Business/Investing |
Apple Podcasts | #219 | Canada/Business/Investing |
Apple Podcasts | #106 |  Sweden/Business/Investing |
Apple Podcasts | #151 |  Brazil/Business/Investing |
Apple Podcasts | #159 |  Japan/Business/Investing |
Apple Podcasts | #168 |  Ireland/Business/Investing |
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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?
This show focuses on semiconductors, AI compute, and the business dynamics shaping chip companies and investing in the space. Episodes routinely dissect AI accelerators, data-center demand, supplier ecosystems, and the valuation implications of growth forecasts, with an emphasis on how major players and macro trends influence stock trajectories. A notable edge is the blend of deep technical context with investing narratives, plus an ongoing emphasis on cash flow, profitability, and capital allocation in a rapidly evolving industry. Potential listeners include investors and engineers who want practical perspectives on where the semiconductor landscape is headed and which companies to watch.
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?
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What are the audience demographics for Chip Stock Investor Podcast?
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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. Business Breakdowns
5. The Synopsis
How many episodes of Chip Stock Investor Podcast are there?
Chip Stock Investor Podcast launched 3 years ago and published 442 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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Where can I see ratings and reviews for Chip Stock Investor Podcast?
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How do I access podcast episode transcripts for 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. Faraj Aalaei
2. Bob Ma
3. Jacob Goldstein
4. Simon Erickson
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.