logo
episode-header-image
Dec 2024
22m 54s

Episode 244: Robotics Long-Term Investme...

Nicholas Rossolillo; Kasey Rossolillo
About this episode

Supercharge your analysis with AI! Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec 2, 2024. After that, get 15% off with our link☝️ ) Investors want to know about long-term investing in robotics stocks, and Nvidia is an obvious choice. There are also robotic startups trying to prove their worth too. Of course, at Chip Stock Investor, we always default to established semiconductor businesses. It's time to take another look at Allegro Microsystems (ALGM), focusing on the impact of recent U.S. CHIPS Act funding, the company's business model, and its connection to the "robotics revolution." With insights into the future of power and sensor chip sales, and by extension, in robotics, Nick and Kasey look at why Allegro might be worth a small investment, for which type of investor, and how to do so without harming your portfolio's performance. Referenced article on Symbotic: https://www.fool.com/investing/2023/12/18/can-symbotic-stock-double-in-2024/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ******************************************************** Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #allegromicrosystems #algm #sensors #sensors #tmrsensors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Up next
Yesterday
Why Palo Alto Networks Just Spent Billions (PANW Analysis)
<p>Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend: Cybersecurity.&lt;br&gt;With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Network ... Show More
11m 47s
Nov 22
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
Recommended Episodes
Feb 2025
Best ETFs for: Riding the AI boom
AI is arguably the most compelling reason to be an investor today. With trillions of dollars expected to be made, how can investors set themselves up to capture this opportunity?In this episode, we compare the most popular thematic ETFs covering Artificial Intelligence on the ASX ... Show More
18m 19s
Sep 22
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Sep 18
Nvidia and Intel Make a $5 Billion Bargain
Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well ... Show More
21 m
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
46m 27s
Oct 17
How Investing Has Changed In the Last 5 Years
Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in ... Show More
42m 1s
Sep 30
Beyond Nvidia: How to spot the next AI breakout for your portfolio
Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More
24m 45s
Jul 2025
Venture capital is booming, but only if you’re in AI
64% of venture capital funding this year has gone straight to AI startups, leaving consumer ventures starving for cash. That’s what Bryanna Samuels, a Wall Street-trained VC investor, reveals on Stocks in Translation. Samuels explains how public markets shape private valuations, ... Show More
23m 34s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s
Sep 22
Nvidia eyes $500M investment into self-driving tech startup Wayve, also, UK fintech Tide becomes a TPG-backed unicorn
Nvidia CEO Jensen Huang descended on the United Kingdom this week, armed with a pledge to invest $2.6 billion to supercharge the country’s AI startup ecosystem. Wayve, the U.K.-based self-driving tech startup, could be one of those to receive funds from Nvidia’s AI investment com ... Show More
8 m