DON'T JUST BUY STOCKS. KNOW WHAT YOU OWN.
The semiconductor market moves fast. One mistake costs more than a year of membership. For just $10/month, join us as we break down the technology, the businesses, and the exact rationale behind our portfolio moves.
The WHY behind the buy: We explain the technology and business logic behind every portfolio decision, so you understand the company, not just the ticker.
Use our dedicated research platform to analyze supply chains and spot the real winners in AI and semis.
Join our private livestreams to ask questions about market trends, tech developments, or our current strategy. (Note: We share our views, not financial advice).
Escape the noise of social media. Join engineers and serious investors in our Discord to discuss the fundamentals of the companies building the future.
just $10/month
Billed Annually
Looking for seats for multiple users? Consider an enterprise plan. Contact us at info@chipstockinvestor.com for more details.
some love from our members
“CSI has been one of the greatest investments I’ve ever made. Honestly, I sometimes feel like I’m getting away with ….”
Shannon-Semiconductor Insider
Shannon
“Sometimes in life, you get what you need, and not just what you want. That’s exactly how my journey started at CSI. As a relatively new investor, I came to CSI looking for the ‘hot tips’ – I needed and wanted that next great AI stock pick to get rich quick. I’m so glad I stayed around, though, because what I found was so much more valuable than I could have ever wished for.
Nick and Kasey lead with genuine values, high morals, and strong ethics. They run their business with an integrity that’s incredibly hard to find on the internet, especially in the investment world. They’ll never tell you what to buy (because, let’s face it, they can’t do that responsibly). Instead, they empower you by showing you how they pick great long-term businesses, using their top-down approach.
At CSI, you’ll learn practical skills like how to run your own reverse discounted cash flow analysis, understand why finding a ‘sticky’ hardware and software business can be a smart strategy, and why tuning out the noise of hype and sticking to solid fundamentals will save you a ton of stress, and ultimately, your hard-earned money.
You’ll never get any hype or mindless stock pumping here, just ruthless, methodical, and honest analysis. For example, did you know that Applied Materials has a research and development budget totaling more than $3 billion annually? And that Applied Materials is the largest supplier in the world of wafer fabrication equipment for semiconductors? Have you ever heard of the ‘Fab 5’? Neither had I before I joined CSI and its engaging Discord community!
CSI offers tremendous value to both retail investors and experienced professionals alike. For me, CSI has been one of the greatest investments I’ve ever made as an investor. Honestly, I sometimes feel like I’m getting away with something, ‘ripping off’ Nick and Kasey for only $10 a month! They’re really democratizing critical thinking and thorough investment analysis for the masses.
If you just want the hype, by all means, go elsewhere. But if you want to truly learn and interact with other investors who bring years of knowledge and practical experience from the chip and chip-adjacent industries, then please, I strongly encourage you to join us. You’ll find a bunch of cool, supportive people, and you’ll become a much better investor for it”
“The depth of analysis offered by CSI is truly exceptional, a rare find in today’s market. I have witnessed the …”
Victor-Semiconductor Insider
Victor
“The depth of analysis offered by CSI is truly exceptional, a rare find in today’s market. Their ‘power couple’ dynamic, combining profound expertise with their talent for instruction, creates an unparalleled learning experience. Add their commitment to honesty and objectivity, and you get a foundation of trust that’s hard to replicate. Furthermore, the constant accessibility through their chat and weekly calls is invaluable. This comprehensive approach naturally attracts a community of like-minded investors, creating a rich network within and beyond semis. What truly sets CSI apart is their dedication to sustainable growth, prioritizing the development of a strong community over short-term monetization. As an early member, I have witnessed the genuine value and lasting impact of their work.”
“Chip Stock Investor actually changed my investment life and financial future. I’m continuously amazed by the ….””
Hallvar-Semiconductor Insider
Hallvar
“While weeding through tons of online services and sources for information trying to establish my own independent investment framework, I stumbled into this amazing ecosystem. It has been invaluable to me and fits my investment style perfectly.
The value I get from CSI is so great that it’s difficult to describe. I get everything from actual guidance in developing my own investment framework to introduction and full analysis of great businesses I never had, or would have, heard of. It’s all there.
I actually cannot believe these videos are out there, free on Youtube. On top of that you can join this priceless community for basically nothing, giving you access to deep dive analysis, live Q&A-sessions, guidance on investing – everything you need to handle your own investments and set you on your way to beat the markets.
I remember being so happy and having to tell all my friends about what I’d found after discovering CSI and its ecosystem; the guidance, the analysis, the deep dives into amazing businesses I’d never heard of, the community and all the perks. This is true value.
CSI actually changed my investment life and financial future. I’m continuously amazed by the true value I keep getting here. Priceless.”
all member benefits
Master the Fundamentals
Move beyond price action. Learn how to evaluate business models, allocate capital efficiently, and build a resilient investing framework that withstands market volatility.
The Tech Intelligence Archive
A comprehensive library of industry deep-dives and guides on complex sectors like AI, cybersecurity, and manufacturing. It’s your permanent reference for understanding the technologies driving growth.
Interactive Supply Chain Analysis
Navigate the complexity. We provide a fully interactive map of the global semiconductor supply chain, allowing you to trace dependencies and understand exactly where your investments fit into the broader economy.
High-Level Industry Discourse
Escape the noise. Join engineers, industry veterans, and serious investors in our Discord. It’s a dedicated space for debating business fundamentals and tech trends without the hype.
Institutional-Grade Due Diligence
Access our specific research on industry titans (like Nvidia and TSMC) and emerging players. We break down the technology and the financials so you understand exactly why a company belongs in a long-term portfolio.
Weekly Strategy Sessions
Join our private livestreams to discuss market shifts and tech developments. Ask us anything about our research process or the industry—no question is too technical.
all for just $10/month
Billed Annually
Looking for seats for multiple users? Consider an enterprise plan. Contact us at info@chipstockinvestor.com for more details.
*Joining the Discord community is optional. A free Discord account is required. If necessary, initial setup can be completed after purchase of a Semiconductor Insider membership.