Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

<br>

Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.

<br>

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership

<br>

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

<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!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) Monolithic Power Systems

(01:30) Industry Transition and Market Trends

(03:24) Revenue Trends and Market Performance

(04:52) Nvidia's New Data Center Architecture

(07:29) Navitas: A Cautious Optimism

(09:30) Final Thoughts

<br>

#semiconductorstocks #onsemi #microchip #monolithicpowersystems #navitas #semiconductors #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 Monolithic Power Systems and Nvidia.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

<br>

After Adobe wasn't able to acquire Figma a couple of years ago, the fast-growing creative software platform is going to IPO. Chip Stock Investors Nick and Kasey discuss why they're interested, risks to be aware of, and Figma's potential path forward as a great long-term investment.

<br>

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership

<br>

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

<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!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) Figma's Market Position and Strategy

(05:05) Figma's Business Model and Financials

(06:02) Figma's IPO and Future Plans

(10:47) Competition and Market Dynamics

(14:22) Conclusion

<br>

#figma #figmaipo #ipo #smallcapstocks #semiconductorstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

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/🛜: https://www.chipstockinvestor.com🎧: https://podcasters.spotify.com/pod/show/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 Nvidia's Earnings and Market Impact02:17 Data Center Revenue Breakdown02:59 AI and Robotics Innovations04:46 Revenue Projections and Market Trends06:17 Valuation Challenges and Cyclical Nature07:50 Future OutlookNick and Kasey own shares of Nvidia

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C With Nvidia's explosive accelerated computing and AI growth the last two years, many investors are now looking for what's next. Robotics hold a lot of promise, and Nvidia is a player on that front too. However, a world full of robotics (automated processes) is already here, and one cybersecurity company is looking to make money from it. Is this a top long-term investment? Chip Stock Investor explains in this episode. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🛜: 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. #cybersecurity #okta #cyberark #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 CRWD

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi This episode of Chip Stock Investor tackles two topics: First, the risk revenue from China posed to companies like Qualcomm and Broadcom; and second, what Qualcomm and Broadcom customer Ubiquiti might be indicating to investors about a new growth cycle. Join Nick and Kasey to learn why 2025 could be another big year for semiconductors. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #uistock #ubiquiti #avgo #broadcom #qualcomm #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 Broadcom and Qualcomm Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi In this episode of Chip Stock Investor, the focus shifts to the biotech and big pharma sector, specifically examining Vertex Pharmaceuticals (VRTX). Following work on semiconductors' contribution to healthcare technology, Nick and Kasey discuss Vertex's current operations. Cystic fibrosis treatments and a partnership with CRISPR Therapeutics on a new treatment for blood diseases are the current moneymakers. But Vertex has a wide pipeline of other potential treatments, including those for type 1 diabetes and pain management, framing Vertex as an enduring growth business. Will VRTX be a top Chip Stock Investor non-chip stock for 2025? Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #vertex #vertexpharmaceuticals #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Oracle has made a big push into cloud data centers and AI, and now it could be getting into the chip design business too. The battle between big tech companies keeps heating up. Is Chip Stock Investor buying Oracle (ORCL stock)? Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🛜: 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. #oracle #oracelstock #ampercomputing #nvidia #nvdastock #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 Nvidia and VGT Moomoo Disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours. *Important: Before investing in an ETF, you should read its prospectus or, if available, the summary prospectus, which provide detailed info on the ETF’s investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed to market volatility and risks of underlying securities.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Worried abut the "AI bubble," and especially how it could affect Nvidia (NVDA stock)? Chip Stock Investors Nick and Kasey explain what's really happening, the real reason big tech is spending so much on Nvidia, and a financial metric to follow the cycle. They conclude this video with a discussion on stocks that can act as an "NVDA stock hedge." Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #nvidia #google #meta #NVDAstock #metastock #GOOGstock #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 Nvidia, Alphabet and Meta. Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron (MU stock) just signaled it will have a good 2025 -- and that other semiconductor stocks might as well. Nick and Kasey discuss why, and how Micron's surging sales bode well for the whole industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🛜: 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. Chapters: 00:00 Micron's Business Segments and Growth 02:43 Memory Market Outlook for 2024-2025 03:32 Supply and Demand Dynamics 05:55 Semiconductor Industry Segments 08:40 Micron's Capital Expenditures 09:59 Investment Insights: Micron vs. Lam Research #micron #memorychips #lamresearch #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 Lam Research

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi While many investors are speculating about Intel getting acquired or invested in by Qualcomm or Apollo, Synopsys and Ansys' mega-merger continues to make progress. This business combination will have a big impact on the semiconductor industry. Chip Stock Investor explains recent developments, and updates its valuation on Synopsys for Q4 2024. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #synopsys #snps #ansys #anss #eda #chipdesign #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 Synopsys Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi We are discussing Twist Bioscience (TWST), a fascinating biotech company that helped revolutionize DNA synthesis -- but on silicon wafers. Of course Chip Stock Investor is interested! Nick and Kasey explore Twist's technology, market potential, and the competition they face from big players like Merck and Thermo Fisher. Plus, a closer look at the financials and future prospects of Twist Bioscience. However, stick around for a bonus analysis at the end on Analog Devices (ADI), how it might be powering Twist's DNA-on-silicon platform, and ADI might be the better investment choice long term. Don't miss out on this in-depth CSI episode! Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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. #twistbioscience #dna #genomics #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Big software companies like Salesforce are going all-in on AI, as pressure mounts in a new era of computing. Is Salesforce in trouble because of a new army of AI startups? Will AI disrupt big enterprise SaaS companies? Chip Stock Investor thinks disruption will happen, and is making a portfolio change. Get the details in this video from Nick and Kasey. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #salesforce #crmstock #uipath #pathstock #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 CRM and UIPath Chapters: 00:00 Klarna's Move and Its Impact on Salesforce 00:50 Mark Benioff's Merger and Acquisition Spree 01:12 Salesforce's AI and Data Cloud Strategy 05:02 Salesforce's Financial Health and Growth Strategy 08:59 Public.com Sponsorship Message 09:56 Portfolio Update: UiPath Decision Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi PureStorage (PSTG stock) was one of Chip Stock Investor's top picks of 2024. Shares are up significantly on the year, but are also down 40% from all-time highs. Where does PSTG stock rank for Nick and Kasey now? Is the AI data center boom still coming for PureStorage? This and more in this important investing update. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 🛜: 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. #purestorage #pstg #micron #mustock #memorychips #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 PureStorage Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

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/🛜: 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. #panw #paloaltonetworks #cybersecurity #cnapp #protectai #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapter00:00 AI and Cybersecurity Landscape03:22 Palo Alto Networks Overview05:20 Financial Performance and Metrics08:07 AI's Role in Cybersecurity09:25 Recent Acquisitions and Strategies11:13 Future Outlook and ValuationNick and Kasey own shares of Palo Alto Networks

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video. Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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

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. #micron #memorychips #lamresearch #lrcxstock #chips #investing #stocks #financeeducation #artificialintelligence #ai #financeeducation #chipstocks #finance #investing #chipstockinvestor #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research and Applied Materials Moomoo Disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours.*Important: Before investing in an ETF, you should read its prospectus or, if available, the summary prospectus, which provide detailed info on the ETF’s investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed tomarket volatility and risks of underlying securities.

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Is this power chip stock one of the best buys now? Chip Stock Investors Nick and Kasey discuss their power, automotive, and industrial semiconductor portfolio in this episode, and discuss why they recently bought Monolithic Power Systems (MPWR stock). With data centers and AI changing the landscape for this top chip stock, there could be plenty of growth left. Moomoo is not a bank. $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing 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. #monolithicpower #mpwrstock #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 Monolithic Power Systems Moomoo Disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours. *Important: Before investing in an ETF, you should read its prospectus or, if available, the summary prospectus, which provide detailed info on the ETF’s investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed to market volatility and risks of underlying securities.

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Now that Nvidia (NVDA stock) has debunked the rumors that its Blackwell AI system is in trouble, it's time to turn our attention what kind of growth Blackwell is going to generate. Investors get an early hint from an unlikely source: Astera Labs (ALAB stock). Six months since IPO, it's time for Chip Stock Investor to do a deep dive into this small promising business -- and explain if ALAB is a buy for CSI! Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 🛜: 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. Public Disclosure: 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 [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. (https://public.com/disclosures/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. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more. Chapters: 00:00 Introduction to Astera Labs 00:48 Astera Labs and the Semiconductor Industry 01:40 Astera Labs' Market and Competition 04:44 Astera Labs' Product Lineup 11:06 Financial Performance and Outlook 18:23 Investment Considerations and Conclusion #asteralabs #nvidia #blackwell #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 Nvidia

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Zscaler is quietly undergoing a transformation from a pure cloud cybersecurity software company to a contender in the networking security space. Chip Stock Investor discusses Zscaler's strategic moves to enhance their Secure Access Service Edge (SASE) offerings, and limitations as a good investment right now. Tune in to get the full scoop on Zscaler's future in the fast-growing cybersecurity industry. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00 Introduction to Zscaler 00:43 Zscaler's Evolution Beyond Software 04:23 The Importance of Cybersecurity Hardware 13:00 Understanding the Rule of 40 17:07 Why We Aren't Investing in Zscaler 22:04 Conclusion and Final Thoughts #zscaler #cybersecurity #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

This video is sponsored by Public. Check it out at https://public.com/csi Chip Stock Investor discusses its top buy "AI chip stock" buy for September 2024. With fresh Broadcom (AVGO stock) financials in hand, Nick and Kasey discuss what the company does, and why it's growing importance in the global economy makes it a buy for their portfolio. A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00 Broadcom's Business Overview 03:05 Q3 Earnings Breakdown 04:22 Broadcom vs. Marvell: A Comparison 06:09 Broadcom's Market Segments 10:11 VMware Acquisition and Software Segment 16:00 Valuation and Investment Strategy 18:43 Conclusion and Final Thoughts #avgo #broadcomstock #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 Broadcom

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What is e-beam lithography? And how can investors bet on it? Chip Stock Investor breaks it down. Videos referenced: https://www.youtube.com/watch?v=Gqu0L5oVatk https://www.youtube.com/watch?v=5yTARacBxHI https://www.youtube.com/watch?v=xE67ikJp1i0 https://www.youtube.com/watch?v=RwQbID53f5o 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00 Overview of Electron Beam Lithography 00:54 Understanding Photolithography 01:39 ASML's Role in Photolithography 03:26 Challenges in Semiconductor Manufacturing 05:53 Introduction to E Beam Metrology 07:14 ASML's Metrology and Inspection Tools 08:32 E Beam Lithography Explained 10:50 MultiBeam's Technological Breakthroughs 11:58 SkyWater's Use of MultiBeam Technology 15:45 Investment Opportunities in E Beam Technology #asml #electronbeam #multibeam #lamresearch #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 ASML and Lam Research

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. After a faulty CrowdStrike software update on July 19 caused a global Microsoft Windows outage, the endpoint cybersecurity company would like to quickly move on. So would many investors. But a quick rebound may not be happening. In this episode of Chip Stock Investor Cybersecurity Edition, Nick and Kasey explain why they're exercising more patience with this investment holding. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00 Cybersecurity Industry Growth 01:58 CrowdStrike's Recent Challenges 02:40 Importance of Personal Cybersecurity 06:37 CrowdStrike's Financial Performance 07:23 Future Outlook and Guidance 11:01 Litigation and Profitability Concerns 17:01 Investment Strategy and Conclusion #crowdstrike #crwdstock #cybersecurity #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 Crowdstrike

This video is sponsored by https://www.public.com

Shift4 (FOUR) is a way to invest in Elon Musk's SpaceX Starlink satellite internet service. How is a small digital payments provider a bet on Starlink? And is now really a good time to invest in the crowded digital payments acceptance space? Chip Stock Investor explains in this video, and why Shift4 remains one of their favorite small-cap stocks for 2024 and beyond.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00 Shift 4 Payments: Background and Initial Thoughts 01:20 Shift 4 Payments: Growth and Strategy 04:34 Acquisitions and Expansion 07:26 Financial Health and Risks 09:00 Starlink Partnership and International Expansion 14:37 Recap and Final Thoughts 16:50 Closing Remarks and Subscription Pitch #shift4 #SHIFTstock #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 SHIFT

This video is sponsored by https://www.public.com

Monday.com is a small-cap cloud software stock obliterating market returns so far in 2024. How is a small "no moat" business like this pulling it off? Does Monday.com really have sustainable advantages? And is it too late to buy? Chip Stock Investors Nick and Kasey discuss all the vital details.A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. Chapters: 00:00The Debate on Software Moats 02:00 Understanding the Digital Economy 03:21 Monday.com's Competitive Landscape 03:49 Building a Platform and Moat 07:14 Financial Highlights and Growth 14:53 Valuation and Investment Strategy 16:41 Conclusion #mndy #workflowsoftware#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 monday.com

This video is sponsored by https://www.public.com Nvidia (NVDA) posted another monster quarter, driven by more advances in its data center segment. It's becoming undeniable that CEO Jensen Huang's company is the undisputed leader in accelerated computing, and no one will ever truly "catch up." So why is the market receiving the latest financial report with muted response? And has Chip Stock Investor's stance changed on Nvidia? A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C 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 🛜: 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. #nvidiaai #nvidia #nvdastock #blackwell #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 Nvidia

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🛜: 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. #nebius #nbis #neocloud #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:00:00 The Curious Case of Nebius01:50 Nebius' Business Structure and Strategy03:05 Data Center Expansion and Market Dynamics05:34 Financial Overview and Challenges08:40 Future OutlookNick and Kasey own shares of Nebius

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Nvidia (NVDA) is being billed as "the most important report of 2024." This isn't entirely an exaggeration. Nvidia has helped lift stocks (as measured by the S&P 500) out of the bear market, and it's driving S&P 500 earnings growth in a big way. Investors are focused on Nvidia for good reason. What's Chip Stock Investor's long-term analysis of this top semiconductor investment? Check out this Q2 fiscal 2025 earnings preview, and stay tuned for a follow-up later this week after Nvidia earnings. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor 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 🛜: 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. Chapters: 00:00 Introduction and NVIDIA Earnings Anticipation 00:58 Why NVIDIA Matters to the Economy 02:12 Debunking the Global Tech Downturn 04:30 Semiconductor Industry Insights 06:57 NVIDIA's Role in Accelerated Computing 10:13 Expectations for NVIDIA's Earnings 17:45 Conclusion and Upcoming Events #nvidia #nvdastock #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 Nvidia

TSMC recently acquired a facility that manufactured LCD screens. This news came hot on the heels of TSMC's board of directors approving a $30 billion budget for fab spending and expansion. What's going on? And what are the implications for TSMC shareholders and other interested semiconductor and chip stock investors? In this episode, we dive into the world of glass substrates and their game-changing potential in semiconductor manufacturing. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ***************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 TSMC's New Ventures 02:55 Advanced Packaging Techniques 04:26 Fan Out Panel Level Packaging 06:00 TSMC's Acquisition of Innolux 07:20 Glass Substrates in Semiconductor Manufacturing 10:15 Investment Opportunities in Glass Substrates #tsmstock #tsmc #taiwansemiconductormanufacturing #glasssubstrate #advancedpackaging #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Stop leaving yourself vulnerable to data breaches. Go to our sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Palo Alto Networks (PANW) put up another quarter of solid results, and investors were pleased. The stock has had an epic run the last few years, and PANW has emerged as far-and-away the largest pure-play in cybersecurity. Is it still the ultimate investment in this important field right now? Chip Stock Investor breaks it down. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ***************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 Deep Dive into Palo Alto Networks 03:08 Understanding RPO and Revenue Metrics 05:39 Platformization Strategy and Its Impact 10:54 SASE and Future Growth Prospects 17:07 Financial Overview and Guidance 20:24 Valuation and Investment Perspective 24:20 Conclusion and Final Thoughts #panw #paloaltonetworks #cybersecuritystocks #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 PANW

Wondering what Palantir does in AI? And whether it's a great investment? Due to popular demand, Chip Stock Investor did a deep dive into this top AI software stock. We discuss everything you need to get you up to speed with Palantir. ETF Video: https://youtu.be/-56YZmTYypc This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 Introduction to Palantir 01:23 Understanding Palantir's Business 03:21 Palantir's Market Position and Competitors 06:37 Palantir's AI and Software Applications 09:54 Commercial vs. Government Revenue 24:37 Palantir's Financial Health 29:06 Investment Considerations and Valuation 32:22 Conclusion and Final Thoughts #palantir #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In 2023, we outlined 3 small-cap chip stocks to avoid in 2023, and we haven't changed our mind in 2024. In this episode of Chip Stock Investor, we discuss why we're still not interested in buying indie Semiconductor, Navitas Semiconductor, and Wolfspeed in our small-cap portfolio. Learn why these companies don't meet our investment criteria, and why saying no to investing in stocks is an essential skill for investors. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Videos referenced: https://youtu.be/reN4K9Qb3e8?si=lgy7fRbcLa0gmbeY https://youtu.be/GMWSKEKWibY?si=XKnjYNs_4bbcO46u https://youtu.be/JVra_eShSXk?si=weGIUC1pzHOI5EFj 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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: 00:00Why We Passed on Indie, Navitas, and Wolfspeed 01:51 Investor Habits and Small Cap Stocks 02:57 Indie Semiconductor: A Closer Look 08:05 Navitas Semiconductor: Financial Health 10:56 Wolfspeed: Market Position and Challenges 15:24 Valuation Metrics and Final Thoughts 17:56 Conclusion and Additional Resources #indiesemi #navitas #wolfspeed #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Will Applied Materials stock signal massive AI growth for the next 15 years? Top semiconductor manufacturing equipment company Applied Materials just said a brand new trend is starting in the world of AI. Chip Stock Investor discusses why they are still happy to hold this investment for the long term. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 Introduction and Overview of Applied Materials 01:39 Recent Earnings and AI Impact 03:59 Financial Performance and Market Position 04:50 Focus on Energy Efficiency and Materials Engineering 08:34 Advanced Packaging and Future Growth 09:19 Challenges and Opportunities for Applied Materials 15:18 Conclusion and Final Thoughts #appliedmaterials #amatstock #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 Applied Material

The AI era (accelerated computing era) is heating up. Chip Stock Investors Nick an Kasey review three of their small-cap "basket" stocks Axcelis Technologies (ACLS), Silicon Motion (SIMO), and Skywater Technology (SKYT) to see if they're still on track for potential big investment returns. This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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. #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 Axcelis, Skywater and Silicon Motion

🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C All eyes will be on Nvidia's data center segment on August 28th, and for good reason. But are investors discounting another great AI and accelerated computing growth story in the making? Chip Stock Investors Nick and Kasey discuss a forgotten and overlooked segment at Nvidia, and how it could contribute to the NVDA stock growth story. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ********************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 NVIDIA's Next Revenue Driver 02:45 Data Center Dominance 05:02 Gaming Segment Insights 06:31 Professional Visualization Potential 07:32 Omniverse and AI Applications 15:50 Valuation and Investment Insights #nvidastock #nvidia #nvdastock #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 Nvidia

Is Onto Innovation a best chip stock buy for August 2024? Chip Stock Investors Nick and Kasey discuss why it is for them right now. As a standout in semiconductor manufacturing equipment, Onto is growing its position in advanced metrology and process diagnostic control. Don't miss the last videos explaining Onto's business model strengths as well, and why this could be an epic investment growth story of the 2020s.

This video is sponsored by https://www.public.com

A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 Onto Innovation's Industry Position and Peers 02:08 Growth and Market Potential 05:46 Financial Performance and Projections 07:15 Valuation and Long-Term Goals 10:46 Conclusion and Future Outlook #ontoinnovation #ontostock #ionimplantation #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 Onto Innovation

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 LAM Research's Market Segmentation and Product Offerings 03:15 Financial Performance and Market Outlook 04:30 Challenges and Opportunities in the Memory Market 07:15 Impact of China and Export Restrictions 09:19 Stock Performance and Future Prospects #lrcxstock #lamresearch #memorymarket #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 Lam Research

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🛜: 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. #fortinet #ftntstock #cybersecurity #cnapp #networksecurity #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:00:00 Introduction and Channel Overview00:02 Fortinet and the Cybersecurity Landscape00:55 Importance of Network Security02:40 Fortinet's Growth and Financial Performance03:26 Hardware and Services Revenue Breakdown04:11 Financial Results and Future Outlook09:16 Valuation and Investment Considerations11:08 Conclusion and Final Thoughts

ASML and semiconductor R&D center imec recently announced some exciting news on the EXE 5000 high-NA EUV lithography machine. More shrinking of features, and thus more advanced chips, is on the way for the semiconductor industry. Learn how leading chipmakers like Intel and Taiwan Semiconductor Manufacturing are adopting these cutting-edge technologies, and what this means for investors! This video is sponsored by https://www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Asianometry vid: https://youtu.be/43c5EeERuKs?si=8u9Mn38arM1MiLGm 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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 ASML's Market Position and Technology 01:57 Intel's Adoption of Advanced EUV Systems 05:11 TSMC and Future Semiconductor Technologies 08:05 ASML and IMEC's High NA EUV Lithography Lab 11:58 The Future of Semiconductor Manufacturing #asml #asmlstock #euvlithography #duvlithography #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 ASML

For all the elaborate bear cases against Airbnb stock (ABNB), the actual bear thesis might actually be an economic slowdown -- or worse, a recession. But did Airbnb really just signal trouble ahead for the economy? Or is there something less sinister going on? Chip Stock Investor breaks it down the situation on one of its top stock picks of 2024. This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip (and everything else) stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts Nick and Kasey. Insider Knowledge: 🤔💭Gain valuable insights into the market. Resources: 📕📖📑Download show notes and access exclusive content. Join us: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in our Ko-Fi shop. 🛜: https://www.chipstockinvestor.com Listen🎧: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F ************************************************************************************** Affiliate links you might like to try: 🔥🔥📊Get 20 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C We use data, charts, and KPI's from our friends at Finchat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: 👇🏽👇🏽👇🏽https://finchat.io/csi/ Protect your digital footprint and regain control of your personal information with Aura's comprehensive monitoring service – we were shocked to discover where our own data ended up! If you want to try it out, here is a two week free trial link: https://aura.com/chipstockinvestor These 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.

#airbnb #airbnbstock #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 AirBnB

Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impressive year-over-year growth, and how custom chip innovations may help differentiate AWS from the cloud crowd. However, do custom chip designs for AI mean AWS could be a future "Nvidia killer?" Chip Stock Investor explains in this video to help investors understand the fundamentals of the semiconductor industry. This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #amazon #amznstock #aws #cloudcomputingstocks #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 Amazon

Stop leaving yourself vulnerable to data breaches. Go to my sponsor https://aura.com/chipstockinvestor to get a 14-day free trial and see if any of your data has been exposed. Fortinet stock popped higher on optimism a downturn for its security hardware segment may finally be coming to an end. Throughout the downturn, though, this top cybersecurity leader has actually continued to grow profitably. Is this the end of a three year stretch of lackluster performance for this cyber stock? Don't miss this edition of Chip Stock Investor's explanation of the fast-growing cybersecurity industry. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. 🛜 https://www.chipstockinvestor.com 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! Chapters: 00:00 Fortinet's Market Performance and Challenges 00:59 The Growing Importance of Cybersecurity 05:09 Fortinet's Strategic Moves and Financials 06:07 Fortinet's SASE and Market Position 15:50 Recent Acquisitions and Future Outlook 19:45 Conclusion and Final Thoughts #fortinet #ftntstock #fortios #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 KLA Corp

Mobile connectivity chip leader Qualcomm is growing again, thanks in large part to a booming automotive segment and... surprise!... smartphone growth in China. With profit margins on the rise, and QCOM stock getting smashed in July and August, this could be one cheap semiconductor stock right now. Don't miss this important update from Chip Stock Investor on one our favorite picks for 2024! This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account Links from the video: https://www.youtube.com/watch?v=TjCjmi4bRL0 https://www.youtube.com/watch?v=nSablxTtafE https://www.youtube.com/watch?v=YaHI-rFW8H4 https://www.youtube.com/watch?v=-kxmmVq5bFE 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #vanguard #vgt #vanguardetf #aidatacetner #aibubble #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters: 00:00 Qualcomm's Earnings Report: Key Points 01:07 Automotive Segment: Qualcomm's Growth Driver 02:11 Qualcomm's Business Model and Revenue Streams 02:44 Automotive Revenue: Record-Breaking Performance 07:09 Qualcomm's Financial Health and Future Outlook 09:58 China and Apple: Debunking Myths 13:41 Investment Insights and Final Thoughts Nick and Kasey own shares of Qualcomm

🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** Nvidia stock is crashing again on August 5, following rumors that it is delaying shipment of some of its Blackwell accelerated computing and AI systems to customers like Meta and Microsoft. In times like these, it's important to zoom out and look at the big picture. Chip Stock Investors Nick and Kasey discuss how they're handling their top position NVDA stock following the crash, and offer some tips to investors. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! #nvidia #marketcrash #nvidastock #blackwell #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 Nvidia Moomoo disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other Moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or Moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes.

🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** What happened with Intel's disappointing Q2 financial results, and further deteriorating business for the rest of 2024? Chip Stock Investor explains the problems, and Intel management's frequent missteps in business execution and communication in recent years. Nick and Kasey also discuss necessary changes that need to happen before most investors should even think about being interested in INTC stock. Get exclusive insights available on our Discord - just $5 a month for deeper dives and live Q&As. Don't miss out! 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! #intel #intcstock #aistocks #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 DO NOT own shares of Intel

Moomoo disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other Moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or Moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes.

Today, we're diving into how to buy the dip and capitalize on the potential Fed rate cuts expected in September. We're highlighting the Vanguard Information Technology ETF (VGT) as a top pick, discussing its impressive performance, strategic holdings, and why it remains our top choice. Plus, find out how to join our exclusive Semiconductor Insider membership for detailed earnings coverage and more. Don't miss it! Links from the video: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://investor.vanguard.com/investment-products/etfs/profile/vgt This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** Links from the video: https://apnews.com/article/inflation-economy-federal-reserve-interest-rates-04d2877f47f3913acc2f992d8ef1581b https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://investor.vanguard.com/investment-products/etfs/profile/vgt https://www.msci.com/documents/10199/3e98b9ad-1dd0-42db-a042-640fec2d51e9 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #vanguard #vgt #vanguardetf #aidatacetner #aibubble #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters: 00:00 Federal Reserve Rate Cut: What It Means 02:02 Impact of Interest Rates on Tech Stocks 04:39 Exploring the VGT ETF 09:06 Small Cap and Mid Cap Opportunities Nick and Kasey own shares VGT and VUG

🔥🔥Up to 20 free stocks!! Start trading here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other feesmay apply. For more information, visit moomoo.com/us/pricing **** AMD is not the same as Nvidia, but that is ok for chip stock investors. Join us for an in-depth analysis of AMD's Q2 2024 earnings and its role in the AI and data center markets. 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. 🛜 www.chipstockinvestor.com 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! Chapters: 00:00 AMD's Earnings and AI Spending 02:53 Microsoft's Capital Expenditures 04:56 AMD's Data Center Growth 07:11 Profit Margins: AMD vs. Nvidia 10:02 Embedded Segment and Xilinx Acquisition 15:34 Future Outlook for AMD #amd #amdstock #nvidia #nvda #aistocks #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 AMD. Moomoo disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other Moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or Moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes.

🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C Is the EV and auto chip recovery here? On Semiconductor's (ON stock) Q2 2024 earnings turned out as expected. Despite financial challenges, the stock surged 10%. Chip Stock Investor discusses why optimism persists in the EV, automotive, and industrial growth cycle, and the implications of a more gradual recovery. Don't miss our insights on On Semi's growth projections through 2027, and what it means for EV stock investors. This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! Chapters: 00:00 On Semiconductor's Q2 2024 Earnings 01:37 On Semiconductor's Market Position 02:32 Understanding the L Shaped Recovery 03:29 Financial Performance and Future Outlook 05:43 Silicon Carbide and Growth Opportunities 06:41 Q3 Guidance and Market Recovery 08:05 Long-Term Outlook and Investment Strategy #onsemistock #onsemiconductor #evmarket #electricvehicles #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 On Semiconductor

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🛜: 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. #coreweave #crwvstock #neocloud #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:00:00 Coreweave's First Earnings Report00:23 Market Position and Partnerships00:45 Cloud Infrastructure Growth and Expectations02:31 Financial Performance05:37 Capital Expenditure Concerns07:32 Coreweave's Financial Dilemma

🔥🔥Up to 20 free stocks on Moomoo!! Start trading here with our special link: https://j.moomoo.com/018m5C KLA Corp is part of the "Fab 5," critical manufacturing equipment providers for the semiconductor industry. KLA will play an important role if global chip sales are to reach $1 trillion by 2030. The company is poised for significant growth with new chip fabs nearing completion. Chip Stock Investor discusses recent financials, competition, and why current valuations may not be as high as they appear after the recent stock market selloff. ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. 🛜 www.chipstockinvestor.com 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. Heads up: We have sprinkled some affiliate links 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! Chapters: 00:00Spotlight on KLA Corp 01:07 KLA Corp's Role in the Semiconductor Industry 01:43 Metrology and Process Diagnostic Control 03:21 Market Trends and Future Projections 05:01 KLA Corp's Financial Performance 08:51 Investment Insights and Opportunities #klacorp #klacstock #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 KLA Corp

🔥🔥Join Moomoo and get the benefits here with our special link: https://j.moomoo.com/018m5C ****Promo 8.1% APY: Base Rate is 5.1% APY (as of 11/3/23), plus a 3% temporary boost is available for 3 months on up to $20K in the program once coupon is activated. Actual APY earned may differ as the base rate may change. Moomoo is not a bank. $0 commission trading is available only to U.S. residents tradingin the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing **** Vertiv (VRT stock) has been hot (or is it cool?) this year thanks to its partnership with Nvidia. But shares took a dip along with the rest of the tech stock universe in late July. Is it time to buy the dip? We discuss Vertiv's second quarter 2024 earnings, their innovative cooling systems for AI data centers, and the potential long-term investment value. Learn about their new MegaMod cooling chip systems and the potential future growth linked to Nvidia's Blackwell platform. Don't miss our analysis, and a discussion on if Chip Stock Investor is ready to invest in Vertiv stock! 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our Ko-Fi shop: https://ko-fi.com/chipstockinvestor Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join 🛜 www.chipstockinvestor.com 📈📊We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #vertiv #vrtstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Moomoo disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other Moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or Moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes.

The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to implode? Or is there more to the story? Chip Stock Investors Nick and Kasey level the conversation with some facts about data center spending, in light of Alphabet's (GOOGL stock) solid earnings. Far from a bubble, the current pace of "AI spending" might actually be a completely normal cycle. The discussion concludes with implications for Nvidia stock for the rest of 2024 and beyond. This video is sponsored by www.public.com A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Finchaat.io. Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ 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. #google #alphabetstock #aidatacetner #aibubble #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters: 00:00 Introduction: The AI Bubble Debate 00:23 NVIDIA's Data Center Boom 00:50 Sequoia's $600 Billion AI Question 03:37 Understanding Data Centers and AI 05:43 Google's Infrastructure Upgrade 09:01 Alphabet's Financial Health 19:19 NVIDIA's Future in AI and Data Centers 20:46 Conclusion and Subscription Call Nick and Kasey own shares of Alphabet stock.