CyberArk-Plus-Venafi — Adding A New Cybersecurity Leader to the Basket In 2025?
The following is a thread we posted last week on Semiconductor Insider. And for reference, this is a follow up to the video we did on CyberArk (CYBR) a couple months ago, as well as one back in spring 2024, which you can find here: https://youtu.be/KZNef6PbrBo https://youtu.be/DAjstoo-SK4 CyberArk vs. Okta — what’s the difference, in […]
Who Really Wins In the Legal Battle Between Arm & Qualcomm? Maybe Not Who You Think
Cadence Design Systems (CDNS) earnings were good, as per usual. Nothing we felt like we needed to specifically address. But there were some management comments made regarding an expanded relationship between Cadence and processor technology licensor and IP leader Arm Holdings (ARM). It seemed pertinent given Arm and Qualcomm‘s (QCOM) tit-for-tat legal battle. The court […]
Impinj PI Stock – Up 200% In A Year
We wanted to do a one-year-later review on Impinj (PI), but October came and went, and we ran out of time. Here’s our original article from October 2023: https://www.fool.com/investing/2023/10/03/1-top-small-cap-chip-stock-that-could-be-poised/ Impinj is up some 200% since then! We didn’t buy (there was no room in our small-cap and small-bets basket), but maybe a few of you […]
Aehr Test Systems (AEHR) Stock – More Patience Required From Investors
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
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 […]
Taiwan Semiconductor Stock TSMC Buys A New LCD Screen Fab – For AI Chip Packaging? Top Long-Term Stock Now?
August has been a busy month for the world’s largest and most advanced foundry, Taiwan Semiconductor Manufacturing (TSM). Just the other day, the joint venture ESMC between TSMC, Bosch, Infineon, and NXP Semi broke ground in Dresden, Germany. That will eventually be a unique asset, a first-of-its-kind for Europe. And then there was TSMC’s Board […]
New Amazon Chips Are Coming – Are They “Nvidia Killers?”
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
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
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 […]