Episode 318: Wolfspeed Bankruptcy: What Investors Need to Know Now -- WOLF Stock Analysis
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com<br>Wolfspeed (WOLF stock) is settling with its creditors. What does that mean for the future of the business? And is it time to buy? Chip Stock Investor discusses in this important SiC chip update.<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/WOLF videos to watch:https://youtu.be/j2p4sq1EeyEhttps://youtu.be/6ou0QIMHbJkhttps://youtu.be/UsxrfhVPiEEhttps://youtu.be/GMWSKEKWibYhttps://youtu.be/gPfTwUN1CxIhttps://youtu.be/F_YukCX7O40Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************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.Timestamps:00:00 Wolfspeed's Troubled Journey01:51 Bankruptcy and Debt Restructuring04:40 Future Prospects and Final Thoughts #wolfspeed #wolfstock #siliconcarbide #evs #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
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Episode 317: Semiconductor Stocks To New All Time Highs? Micron Provides Some Hints
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************<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!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.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #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 Micron
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Episode 316: AI Data Center Equipment Manufacturing: OEM and ODM Stocks 2025
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.io/csi/<br>AI data center construction is continuing at a fast pace, and a new group of stocks are emerging as big winners. Learn about what OEM and ODM companies are, their place in the AI data center manufacturing supply chain, and how to analyze their financials.<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com<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!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>Timestamps:(00:00) Understanding OEMs and ODMs(01:26) The Electronics Supply Chain(03:45) OEMs vs ODMs: Key Differences(08:57) Revenue vs Profitability in OEMs and ODMs(13:28) The Fabless Model: Arista and Pure Storage(17:33) Why Focus on High-Margin Companies <br>#celestica #foxconn #jabil #semiconductors #anet #purestorage #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks<br>Nick and Kasey own shares of Arista Networks, Pure Storage
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Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands
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<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!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
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Episode 314: What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
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🛜: 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. #Marvelltechnology #mrvl #broadcom #avgo #asics #xpus #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamp:(00:00) Marvell Technology: A Year in Review(01:48)Marvell's Market Position and Recent Performance(03:25) Marvell's Acquisition Strategy and Challenges(05:21) Competitive Landscape in the Semiconductor Industry(06:41) Marvell's Key Products: Interconnects and Custom ASICs(11:02) Financial Health and Future Outlook for Marvell(21:18) Conclusion and Investment AdviceNick and Kasey own shares of Broadcom
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.
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