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 | 382 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at the... more
Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for actual value in the market. In this video, we break d... more
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI b... more
CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing supply chain to see exactly how money is moving 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 States4 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 Statesa year 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 | #99 |  South Africa/Business/Investing |
Apple Podcasts | #106 |  Finland/Business/Investing |
Apple Podcasts | #167 |  Saudi Arabia/Business/Investing |
Apple Podcasts | #184 |  Netherlands/Business/Investing |
Apple Podcasts | #199 |  Norway/Business/Investing |
Apple Podcasts | #205 | South Africa/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?
Exploring the intricacies of the semiconductor industry, this podcast focuses on the pivotal role that chips play in fueling the modern economy. It covers a wide range of topics related to semiconductor technologies, investment strategies, and market dynamics, particularly in the context of advancements like generative AI and electric vehicles. The hosts provide in-depth analysis of industry trends, individual company performance, and the overall health of the semiconductor market, making it an insightful resource for investors and tech enthusiasts alike. With its blend of humor and expert commentary, the show invites listeners to gain a nuanced understanding of an essential yet complex sector driving future innovation.
Listeners are likel... 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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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?
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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. Business Breakdowns
2. The Intrinsic Value Podcast - The Investor’s Podcast Network
3. Barron's Live
4. Motley Fool Money
5. Barron's Streetwise
How many episodes of Chip Stock Investor Podcast are there?
Chip Stock Investor Podcast launched 3 years ago and published 382 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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What guests have appeared on Chip Stock Investor Podcast?
Recent guests on Chip Stock Investor Podcast include:
1. Kasey Rossolillo
2. Jason Hall
3. Paddy Srinivasan
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.