TheBitCast

Chip Stock Investor Podcast

Autor: Nicholas Rossolillo; Kasey Rossolillo

Semiconductors 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 especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.

Odcinki

  1. How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator – Chip Stock Investor Podcast
  2. CoreWeave Bond Crash: Why CRWV & Neocloud Stocks Are Tumbling – Chip Stock Investor Podcast
  3. Wix at 7.5x Free Cash Flow: Deep Value or Value Trap? – Chip Stock Investor Podcast
  4. Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us – Chip Stock Investor Podcast
  5. ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle – Chip Stock Investor Podcast
  6. SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? – Chip Stock Investor Podcast
  7. AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around – Chip Stock Investor Podcast
  8. Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook – Chip Stock Investor Podcast
  9. Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena) – Chip Stock Investor Podcast
  10. Are AI Data Centers a Bubble? Navigating the Neo-Cloud Boom – Chip Stock Investor Podcast
  11. Why Synopsys Lagged Cadence (And Why It May Be Cheap) – Chip Stock Investor Podcast
  12. Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON) – Chip Stock Investor Podcast
  13. Is the AI Bull Market Moving Past Semiconductors? – Chip Stock Investor Podcast
  14. Meta Muse: The AI Agent Era Has Arrived! – Chip Stock Investor Podcast
  15. The AI Agent Problem That Is Priced In – Chip Stock Investor Podcast
  16. Why We're Hedging AppLovin's 80% Margins – Chip Stock Investor Podcast
  17. Twist Bioscience Soared — We're Still Not Buying – Chip Stock Investor Podcast
  18. The Fastest-Growing Chip Stock Is Also the Most Hated – Chip Stock Investor Podcast
  19. AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis – Chip Stock Investor Podcast
  20. Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?) – Chip Stock Investor Podcast
  21. Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock) – Chip Stock Investor Podcast
  22. Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT? – Chip Stock Investor Podcast
  23. Why Oscar Health's 'Great Quarter' Isn't What It Looks Like – Chip Stock Investor Podcast
  24. Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026) – Chip Stock Investor Podcast
  25. Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026) – Chip Stock Investor Podcast
  26. AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive) – Chip Stock Investor Podcast
  27. ENVX Stock: CEO Quits Days After Q2 Earnings Miss – Chip Stock Investor Podcast
  28. Why We're NOT Buying Fastly (Even at 22% Growth) – Chip Stock Investor Podcast
  29. What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo – Chip Stock Investor Podcast
  30. The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview – Chip Stock Investor Podcast