Podcast Index
Explora podcasts por categoría, abre episodios recientes y descarga audio para escucharlo sin conexión.
Chip Stock Investor Podcast
Nicholas Rossolillo; Kasey Rossolillo
The Michael and Patty Real Estate Show
Michael Poczynek & Powerhouse Patty Castle
The Lawfare Podcast: Patreon Edition
The Lawfare Institute
Growth Notes
Jason Frazier
The High Court Report
SCOTUS Oral Arguments
Chat GPT Infinite Intelligence
Sol Good Network
Chat GPT Podcast
Sol Good Network
Brushwood Media Network
Brushwood Media Network
50 Shades of Planning
Samuel Stafford
王義川-這樣川正好
寶島聯播網
The Daily Finance Brief | Markets, Business and Economic News
The Daily Finance Brief
The Occupational Safety Leadership Podcast
Dr. Ayers/Applied Safety and Environmental Management
Automotive News Daily Drive
Automotive News
The Ramsey Show Highlights
Ramsey Network
WSJ Your Money Briefing
The Wall Street Journal
The College Investor Audio Show
The College Investor
Maximum Lawyer
Tyson Mutrux
Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe
Daniel Metcalf and Mike Stromsoe
Home Service Millionaire with Mike Andes
Mike Andes
The Note Closers Show - The #1 Podcast for Note Investing
Scott Carson
Wealth Juice | Real Estate, Entrepreneurship & Investing
Cory Jacobson, Ryan Bevilacqua
財訊 《Wealth Magazine》
財訊雙週刊
Working Ranch Radio Show
Justin Mills
The KE Report
KE Report
The Pomp Podcast
Anthony Pompliano
The Unforget Yourself Show
Mark and Katie
The CJ Moneyway Show
CJ Moneyway, Bleav
Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy
Dr. Caroline Biesalski
Creating Richer Lives
Karl Eggerss
The Drive Car Show
The Drive with Lauren & Karl
醫藥大小事
凱文藥師
AI News Podcast | Latest AI News, Analysis & Events | Daily Inference
AI Daily
Bricks And Bytes
Bricks And Bytes
The Jedburgh Podcast
Fran Racioppi
AD7 Devocional - Diferente / Inverso
AD7 Devocional
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co
CEO Podcasts
寰宇#關鍵字新聞 Global Hashtag News
寰宇新聞台
Negocios
Nicholas Rossolillo; Kasey Rossolillo
AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning ad engine so effici...
In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-ca...
In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive SpaceX IPO and the amb...
Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and balance sheet strength—...
In this episode of Chip Stock Investor, Nick and Kasey analyze NextPower (formerly Nextracker), evaluating its transition from specialized solar tracking to broader power generation and distribution. The discussion break...
Figma's Q1 2026 revenue grew 46% YoY to $333M, with net dollar retention hitting a multi-year high of 139%. But even after its post-IPO slide, the stock still trades at ~75x next-12-month free cash flow. We break down wh...
Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investors by walking throug...
Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the firs...
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investm...
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and whether anything ha...
Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family an...
While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten names deserve a spot...
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five compa...
Amphenol (APH) just reported Q1 2026 earnings and the stock sold off — but the revenue numbers tell a different story. In this episode, Kasey and Nick break down every segment of Amphenol's business and ask whether this ...
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for c...
On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to Home Depot and buying YETI coolers to preserve human hearts bef...
Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single quarter. That is a 70% increase from what these companies spent ...
In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 million today, and it t...
Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysi...
Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly.On the business analysis, they are standing firm.AMD is steadily taking data center CPU market share from Inte...
Completa el formulario de abajo. Asegúrate de seleccionar tanto País como Géneros.
Envíanos un mensaje abajo. Te responderemos en un plazo de 24 horas.