Podcast Index
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Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Mindset Reloaded - Brian Tracy Motivation Daily
Motiv
Bob Proctor: The Science of Success
Bob Proctor
The Essential
Will Media - Chiara Piotto
AST SpaceMobile Podcast
SpaceMob
聞く経済ニュース - 海外メディア超多読ラジオ
聞く経済ニュース
Otro podcast bursátil
Otro podcast bursátil
UBC News World
David Steward
The Rundown
Public.com
Economía Para Todos
esRadio
Veterans Corner Radio
Joe Muhlberger
鞠强教授：管理心理学
管理心理学教授鞠强
Senior Housing Investors
Haven Senior Investments
Flipping Mastery Podcast
Jerry Norton
Super-Spiked Podcast
Arjun Murti
The Julia La Roche Show
Julia La Roche
Property Prophets
Travis Wells
Good Morning, Money!
Rosha Entezari
Retire Well
Josh Bretl
Retire Ready with Nicholas Wealth
David Nicholas
Becker Private Equity & Business Podcast
Scott Becker
Becker Business
Scott Becker
Economía Para Todos
esRadio
WW – William Waack
CNN Brasil
Hidden Forces
Demetri Kofinas
JIJI English News-時事通信英語ニュース-
時事通信社
Token Metrics Daily Pulse
Token Metrics
Alfa Tu Camino (Ingeniería cuántica de seducción)
Hugo Cervantes
The Kapeel Gupta Career Podshow
Kapeel Gupta
Pirate Money
Kevin D. Freeman
박연미의 목돈연구소
SBS
Courageous Leadership with Virginia Prodan
Virginia Prodan
Reči o živote, vesmíre a vôbec
Juraj Bednár
Billianon
Billianon
Digital Finance Analytics (DFA) Blog
Martin North
Get 'N' Your Business Podcast
Camden County Chamber Of Commerce
Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD
Christopher H. Loo, MD-PhD
Business
Nicholas Rossolillo; Kasey Rossolillo
AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning ad engine so effici...
In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-ca...
In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive SpaceX IPO and the amb...
Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and balance sheet strength—...
In this episode of Chip Stock Investor, Nick and Kasey analyze NextPower (formerly Nextracker), evaluating its transition from specialized solar tracking to broader power generation and distribution. The discussion break...
Figma's Q1 2026 revenue grew 46% YoY to $333M, with net dollar retention hitting a multi-year high of 139%. But even after its post-IPO slide, the stock still trades at ~75x next-12-month free cash flow. We break down wh...
Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investors by walking throug...
Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the firs...
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investm...
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and whether anything ha...
Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family an...
While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten names deserve a spot...
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five compa...
Amphenol (APH) just reported Q1 2026 earnings and the stock sold off — but the revenue numbers tell a different story. In this episode, Kasey and Nick break down every segment of Amphenol's business and ask whether this ...
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for c...
On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to Home Depot and buying YETI coolers to preserve human hearts bef...
Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single quarter. That is a 70% increase from what these companies spent ...
In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 million today, and it t...
Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysi...
Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly.On the business analysis, they are standing firm.AMD is steadily taking data center CPU market share from Inte...
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