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.
Chip Stock Investor Podcast
Claim This Podcastby Nicholas Rossolillo; Kasey Rossolillo
4.6(77 reviews)
457 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
81
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality90
Social0
YouTube93
Engagement85
Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/30/2023
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81
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality90
Social0
YouTube93
Engagement85
8
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excellent
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Recent Episodes
July 4, 2026
Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)
<p>Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In this mid-year portfolio review, we break down six months of real performance across our memory holdings (Micron, SK Hynix, SanDisk, Western Digital, Seagate, NVE Corp, GSI Technology) and optical networking positions (Lumentum, Coherent, Applied Optoelectronics, Broadcom, Viavi Networks), explain why we're maintaining our allocation despite outsized gains, and walk through the risk management conversation every investor should be having right now.</p><p><br></p><p>We also dig into the looming supply-side risk from CXMT's IPO in China, how the "Fab Five" equipment makers (ASML, Applied Materials, Lam Research, Tokyo Electron, KLA) and Chinese players like ACM Research fit into the memory cycle, and why Lumentum and Coherent remain our top optical picks for the second half of 2026, backed by NVIDIA's direct investment in both companies. This is a research-backed, data-driven portfolio update built for long-term fundamental semiconductor investors — not stock picking hype.</p><p>Join Semi Insider for full access to our research platform and tools at <a href="https://chipstockinvestor.com">https://chipstockinvestor.com</a>. Get 15% off your membership with our data partner Fiscal.ai: <a href="https://fiscal.ai/csi">https://fiscal.ai/csi</a>.</p><p>Content is for general information and entertainment only and is not investment advice. CSI owns shares of the companies discussed.</p><p></p>
July 2, 2026
Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?
<p><strong>Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%.</strong> Here's the reverse DCF and margin math behind why the recovery has stalled.</p><p>Rubrik (NYSE: RBRK) is one of the smaller names in the cybersecurity sector, operating in the data storage and backup security niche — a category distinct from network security players like Palo Alto Networks and Fortinet, or endpoint security leaders like CrowdStrike. In this excerpt from our Semiconductor Insider Live session, Nick and Kasey Rossolillo break down why Rubrik has lagged the broader cybersecurity recovery even as subscription ARR growth stays above <strong>30%</strong> and reported revenue grows nearly <strong>40%</strong> year-over-year.</p><p>We dig into the free cash flow story to explain why it has stalled sequentially even as it grows year-over-year. We also explore what that margin compression means for a smaller, AI-infrastructure-dependent company, and how Rubrik's balance sheet (<strong>$1.7B</strong> cash vs. <strong>$1.1B</strong> long-term debt) holds up. Finally, we run a reverse discounted cash flow (DCF) analysis to see what growth assumptions are baked into the current stock price and discuss how small and mid-cap software stocks fit into a diversified, long-term portfolio strategy.</p><p>This is educational content for self-directed investors evaluating semiconductor-adjacent software and cybersecurity plays in 2026.</p><ul><li><p><strong>Join Semi Insider:</strong> Get access to CSI's research platform, tools, and deeper research as it happens at <a href="https://chipstockinvestor.com/" target="_blank" rel="noopener">chipstockinvestor.com</a></p></li><li><p><strong>Special Discount:</strong> Get <strong>15% off</strong> your membership with our special link: <a href="https://fiscal.ai/csi" target="_blank" rel="noopener">fiscal.ai/csi</a></p></li><li><p><strong>Related Episode:</strong> We called this back in June — <a href="https://www.youtube.com/watch?v=TNx8niZ7LjE" target="_blank" rel="noopener">Listen/Watch here</a></p></li></ul><p>If you found this episode useful, please make sure to follow the podcast and leave us a rating! Let us know in the Spotify Q&A below: Do you think Rubrik's margin compression is temporary, or a longer-term concern?</p><p><br></p><p>Content in this podcast 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.</p><p>CSI owns shares of Rubrik.</p><p></p>
June 30, 2026
Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?
Host [Host Name] interviews [Guest Name] about how Micron's take-or-pay agreements reshape the memory chip cycle by securing revenue and mitigating market volatility.
457 total episodes available with 14 transcripts
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This podcast updates daily.
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