Podcast Index
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Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
Geopolitical Cousins
Jacob Shapiro & Marko Papic
China Update
Tony
Coffee with Jon - Think Big. Get Unstuck. Grow Your Business
Jon Dwoskin
JKCast
JKCast
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
The AI for Sales Podcast
Chad Burmeister
Inspiring Tech Leaders - AI, Technology Strategy & Digital Transformation
Dave Roberts
IMI Podcasts
Christian Henrik Nesheim
Hand Therapy Secrets | Helping Occupational Therapist Become Experts
Hoang Tran OT/L, CHT
The Private School Leader Podcast
Mark Minkus
Bitcoiners - Live From Bitcoin Beach
Mike Peterson
Minor Issues
Mark Thornton
Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author
Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach
DX Today | No-Hype Podcast & News About AI & DX
Rick Spair
Islam Channel
Islam Channel
That LEO Guy
That LEO Guy
Markets, Meditations, and Mental Models
Cosmic Trex
No Vacancy Live!
No Vacancy Live
SEOTOP1
SEOTOP1
プチ鹿島 赤坂タイムス
TBS RADIO
MSTR Today: Daily insights of Michael Saylor, Bitcoin and Strategy (MicroStrategy)
John Lee Dumas
Bitcoin Para Pobres
alberto
Radioland, with James Cridland - radio futurologist
James Cridland
The Lawn Hustle!
Professional Lawn Maintenance
Maritime Morning Brief
Marine Exchange of Puget Sound
Payments Brief: FinTech, Banking & Payments News
Payments Brief Team
AI Builds It: Easy Coding Tools
AIAgentStore.ai
AI Fire Daily
AIFire.co
Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth
Jimmy Connor and Bloor Street Capital
Smart Cherrys Thoughts
Sai Charan Paloju
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap
ReThink Productivity Podcast
ReThink Productivity
The GaryVee Audio Experience
Gary Vaynerchuk
Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast
I Hear Everything
MarTech Podcast ™ // Marketing + Technology = Business Growth
I Hear Everything
The Canadian Investor
Braden Dennis & Simon Belanger
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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