Join Nick and Casey Rossolillo, co-hosts of the Chip Stock Investor channel, as they dive into the current semiconductor landscape. They discuss the market cycle and how AI is reshaping spending. Discover ASML's lithography dominance and NVIDIA's competitive edge, alongside alternative GPU options. The duo also highlights the rise of hyperscalers and custom chip designs, the geopolitical risks surrounding TSMC, and Intel's future. Gain insights into long-term investment strategies and the bright prospects for companies like Broadcom and Qualcomm.

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Financial Markets and Weekly Updates (03:25) Visa's Legal Challenges and Market Impact (06:14) Exploring LVMH and Market Valuations (09:32) Boeing's Union Strike and Financial Struggles (16:24) Todd Combs and Geico's Management Controversies (26:27) China's Economic Challenges and Market Responses (39:26) SoundHound AI: A Small Cap Analysis (51:25) Closing Thoughts and Market Reflections ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks Follow us on Substack: ⁠https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Discover the fascinating world of competitive advantages, or 'moats', with insights from Pat Dorsey. The podcast dives into intangible assets and the crucial role of switching costs in consumer loyalty. Explore network effects, showcasing how platforms like Visa and Facebook thrive as user numbers grow. Learn about economies of scale and how companies like Dell excel in cost advantages. Finally, gain investment wisdom from a notable portfolio, highlighting the importance of strong management and brand trust.

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:58) Oracle's AI Potential and Earnings Outlook (06:51) Snowflake's Caution on AI Spending (12:38) Boeing's Union Strike and Production Challenges (20:25) Alaska and Hawaiian Airlines Merger (25:41) Uber and Waymo's Partnership (35:22) Small Cap of the Week: Dave, Inc. (47:59) Amazon's Return to Office Policy (55:47) Emerging Markets and Global Investment Perspectives ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks Follow us on Substack: ⁠https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Simon Erickson, from 7investing, offers expert insights on Rocket Lab's market strategies and innovations. He explains how Rocket Lab is democratizing space access, particularly with the launch of the Neutron rocket, a potential game changer against SpaceX. The discussion delves into government contracts, risks for investors, and future prospects in space data services. Erickson also shares thoughts on Rocket Lab's SPAC journey and the management team's credibility as they navigate the competitive rocket industry.

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:25) Recession Fears in the Banking Sector (04:32) Weak Numbers in the Retail Industry (06:38) The Potential Impact of Waymo on Uber and Lyft (13:51) The Bear Case for Google (26:30) The Upcoming iPhone Event and AI Technology (36:11) The AI iPhone: A Game-Changer (36:54) The Declining Upgrade Rate for iPhones (38:01) Seven Industry Leaders at New 52-Week Lows (39:43) Grocery Outlet Bargain Market: Low Prices and Expansion Potential (52:37) Upcoming Episodes: Celsius, EV Stocks, and Rocket Lab ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this discussion, Travis Hoium, an expert from Asymmetric Investing specializing in the automotive sector, analyzes the challenges plaguing electric vehicle giants like Rivian and Tesla. He addresses Rivian's uncertain future amidst fluctuating demand and explores the rise of plug-in hybrids. The conversation highlights Tesla's aggressive price cuts and the competitive threat from Chinese manufacturers like BYD. Travis also provides insights on identifying sustainable business models within the EV market and explores the implications for investors.

The hosts break down the importance of founder involvement in management, using Airbnb's recent challenges as a backdrop. They highlight six dividend stocks with promising yields and explore the competitive decline of Celsius and Dollar Tree. Discussion shifts to the evolving retail landscape amid economic recovery, emphasizing the K-shaped recovery's impact on consumer spending. There's also a thorough analysis of Supermicro's recent controversies and its implications in the tech market, showcasing both risks and potential rewards for investors.

Dive into the growth of a hidden fintech marvel that's revolutionizing remittances. Discover its innovative approach to international money transfers and user-friendly design. The conversation highlights competitive advantages, ambitious growth strategies, and insightful financial projections. Learn about the critical role of effective management and customer trust. With an eye on market positioning against giants like Western Union, this discussion unveils potential investment opportunities in the fintech landscape.

This week dives into the drama surrounding Super Microcomputer and its alarming short report. There's a deep examination of revenue slowdowns and the treacherous landscape of investing in Chinese stocks. Tune in for insights on small-cap Nerdy’s growth and the impact of recent executive stock sales. Explore how company fundamentals are under scrutiny, alongside consumer trends that differentiate successful retailers from their struggling counterparts. Plus, discussions on the future of AI and the tech industry's capital expenditures add extra spice!