AppLovin (APP Stock) – Why It Could Remain A Top Buy For 2025
In-app advertising platform and AI darling AppLovin (APP) continues its rally after tariff turbulence and short-seller reports earlier this year. Lop off the unsustainable run-up in February in the chart below, and AppLovin has actually been a decent performer so far in 2025. Can it continue? We think it could. We use Finchat.io for business-level […]
Chip Stock Disaster? Why Investors Need to Be Cautious With Wolfspeed (WOLF Stock)
Before the recent Wall Street Journal article used the dreaded “b-word” (bankruptcy) in connection with silicon carbide (SiC) pure-play manufacturer Wolfspeed (WOLF), our Semi Insiders were given a write-up on the situation. In fact, we’ve been calling out issues at Wolfspeed for nearly two years now. In August 2024, though, serious warning signs began to […]
The U.S. AI Diffusion Rule Is Dead, Long Live AI Diffusion
Things are moving fast in macroeconomics land right now. But rather than play economic crisis (or rather, economic media headline) whack-a-mole, we’ll stay in our lane this week and address the so-called U.S. “AI Diffusion Rule.” For reference, here was our previous blog article/video on tariffs’ impact on semiconductors. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/ What was the AI diffusion […]
Big 5 Cloud Infrastructure Revenue – “The Greatest Businesses To Ever Exist”
Led by Nvidia’s (NVDA) accelerated computing platform, we believe data center infrastructure is on pace to become the largest end market for semiconductor sales in 2025. This will make chip sales to data centers larger than the mighty smartphone and mobile end market – the key pillar of the bull market of the 2010s. Colloquially […]
A Magnificent 7 “Bubble” and S&P 500 “Concentration Risk” – Is It Real? If So, How Do Investors Cope?
We’ve been fielding some variation on the above question regarding S&P 500 concentration for at least five years now. For the last couple of years, the argument has been centered on the so-called “Magnificent Seven” – Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOGL/GOOG), Meta (META), and Tesla (TSLA) – comprising at times […]
Most Investors Should Stay Away From the “New Intel” Turnaround Story
We’re entering our year number five of calling Intel (INTC) the “IBM of the 2020s” – our reference to IBM’s struggles in the 2010s during the fast rise of the cloud. This five year span includes our first official CSI YouTube video, at the bottom of the last bear market in September 2022 where we […]
The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)
We’ve discussed and picked quite a few robotics stocks over the years. Our best picks, our long-term “business ownership” holdings, are of course Nvidia (NVDA) and Intuitive Surgical (ISRG). About five years ago, we put together an internal list and wrote about it. Some of those public robotic stock “idea” lists included UiPath (PATH, no […]
TSMC + Nvidia: Bringing Unity to the Silicon Photonics Industry?
This article is the third in a series of silicon photonics write-ups over on Semiconductor Insider. In this segment, we’re explaining (hopefully in easy-to-understand language) Nvidia (NVDA) and Taiwan Semiconductor Manufacturing’s (TSM) silicon photonics breakthrough: Co-packaged optics (CPO) in Nvidia’s AI data center switching devices. TSMC has been steadily growing its manufacturing empire into new […]
What Is CNAPP? Besides Google, Who Else Is Investing In the Next Big Thing In Cybersecurity?
A couple weeks ago, we did a video on Alphabet’s (GOOGL) offer to acquire cybersecurity startup Wiz and merge it with Google Cloud. The price tag? A shocking $32 billion! Link to that video here: The Real Reason You Should Care About Google’s Acquisition of Wiz Wiz is a CNAPP provider. What is CNAPP? Why […]
Will Tariffs Doom Chip Stocks and End the Bull Market?
With President Trump back in the White House, we were already anticipating market turbulence due to tariffs. The month of March didn’t disappoint on that front. Not even semiconductors have been spared, with hints that tariffs might be in store for chips made outside of the U.S. Let’s do an update on our video from […]