Chip Stock Investor Podcast

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************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. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/It's been over a year since Chip Stock Investor originally announced it would gradually start selling its stake in Marvell Technology Group (MRVL stock) and purchase more Broadcom (AVGO stock). What went wrong with Marvell? And what has happened in the last year that could pave the way for better stock returns for MRVL investors? Nick and Kasey discuss recent events, and Marvell's growth in AI and data center infrastructure.Join us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-sign-up/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey discuss whether LiDAR belongs in their small bets basket of stocks.Join us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-sign-up/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Synopsys (SNPS stock) revealed that it has been restricted from selling EDA software to customers in China. What does that mean for the EDA software industry? And what about Synopsys' pending merger with ANSYS (ANSS)? Chip Stock Investors Nick and Kasey break down the present situation for Synopsys, Cadence Design (CDNS), Siemens (SIE), and ANSYS investors to consider.

Supercharge your analysis with AI from Finchat.io! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip Stock Investor discusses Nvidia earnings, and how the second half of 2025 is shaping up to be a big run of growth for the AI leader. NVDA stock analysis in under 10 minutes.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin Semiconductor Insider Membership: https://chipstockinvestor.com/semi-insider-sign-up/

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Fortinet (FTNT stock) has been a top-performing cybersecurity and networking hardware business so far in 2025. In this episode of Chip Stock Investor, Nick and Kasey discuss what Fortinet is working on in cybersecurity, including the growing importance of network security hardware. They also discuss Fortinet's recent financial performance and where the company is at in the sales cycle. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on.Watch our previous video on CoreWeave: https://youtu.be/OcFsXMKzHBYSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Time for a Rocket Lab (RKLB stock) update after the Q1 2025 earnings report. Chip Stock Investors Nick and Kasey update after their deep dive earlier in 2025, and discuss whether they're ready to buy this promising space economy stock: https://chipstockinvestor.com/rocket-lab-rklb-stock-buy-the-dip-before-liftoff/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that means for FPGA pure play, Lattice Semiconductor. We explore the implications for Lattice, analyze their current valuation metrics, and discuss potential market changes following the Altera deal. Learn about Lattice's financial health, market strategy, and how Intel's strategic sale could influence their future.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, Kasey and Nick revisit AMD's performance in the most recent quarter to evaluate whether it's finally time to buy AMD stock. The story all along has been about increasing profit margins. Has AMD finally done it?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Supercharge your analysis with AI! Get 15% of your membership(25% off through May 1, 2025!) with our special link here: https://finchat.io/csi/Investors had a brief scare when U.S. GDP contracted in Q1 2025. But global powerhouse stocks can provide a sleep-easy investment. Chip Stock Investors Nick and Kasey break it down, discussing macroeconomics through the lens of Visa (V stock) and Booking Holdings (BKNG).Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers 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*****************************************************************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.Chapters:00:00 Intel's Quarterly Earnings Breakdown01:39 Financial Analysis and Market Trends04:15 Challenges and Strategic Shifts04:57 Gross Margins and Operating Income08:37 Future Roadmap and Final Thoughts #intel #intc #intelfoundry #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Intel

Lam Research just dropped earnings—and surprise: tariffs aren't the monster we thought! From a booming service business to record-level margins, Lam's still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we dive into fresh earnings reports from two robotics-heavyweights: Tesla and Intuitive Surgical. Is Tesla's Q1 dip a normal cycle downturn or the start of something bigger? We explore key data points like vehicle deliveries, energy revenue, and Elon's political impact. Then we turn to Intuitive Surgical's solid performance, procedure growth, and how tariffs might affect its margins. Two very different businesses, both navigating big challenges and big opportunities.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Investors were clamoring for humanoid robot stocks earlier this year, but some of the most productive use of robotics around is none other than inside semiconductors fabs. Chip Stock Investors Nick and Kasey discuss how it works, who the king of fab robotics and automation is, and three key suppliers for fab robotics.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSafeguard 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

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for 2025 and beyond?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break down the present situation.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Safeguard 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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia (NVDA stock) and TSMC (TSM stock) are making U.S. investments to mitigate tariff threats and trade wars. Chip Stock Investors Nick and Kasey discuss these manufacturing changes, including silicon photonics, how this will benefit Nvidia, and risks for TSMC.Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Market meltdown Semi Insider annual membership sale: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Tariffs have the stock market in turmoil. It's a new era for chip stocks. Is the "Nvidia of power chips," Monolithic Power (MPWR stock) still a good buy? Chip Stock Investors Nick and Kasey discuss why they've been buying during the market crash, but also point out a key risk from the U.S. and China trade war.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSafeguard 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

Get 25% off an annual membership to Semi Insider: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25What are chip stock investors Nick and Kasey doing during the market crash due to tariffs? They discuss past market turbulence, and common mindsets that lead to bad decisions -- in times of extreme fear, as well as times of unchecked investor optimism. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersOnsemi and related automotive, industrial, and power chip manufacturers are getting obliterated by the Trump tariff announcements. Does Onsemi have a plan? And what do Chip Stock Investors Nick and Kasey think about this portfolio holding?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formMemory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more!

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIs ServiceNow (NOW) stock a buy now? Chip Stock Investors Nick and Kasey explain why they finally decided to buy the dip after covering NOW stock for years, including with its partnership with Nvidia (NVDA) in building enterprise AI software.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like SK hynix and Absolics. We also address the impact of macro trends such as the US Chips Act and forecast potential growth opportunities for AMAT in the semiconductor industry.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIn this episode of Chip Stock Investor, Nick and Kasey delve into Google's planned acquisition of cloud cybersecurity company Wiz for $32 billion. They also discuss the Department of Justice's proposed rulings on Google's ad dominance and explore the broader shift from mobile to data center monetization.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nvidia hosted its first ever Quantum Day at GTC 2025. But does that make quantum computing a good investment right now? And who is poised to profit the most from quantum computing at this point in the research and development process? Chip Stock Investors Nick and Kasey Rossolillo discuss why Nvidia could be the best bet right now.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Fund your account in five minutes or less at https://www.public.com/CSI Jensen Huang said the robot revolution is "closer than you think." But how close? And where should investors get started? Chip Stock Investors Nick and Kasey discuss why Nvidia is a great place to start. They also discuss why other top semiconductor companies can be a great bet on robotics, and why investors eager for humanoid robot startup investments should be leery. This is a key update from Chip Stock Investor!Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersAffiliate 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. #nvidia #nvdastock #robotics #roboticstocks #semiconductorstocks #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of NvidiaPublic Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

Fund your account in five minutes or less at https://www.public.com/CSI Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formOracle had another great earnings report. Were there hidden messages for investors worried about the durability of the market during the correction? What does it mean for top Oracle supplier Nvidia? Check out the video to find out!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/The Nvidia GTC Keynote from Jensen Huang was packed full of data for investors. Is the AI boom over? Or is Nvidia's value proposition to customers only just starting? Chip Stock Investors Nick and Kasey break down a pivotal moment in the GTC event, and discuss whether the AI data center trade will re-accelerate or not.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semiconductors and software mean for growth in 2025 and beyond. Get the key insights before NVIDIA (NVDA) GTC!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

CoreWeave is having an IPO. Is the stock a buy? Chip Stock Investor dives into the AI and data center infrastructure provider business model, CoreWeave's relationship with Nvidia as a supplier and Microsoft as a top customer, and why they might buy a small position anyways despite the riskSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Pure Storage (PSTG) stock tanked just like everything else in the world of tech stocks. Blame the market pullback, hastened by worries over tariffs and the impact of layoffs in the U.S. government. But PureStorage has some great things going for it. The subscription software and storage hardware, paired with a new supply deal with Meta, could be catalysts for future growth. Chip Stock Investor takes another look at the valuation and discusses whether PSTG is a buy!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. What will logic chip technology look like in the next 15 years? And how can this technology R&D be invested in right now? Chip Stock Investor explains a few details from recent investor days at ASML and Lam Research (LRCX) where the next decade of logic chip technology was briefly mentioned.Join us on Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersArticle links:https://youtu.be/5RPFfPtgw7g?si=J3i38eqHnmwNTsORhttps://www.asml.com/en/news/stories/2022/what-is-a-gate-all-around-transistorhttps://www.synopsys.com/blogs/chip-design/what-are-gate-all-around-gaa-transistors.htmlhttps://www.imec-int.com/en/articles/imec-puts-complementary-fet-cfet-logic-technology-roadmaphttps://www.nature.com/articles/s41699-019-0106-6Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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.#latticesemiconductor #lsccstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lattice SemiconductorPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. The Trade Desk stock (TTD) flopped after Q4 earnings. Are they in trouble? What happened? Is it time to buy the dip? Chip Stock Investors Nick and Kasey explain TTD management's discussion of what went wrong, and what they're doing to get the growth story back on track. They also explain why they're buying a bit more of TTD to their long-time holding in the company.Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Nvidia earnings were great, so why does the market still hate the stock? Chip Stock Investors Nick and Kasey discuss two "issues" that are weighing on NVDA stock right now, but why Nvidia's business could remain in growth mode for some time in the young AI industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, Kasey discusses Vertex Pharmaceuticals which was a recent addition to the Chip Stock Investor portfolio. Vertex had two new approvals before the most recent earnings report with more to come in the coming years. Will 2025 be a breakout year for Vertex?Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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. #vertexstock #vrtx #newpainmedication #pharmastocks #healthcarestocks #semiconductors #chips #investing #stocks #finance #financeeducation #financeeducation #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #semiconductorstocks Nick and Kasey own shares of Vertex PharmaceuticalsPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Nick covers Axcelis Technologies, a small-cap specialist in wafer fabrication and packaging equipment in the semiconductor industry, particularly serving power chips markets. As the automotive and industrial semiconductor segments face a downturn, Axcelis' sales are expected to decline through early 2025, with potential recovery slated for late 2025 or 2026. The video discusses the impact on Axcelis' profitability, operating expenses, and stock value, supplemented with insights from FinChat.io. Nick also advises caution and patience for investors considering Axcelis, preferring a wait-and-see approach for at least a couple of quarters.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/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

This video is sponsored by Aura, a personal online protection service. Go to https:/ aura.com/chipstockinvestor to get a 14-day free trial and start protecting your data — because if you don't, who will?Is Fortinet still a top cybersecurity stock for 2025? After a hot run to start the year, Chip Stock Investor Nick Rossolillo dives into Fortinet's stellar Q4, the secrets behind their network security dominance (including custom chips!), and return to all-out growth as the enterprise networking down cycle has come to an end. He also offers his take on Fortinet's stock valuation and future potential. Is FTNT the best cybersecurity investment for 2025? Find out now!FTNT videos to watch:https://youtu.be/j1hV90zD1s8https://youtu.be/RZMCIyTj3KIJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Google (GOOGL/GOOG) a buy? We analyze Q4 earnings, focusing on GCP cloud revenue, capex, and discuss why Google is a core holding for the 2025 accelerated compute bull market. Will AI fuel Google's growth? Find out now!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard 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

Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included.Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/********************************************************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. #LRCX #LamResearch #semiconductorstocks #lrcx #chips #investing #stocks #ai #chipstocks #stocks #investor #stockmarket#chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Lam ResearchPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersOur "forever healthcare stock" Intuitive Surgical had a great 2024. Is it too late to buy in 2025? Chip Stock Investor Kasey Rossolillo discusses recent advances with the da Vinci surgical robot, why the stock always seems expensive, but why it remains a favorite for the long term.Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/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

Supercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersIs 2025 the year to finally start buying AMD stock again? Chip Stock Investor had said throughout 2024 to ignore the AI data center business, but instead focus on AMD's much needed profit margin expansion. There were some signs of life in the latest quarter. Will AMD stock return to growth this year? Chip Stock Investor Nick Rossolillo discusses what to look for. 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

Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted https://x.com/InvestingPod https://www.instagram.com/investingunscripted Join Chip Stock Investor on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this special episode, Jeff and Jason from  @InvestingUnscripted  discuss the recent AI market shakeup with Chip Stock Investors, Nick and Kasey Rossolillo. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. They also touch on the short-term vs. long-term outlook for companies like NVIDIA and the broader semiconductor industry. Chapters: 01:49 Market Reactions and AI Impact 03:35 DeepSeek and AI Market Uncertainty 06:11 DeepSeek's Technological Impact 10:34 Big Tech's AI Investments 17:06 NVIDIA and Cloud Computing 27:17 The Evolution of Search Algorithms 28:14 Understanding Jevons Paradox in Technology 30:05 Real-World Examples of Technological Paradoxes 33:05 Market Reactions to AI Innovations 34:09 The Importance of Diversified Portfolios 42:08 The Future of AI and AGI 49:08 Long-Term Investment Strategies in AI Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is Meta spending on Nvidia AI out of control? How long can the data center super-cycle last? And is Meta stock still a good buy after an epic run the last couple of years? Chip Stock Investor explains some important points for investors in the AI boom, and discusses expectations for CapEx in 2025. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #meta #metastock #nvidia #nvidiastock #gpu #datacenter #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Meta and Nvidia Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more. Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply.

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Chip Stock Investor analyzes Amphenol (APH), a key player in the data center and IT infrastructure supply chain. Learn why this company is essential for connecting semiconductors to the global network. We also explore Amphenol's acquisition strategy and its financial discipline, making it a strong competitor in a crowded market. Discover if Amphenol is a good stock, and how it fits into the data center and AI supercycle. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ ******************************************************** 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. #amphenol #datacenter #aichips #aistocks #datacenterstocks #aphstock #semiconductors#investing #stocks #finance #silicon #ai #chipstocks #stocks #investing #financeeducation #stockmarket #chipstockinvestor #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more. Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply.

This video is sponsored by Finchat.io: Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated computing, and data center and cloud applications. Learn what is HBM vs. traditional DRAM, the competitive landscape with Micron, Samsung, and upstart memory chip makers in China, and SK hynix's financial outlook. Gain insights to make informed investment decisions in the memory chip segment of the semiconductor industry! Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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