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Chip Stock Investor Podcast

Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The…

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Latest episodes

  1. CoreWeave Bond Crash: Why CRWV & Neocloud Stocks Are Tumbling20 Oct 2026
  2. Wix at 7.5x Free Cash Flow: Deep Value or Value Trap?19 Oct 2026
  3. Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us19 Oct 2026
  4. ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle14 Oct 2026
  5. SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play?13 Oct 2026
  6. AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around12 Oct 2026
  7. Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook10 Oct 2026
  8. Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena)8 Oct 2026
  9. Are AI Data Centers a Bubble? Navigating the Neo-Cloud Boom6 Oct 2026
  10. Why Synopsys Lagged Cadence (And Why It May Be Cheap)1 Oct 2026