Chip Stock Investor
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#SNDK signaled a #NVDA moment with a projected 170% YoY revenue jump next quarter.
Despite a 1,000% run-up, a reverse DCF suggests the bar for future growth is surprisingly low. Is the market discounting a memory supercycle crash, or is there still room to run? 📈
https://youtu.be/i9izbf4QQiM
Despite a 1,000% run-up, a reverse DCF suggests the bar for future growth is surprisingly low. Is the market discounting a memory supercycle crash, or is there still room to run? 📈
https://youtu.be/i9izbf4QQiM
February 7, 2026 at 4:02 PM
#SNDK signaled a #NVDA moment with a projected 170% YoY revenue jump next quarter.
Despite a 1,000% run-up, a reverse DCF suggests the bar for future growth is surprisingly low. Is the market discounting a memory supercycle crash, or is there still room to run? 📈
https://youtu.be/i9izbf4QQiM
Despite a 1,000% run-up, a reverse DCF suggests the bar for future growth is surprisingly low. Is the market discounting a memory supercycle crash, or is there still room to run? 📈
https://youtu.be/i9izbf4QQiM
Lam Research ($LRCX) is on our radar as memory giants expand for AI infrastructure. With booming demand, Lam’s memory revenue mix could rise to historical norms. Recent quarterly results shine. #AI #memory
Watch the break down here: https://youtu.be/-9dnd7Fa9Ic
Watch the break down here: https://youtu.be/-9dnd7Fa9Ic
February 6, 2026 at 1:31 PM
Lam Research ($LRCX) is on our radar as memory giants expand for AI infrastructure. With booming demand, Lam’s memory revenue mix could rise to historical norms. Recent quarterly results shine. #AI #memory
Watch the break down here: https://youtu.be/-9dnd7Fa9Ic
Watch the break down here: https://youtu.be/-9dnd7Fa9Ic
We know that quantum stocks are so 2025, but some interesting things are happening in this industry. Quantum computing company #IONQ announced that they are acquiring contract manufacturer #Skywater Technologies (SKYT). Full breakdown: https://youtu.be/GvEwZFlu0jk
February 5, 2026 at 12:05 PM
We know that quantum stocks are so 2025, but some interesting things are happening in this industry. Quantum computing company #IONQ announced that they are acquiring contract manufacturer #Skywater Technologies (SKYT). Full breakdown: https://youtu.be/GvEwZFlu0jk
Taking a look at Lumentum (#LITE) and Fabrinet (#FN) earnings today for an upcoming presentation. We did a deep dive into AI data center networking, optical, and silicon photonics in Dec 2025. Did you get a chance to watch it? https://youtu.be/RC8Tzr1pXxA
February 4, 2026 at 12:38 PM
Taking a look at Lumentum (#LITE) and Fabrinet (#FN) earnings today for an upcoming presentation. We did a deep dive into AI data center networking, optical, and silicon photonics in Dec 2025. Did you get a chance to watch it? https://youtu.be/RC8Tzr1pXxA
Had a great chat with our friend Ryan Henderson from Chit Chat Stocks about some beaten down software stocks. Watch here: https://youtu.be/D8OFjTHkId0
#softwarestocks #investing2026 #chipstockinvestor
#softwarestocks #investing2026 #chipstockinvestor
4 Beaten-Down Software Stocks to Buy Now?
Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-ye...
youtu.be
February 3, 2026 at 3:03 PM
Had a great chat with our friend Ryan Henderson from Chit Chat Stocks about some beaten down software stocks. Watch here: https://youtu.be/D8OFjTHkId0
#softwarestocks #investing2026 #chipstockinvestor
#softwarestocks #investing2026 #chipstockinvestor
Have you signed up for our Chip Stock Investor weekly newsletter? If you need to try before you get the FREE newsletter sent to your inbox each week, here is a little sample: https://mailchi.mp/chipstockinvestor/the-weekly-wednesday-newsletter-12931904
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#chipstockinvestor
January 31, 2026 at 2:27 PM
Have you signed up for our Chip Stock Investor weekly newsletter? If you need to try before you get the FREE newsletter sent to your inbox each week, here is a little sample: https://mailchi.mp/chipstockinvestor/the-weekly-wednesday-newsletter-12931904
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#chipstockinvestor
Is AI disrupting or boosting SaaS growth? ServiceNow's hybrid model suggests AI may extend its growth, not hinder it.
Read the blog for the full analysis: https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/ #AI #SaaS
Read the blog for the full analysis: https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/ #AI #SaaS
January 30, 2026 at 2:44 PM
Is AI disrupting or boosting SaaS growth? ServiceNow's hybrid model suggests AI may extend its growth, not hinder it.
Read the blog for the full analysis: https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/ #AI #SaaS
Read the blog for the full analysis: https://chipstockinvestor.com/is-ai-disrupting-servicenow-or-paving-the-way-to-more-growth/ #AI #SaaS
Is the memory supercycle a myth? 🧐 Rambus is killing it with fabless design, major AI partnerships, and a foothold in automotive markets. Are you betting on RMBS? #ChipStocks #AI #Semiconductors
Full video:
Full video:
Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)
Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving dema...
youtu.be
January 29, 2026 at 2:15 PM
Is the memory supercycle a myth? 🧐 Rambus is killing it with fabless design, major AI partnerships, and a foothold in automotive markets. Are you betting on RMBS? #ChipStocks #AI #Semiconductors
Full video:
Full video:
Did you know that you can listen to Chip Stock Investor on Spotify and wherever you get your podcasts? Get to the watercooler with some informed company analysis.
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Chip Stock Investor Podcast
Podcast · Nicholas Rossolillo; Kasey Rossolillo · Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.
open.spotify.com
January 28, 2026 at 1:31 PM
Did you know that you can listen to Chip Stock Investor on Spotify and wherever you get your podcasts? Get to the watercooler with some informed company analysis.
Follow us here:
Follow us here:
Nvidia is looking to farm out memory controllers, and Silicon Motion ($SIMO) could be a prime beneficiary. We're officially out of small cap value purgatory.
https://youtu.be/BwOvEmHeDhY
Growth is back. #SIMO #NVDA #Semiconductors
https://youtu.be/BwOvEmHeDhY
Growth is back. #SIMO #NVDA #Semiconductors
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgat...
youtu.be
January 28, 2026 at 12:12 PM
Nvidia is looking to farm out memory controllers, and Silicon Motion ($SIMO) could be a prime beneficiary. We're officially out of small cap value purgatory.
https://youtu.be/BwOvEmHeDhY
Growth is back. #SIMO #NVDA #Semiconductors
https://youtu.be/BwOvEmHeDhY
Growth is back. #SIMO #NVDA #Semiconductors
#Netflix (NFLX) stock is down 30%. This drop is due to future cash flow concerns linked to its $83 billion bid to acquire WBD's studios and streaming. To fund the deal, NFLX will add $60 billion in debt, adding ~$3 billion in annual interest expenses by 2027, cutting its 2025 free cash flow by 1/3.
January 27, 2026 at 3:03 PM
#Netflix (NFLX) stock is down 30%. This drop is due to future cash flow concerns linked to its $83 billion bid to acquire WBD's studios and streaming. To fund the deal, NFLX will add $60 billion in debt, adding ~$3 billion in annual interest expenses by 2027, cutting its 2025 free cash flow by 1/3.
Memory shortages are a thing in 2026 (again). But when prices spike this fast, are we looking at a bubble?
From on-chip SRAM to HBM to NAND, the data center landscape is shifting.
Watch the full video:https://youtu.be/JxpoNjBCmDk
#memoryshortage
From on-chip SRAM to HBM to NAND, the data center landscape is shifting.
Watch the full video:https://youtu.be/JxpoNjBCmDk
#memoryshortage
The Best Memory Stocks For 2026: How To Play the Memory Shortage
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?We discussed this back in 2025, and now it is here: Memory ...
youtu.be
January 23, 2026 at 11:16 AM
Memory shortages are a thing in 2026 (again). But when prices spike this fast, are we looking at a bubble?
From on-chip SRAM to HBM to NAND, the data center landscape is shifting.
Watch the full video:https://youtu.be/JxpoNjBCmDk
#memoryshortage
From on-chip SRAM to HBM to NAND, the data center landscape is shifting.
Watch the full video:https://youtu.be/JxpoNjBCmDk
#memoryshortage
Micron's $1.8B DRAM fab buy signals a big move in the memory market. As AI demand rises, cycles still rule the game. Is memory truly no longer cyclical? 🤔
#Semiconductors #AI
https://chipstockinvestor.com/micron-buying-a-new-fab-are-memory-chips-no-longer-a-cyclical-commodity/
#Semiconductors #AI
https://chipstockinvestor.com/micron-buying-a-new-fab-are-memory-chips-no-longer-a-cyclical-commodity/
January 21, 2026 at 6:55 PM
Micron's $1.8B DRAM fab buy signals a big move in the memory market. As AI demand rises, cycles still rule the game. Is memory truly no longer cyclical? 🤔
#Semiconductors #AI
https://chipstockinvestor.com/micron-buying-a-new-fab-are-memory-chips-no-longer-a-cyclical-commodity/
#Semiconductors #AI
https://chipstockinvestor.com/micron-buying-a-new-fab-are-memory-chips-no-longer-a-cyclical-commodity/
Supply chain deep dive time. 📉
#TSM, #AMKR, & #AEHR. TSMC passes on work that doesn't meet their 40%+ operating margins, which is great news for Amkor. But does that make them a better buy?
And Aehr, you might want to see why management just sold more stock.
Full video:
#TSM, #AMKR, & #AEHR. TSMC passes on work that doesn't meet their 40%+ operating margins, which is great news for Amkor. But does that make them a better buy?
And Aehr, you might want to see why management just sold more stock.
Full video:
TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?
CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.Time to go back to our roots! In this episode, we’re breaki...
youtu.be
January 20, 2026 at 1:08 PM
Humanoid robots took center stage at #CES2026, but the real revenue story is still on four wheels. 🚘🤖
We break down why industrial and automotive robotics are where the money is right now, and why $MBLY is making some moves👇
Full video:
We break down why industrial and automotive robotics are where the money is right now, and why $MBLY is making some moves👇
Full video:
Top 3 Autonomous Driving & Robot Stocks For 2026
Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and Mo...
youtu.be
January 17, 2026 at 12:22 PM
Humanoid robots took center stage at #CES2026, but the real revenue story is still on four wheels. 🚘🤖
We break down why industrial and automotive robotics are where the money is right now, and why $MBLY is making some moves👇
Full video:
We break down why industrial and automotive robotics are where the money is right now, and why $MBLY is making some moves👇
Full video:
Proposed 10% cap on credit card interest rates won't hit #Visa or #Mastercard directly, but could shake up digital payments. Keep an eye on blockchain players like #Circle, which could benefit.
https://chipstockinvestor.com/10-cap-on-credit-card-interest-rates-1-top-digital-payments-stock-for-2026/
https://chipstockinvestor.com/10-cap-on-credit-card-interest-rates-1-top-digital-payments-stock-for-2026/
January 15, 2026 at 12:39 PM
Proposed 10% cap on credit card interest rates won't hit #Visa or #Mastercard directly, but could shake up digital payments. Keep an eye on blockchain players like #Circle, which could benefit.
https://chipstockinvestor.com/10-cap-on-credit-card-interest-rates-1-top-digital-payments-stock-for-2026/
https://chipstockinvestor.com/10-cap-on-credit-card-interest-rates-1-top-digital-payments-stock-for-2026/
AI Inference is about to get a 5x boost with Vera Rubin. 🤯 Nvidia has moved beyond individual chip innovation to solve for the full stack. Watch our latest video on what this means for your portfolio: https://f.mtr.cool/huszwrvudx
#Semiconductors #Investing #NVDA #AI
#Semiconductors #Investing #NVDA #AI
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
f.mtr.cool
January 14, 2026 at 11:53 AM
AI Inference is about to get a 5x boost with Vera Rubin. 🤯 Nvidia has moved beyond individual chip innovation to solve for the full stack. Watch our latest video on what this means for your portfolio: https://f.mtr.cool/huszwrvudx
#Semiconductors #Investing #NVDA #AI
#Semiconductors #Investing #NVDA #AI
Nvidia's move: They've brought Groq founder Jonathan Ross onboard, enhancing their AI inference game with his SRAM-based design expertise. 🚀 This boosts low-latency, energy-efficient AI performance.
Read here: https://f.mtr.cool/ifajourkro
Read here: https://f.mtr.cool/ifajourkro
January 10, 2026 at 9:54 AM
Nvidia's move: They've brought Groq founder Jonathan Ross onboard, enhancing their AI inference game with his SRAM-based design expertise. 🚀 This boosts low-latency, energy-efficient AI performance.
Read here: https://f.mtr.cool/ifajourkro
Read here: https://f.mtr.cool/ifajourkro
2026 is here and you have investing goals, but you don't know where to start. Don't give up, learn to answer the important questions about investing. Not jus the how, but the why.
Sign up today at https://f.mtr.cool/zjhgnoqdyq
Sign up today at https://f.mtr.cool/zjhgnoqdyq
January 8, 2026 at 11:20 AM
2026 is here and you have investing goals, but you don't know where to start. Don't give up, learn to answer the important questions about investing. Not jus the how, but the why.
Sign up today at https://f.mtr.cool/zjhgnoqdyq
Sign up today at https://f.mtr.cool/zjhgnoqdyq
Cut through the noise with our weekly "byte-sized" email decoding the semiconductor market—from AI to robotics.
✅ No fluff. ✅ Just data-backed insights.✅ No pump & dump.
Join our tech investor community for free: 👇
https://f.mtr.cool/gbkfzlikmz
✅ No fluff. ✅ Just data-backed insights.✅ No pump & dump.
Join our tech investor community for free: 👇
https://f.mtr.cool/gbkfzlikmz
December 5, 2025 at 11:02 AM
Cut through the noise with our weekly "byte-sized" email decoding the semiconductor market—from AI to robotics.
✅ No fluff. ✅ Just data-backed insights.✅ No pump & dump.
Join our tech investor community for free: 👇
https://f.mtr.cool/gbkfzlikmz
✅ No fluff. ✅ Just data-backed insights.✅ No pump & dump.
Join our tech investor community for free: 👇
https://f.mtr.cool/gbkfzlikmz
$SYM's post-earnings drop: dip-buy or a falling knife? 📉 85% revenue from Walmart, "GreenBox" JV with SoftBank complicates backlog. Medline is a win, but diversification is slow.
Watch here: https://f.mtr.cool/ifmnzvpclh
#robotics #investing
Watch here: https://f.mtr.cool/ifmnzvpclh
#robotics #investing
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
f.mtr.cool
December 4, 2025 at 4:21 PM
$SYM's post-earnings drop: dip-buy or a falling knife? 📉 85% revenue from Walmart, "GreenBox" JV with SoftBank complicates backlog. Medline is a win, but diversification is slow.
Watch here: https://f.mtr.cool/ifmnzvpclh
#robotics #investing
Watch here: https://f.mtr.cool/ifmnzvpclh
#robotics #investing
$NVDA is betting $2B that Synopsys ($SNPS) is the future of digital twins, physical AI, and maybe even quantum computing—despite recent market headwinds. Watch our full breakdown of the deal ahead of earnings! 🚀
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
f.mtr.cool
December 3, 2025 at 12:03 PM
$NVDA is betting $2B that Synopsys ($SNPS) is the future of digital twins, physical AI, and maybe even quantum computing—despite recent market headwinds. Watch our full breakdown of the deal ahead of earnings! 🚀
#Apple AI just can't seem to gain much ground. Yet, the stock has been having another moment here in 2025. What are the REAL reasons investors are rewarding Apple (APPL)?
New blog post here:
New blog post here:
Apple AI Still Isn’t A Thing — Why Investors Don’t Seem to Care | Chip Stock Investor
Up to this point, we haven't had much to say about Apple's (AAPL) lack of play in the artificial intelligence (AI) race. AI isn't an imminent threat to Apple's business. However, the going narrative was that, with companies like OpenAI and Apple services partner Google making rapid advances in intelligent consumer-facing software, Apple would lose
f.mtr.cool
December 2, 2025 at 12:57 PM
#Apple AI just can't seem to gain much ground. Yet, the stock has been having another moment here in 2025. What are the REAL reasons investors are rewarding Apple (APPL)?
New blog post here:
New blog post here:
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December 1, 2025 at 6:49 PM
Last day of 30% off at Fiscal! Get your discount with our unique link.
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Is Enterprise SaaS Dead? 🤔 With AI disrupting the scene, legacy software faces a dilemma: spend big on AI or risk falling behind. $ADBE & $MNDY are adapting, but margins are tight. Is it time to "bottom feed"?
Watch our take here: https://youtu.be/mosYh__o6zo
Watch our take here: https://youtu.be/mosYh__o6zo
November 28, 2025 at 5:02 PM
Is Enterprise SaaS Dead? 🤔 With AI disrupting the scene, legacy software faces a dilemma: spend big on AI or risk falling behind. $ADBE & $MNDY are adapting, but margins are tight. Is it time to "bottom feed"?
Watch our take here: https://youtu.be/mosYh__o6zo
Watch our take here: https://youtu.be/mosYh__o6zo