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May 2024
28m 42s

Episode 150: 1 Chip Stock Ready For A Ne...

Nicholas Rossolillo; Kasey Rossolillo
About this episode
<p>Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, including its ambitious manufacturing projects, the role of gallium nitride (GaN) i ... Show More
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Yesterday
Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations
<p>The market is pulling back (NASDAQ down 8.5%, and the bearish claims against Nvidia and the entire AI data center build-out are louder than ever. &lt;br&gt;Claims are circulating that the AI boom is a &quot;house of cards&quot; and potentially &quot;the biggest fraud in human ... Show More
17m 29s
Nov 20
Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review
<p>NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own heading into the new year? &lt;br&gt;In this moderate, high-level analysis, we dig into the latest NVIDIA financial resul ... Show More
9m 16s
Nov 18
What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?
<p>Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate GAAP earnings.&lt;br&gt;We dive into this controversial argument, explaining ... Show More
11m 12s
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