Chip Stock Investor Podcast

Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations

Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review

What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?

Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space

Want To Invest In Robotics? It's Not Where You Think (ALGM Stock)

AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings

Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?

AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?

The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)

NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G

Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)

GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)

Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?

NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?

Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?

SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play

Netskope (NTSK) Stock Analysis: What Investors Need to Know

Figma (FIGMA) Stock Analysis | What To Do After The Drop

Nvidia And Intel Deal: What Investors Need To Know

3 Year Anniversary For Chip Stock Investor | How Did We Do?

Rubrik's Master Plan: Connecting AI, Data Security, and Huge Growth (RBRK)

Intel and China Are Hurting Synopsys (SNPS) Stock. Here's Why.

Is Salesforce Stock Too Cheap To Ignore? (CRM Stock Analysis)

Chip Stocks Heat Up! Second Half 2025 Expectations (ADI Stock Analysis)

Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

Unity (U) Stock: Is Their Ad Network the Game Changer Investors Hope For?

Miami International Exchange (MIAX) Stock Analysis: A New Player in Financial Exchanges

What Happened To Applied Materials? AMAT Stock Analysis

CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to Know

What Happened to Fortinet? FTNT Stock Analysis

Episode 326: The TRUTH About Data Center AI Inference: AMD, ALAB, ANET Stock Analysis

Episode 325: Is This Small Chip Manufacturer Stock Ready to Soar?

Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment

Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming

Episode 322: ASML High-NA EUV Shipments Are Underway -- Here's What Matters Most For Investors Now

Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock

Episode 320: Figma IPO Why We Plan to Buy -- FIG Stock Analysis

Episode 319: Small Investment Bets Mid-Year Review 2025

Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis

Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints

Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025

Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis

Episode 312: Synopsys China Hit, Ansys Merger, & Future of Chip Design Stocks (SNPS, ANSS, CDNS)

Episode 311: Nvidia Is Back In the Game - NVDA Still A Best Stock For 2025?

Episode 310: PANW Stock: Palo Alto Networks' Strategic AI Investments

Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)

Episode 308: Fortinet: Still A Top Cybersecurity Investment For 2025 (FTNT Stock Analysis)

Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers