Chip Stock Investor Podcast

Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we break down why IonQ is moving away from the fabless model to become a "vertically integrated, full-stack quantum platform".<br>We analyze the pro forma financials, the impact of SkyWater’s recent Infineon Fab 25 acquisition, and whether this new Quantum IDM justifies its high valuation.<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Chapters0:00 Quantum Computing in 2026: The Shift to IDM 2:23 The $1.8 Billion Deal: Cash, Stock, and Collars 4:45 SkyWater’s Revenue Explosion & The Infineon Fab 25 Deal 6:38 IonQ’s Cash Position and Shareholder Dilution 8:41 Valuation Deep Dive: Is 17x Forward EV/Sales Fair? 10:55 The Pros: Supply Chains & Government Contracts 12:50 The Cons: IDM Risks & Rival Startup Concerns 14:45 Final Verdict: Why We’re Now Intrigued<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************
<br>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!<br>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.<br>#ionq #skywatertech #skyT #quantumcomputingstocks #chipstockinvestor

(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platforms, and why supply is already booked through 2027.<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************<br>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!<br>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.<br> #STX #seagate #StockMarket2026 #memoryshortages<br>Nick and Kasey own shares of Seagate

NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could be.<br>In this video, we break down the basket of silicon providers NVIDIA has tapped to build this 800V DC future. We analyze the US, European, and Asian players—from established IDMs like Onsemi and Texas Instruments to high-growth fabless names like Navitas and Monolithic Power.<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Chapters:0:00 – The High-Voltage Opportunity for 2026 1:30 – VAC vs. 800V DC: Why NVIDIA is Switching 4:15 – Silicon Providers: The Regional Breakdown (US, EU, Japan, China) 6:30 – Is Navitas (NVTS) Overhyped?9:20 – The Onsemi & InnoScience Collaboration 11:00 – Building Your Personal "Mini-ETF" Basket 14:30 – When to Expect the Financial Ramping<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************<br>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!<br>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.<br>#NVIDIA #Semiconductors #ChipStockInvestor #StockMarket2026 #AIInvesting<br>Nick and Kasey own shares of Nvidia, MPWR, ON

Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to capital expenditures, creating a CapEx trap where Intel now lacks the manufacturing capacity to meet rising demand for its new designs. This supply constraint forced the company to issue weak Q1 2026 guidance, as they simply cannot get enough product out the door.<br>
This struggle underscores the difficulty of the IDM model, which requires funding both cutting-edge design and massive manufacturing infrastructure. While Intel faces a multi-year turnaround and difficult resource allocation decisions, fabless competitors like AMD are better positioned to capture market share by leveraging external foundries. Intel is now prioritizing its limited internal supply for data center chips while relying on third-party wafers for its client business.
<br>Join us on Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
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Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Chapters: 00:00 Intel Q4 Highlights: Revenue & Guidance Realities 02:00 – Fixing the Balance Sheet: The LBT Strategy 03:00 – The Free Cash Flow Turning Point 04:30 – Selling What You Can't Make 05:00 – The Evolution of the Semi Industry 06:30 – The IDM Pickle: Balancing Design vs. Manufacturing 09:30 – Internal vs. External Wafers 12:15 – The Rise of Custom ASICs (Google TPUs) 13:30 – Should Intel Split? The 14A Roadmap 17:00 – The Real Winners: AMD and the Tool Companies 19:00 – Final Thoughts: No Moats in Tech<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************
<br>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!<br>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.<br> #Intel #INTC #AMD #Semiconductors #ChipStocks #Investing #TSMC #Nvidia #TechInvesting #IDM #Fabless<br>

Netflix is officially moving to acquire Warner Bros. Discovery in an all-cash deal, but the market isn't celebrating. With the stock down over 30% from all-time highs, we break down the "prophetic" call to trim our positions and why the financials of this deal are creating a massive $3 billion headwind.
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Join us with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form
Chapters:00:00 – Netflix Stock Crash:01:15 – The Valuation Spoiler: It’s all about Cash Flow01:55 – Subscriber Breakdown: Netflix vs. Disney vs. WBD02:45 – Terms of the Deal: Why Netflix switched to All-Cash04:00 – The $20B Cash Question: Where is the money coming from?05:40 – The Financing: Understanding Bridge Facilities & Loans06:20 – The Interest Expense Trap: 5% is a big deal08:50 – Market Reaction: Why the 30% drop makes sense10:30 – Our Strategy: Why we’re holding (for now)
If you found this video useful, please make sure to like and subscribe!
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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.
#Netflix #WBD #WarnerBrosDiscovery #StockMarketAnalysis #Investing #StreamingWars #FreeCashFlow #NetflixStock #FiscalAI #ChipStockInvestor
Nick and Kasey own shares of Netflix.