Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?
For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster” was Monday.com (MNDY). Much has been said of the “AI is going to eat enterprise SaaS” thing. Sort of like how SaaS was eating traditional software last decade (it didn’t, it augmented the traditional software […]
Is Axcelis Technologies (ACLS) Still A Cheap Chip Stock To Buy In 2025?
After getting Axcelis Technologies (ACLS) Q2 2025 earnings update, time for a review. This article is an update on the one six months ago (Can This Former High-Growth Chip Stock Investor Favorite Bounce Back In 2025?). Quick review on what they do: Axcelis is a provider of wafer fab equipment — the proverbial “picks and […]
Enough Navitas, Time For Some Gravitas – Why Investors Need to Cool It With NVTS Stock
Navitas (from Latin): zeal, energy, diligence Gravitas (from Latin): dignity, seriousness, solemnity A few weeks ago, we featured some of our research content regarding Monolithic Power Systems (MPWR), startup Navitas Semiconductor (NVTS), and their part in helping develop Nvidia’s (NVDA) high-voltage data center architecture that will begin deployment in 2027. Here’s the video link: Nvidia’s […]
ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know
It’s been nearly a decade of trade war, tariff threats, and extreme supply chain disruption for the semiconductor industry. 2025 hasn’t disappointed in its ability to test investor resolve. We need not review all the gritty details. But throughout it all, we preached caution and moderation when making portfolio adjustments, if any. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/ That said, […]
Entegris: Just Maybe, A Semiconductor Stock Yet to Take Flight Ahead of the Next Growth Cycle
The following is taken from a Semi Insider on July 5, 2025. And yes, we understand Entegris (ENTG) stock is up ~10% since then. But we still find the research valid. The market is running hot, so we’re looking for businesses that still need to prove their financials are solid before taking flight. In the […]
Monolithic Power’s Fast and Steady Growth In the AI Data Center Era
This is a follow-up to some of our recent write-ups about the struggles for the old industry biz model, the IDMs (integrated device manufacturers). Monolithic Power Systems (MPWR) continues to win lots of new business at their expense in the AI data center era, diversifying across a multitude of third-party foundries and outsourced assembly and […]
Robotics Stock Symbotic (SYM Stock) Signs of Life, but Know What You’re Buying
A few of you have been with us since before Chip Stock Investor was a thing. And so maybe you recall our bearish call in 2023, once in June and the next in December. Both calls, as it so happens, called the top in Symbotic (SYM). A couple of those articles are still floating around […]
An Investor’s Guide to HBM (High-Bandwidth Memory) For AI
Micron (MU) has an earnings update this week. Ahead of the report – let’s call it an early kick-off to Q2 2025 earnings season – let’s review what HBM is, and why it matters. The memory chip market in 2025 In 2024, memory sales notched a rapid recovery from the bear market of 2022-23. Memory […]
AI Makes A New Leader In Fab Manufacturing Equipment — BE Semi (BESI) Investor Day Update
Let’s talk about the Netherlands’ other dominant semiconductor fab equipment company (no, not ASML), BE Semiconductor (BESI in Europe, BESIY in U.S.). After listening to the investor day update, we decided this one was worthy of a deeper dive. It’s not new info for those of you that have been following the advanced packaging topic […]
What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
The following is a Marvell Technology Group (MRVL) summary of several posts from Chip Stock Investor’s Semiconductor Insider over the last few weeks. Why do a review of Marvell Technology Group now? Besides being over a year since our decision to begin selling and re-allocating some of the proceeds into more Broadcom (AVGO)(see the last […]