Aehr Test Systems (AEHR) Stock – More Patience Required From Investors

an illustration of an EV driving down a highway

With Q1 fiscal 2025 earnings in hand (for the three months ended in August 2024), investors are feeling a bit more optimistic about Aehr Test Systems (AEHR) stock once again. We won’t spend a lot of time on that today. The market is particularly fickle on this one, likely reflecting the high amount of trader […]

A Pure-Play Bet On Nvidia Blackwell Growth? Astera Labs Deep Dive

cables connected on server

We’re coming up on the six-month-anniversary of Astera Labs’ (ALAB) initial public offering (which occurred in March 2024, if you’re reading/watching this installment later than September). Since Chip Stock Investor has yet to do a deep dive (the CSI way is to let the dust settle on hot IPOs for at least six to 12 […]

New Amazon Chips Are Coming – Are They “Nvidia Killers?”

An office of a semiconductor design engineer

Amazon (AMZN) exceeded expectations in Q2 2024. It once again proved that after amassing all that revenue last decade, it can still be a winning stock by now shifting to profit margin growth. Oh… and revenue growth wasn’t all that bad either. Even so, the stock got hammered by the July / August stock market […]

Intel’s (INTC Stock) Meltdown Culminates In Corporate Gaslighting

Once again, it brings us no pleasure to discuss the steady meltdown of Intel’s (INTC) business. But this go around, it was especially egregious, and CEO Pat Gelsinger and the management team gaslit shareholders – and the world – as it maintains its recent actions are somehow all part of the planned bigger picture. Two […]

AMD AI Is Not the Same As Nvidia AI, and That’s OK For Chip Stock Investors

photo of turned on laptop computer

Lot’s of wild volatility in July, and it’s continued in August. Chip stocks got hit especially hard, some of them even after posting solid earnings. And so we’re going to revamp our thesis that we started on Advanced Micro Devices (AMD) late last year: AMD AI is never going to create an “Nvidia moment,” but […]

The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia

robot pointing on a wall

Chatter about the “AI bubble” continues, and what it all means for Nvidia’s (NVDA) meteoric rise to one of the world’s most valuable and important companies. Meanwhile, Alphabet (GOOGL/GOOG) – a top Nvidia customer – just had its Q2 2024 financial update. AI made a nearly every-other-sentence appearance on the earnings conference call. There’s serious […]