Evidence

AI is very much a benefit, as we talked about three months ago now, when Palo Alto and the other two of the big three, CrowdStrike and Fortinet were like half the price. Palo Alto was almost half the price it was now. We said of all the software companies out there, these guys

— Chip Stock Investor

One company that we've liked for the last couple of years and continue to talk about it at Chip Stock Investor is Lam Research... it's not just the manufacturing equipment that they sell, but also the ongoing services that they provide to their customers that have made them a

— Chip Stock Investor

we are unchanged in our expectations for Broadcom, more than happy to continue holding this stock and a basket of other companies related to AI data center infrastructure build-out in the semiconductor space

— Chip Stock Investor, at 7:45

let's go back to the boring, most obvious AI infrastructure and video. Nvidia. We're we're talking about the five-layer cake assumptions. We are all out building, especially the bottom three layers. That's where all the investment is flowing in 2025, 2026, and probably also in 20

— Chip Stock Investor

KLA being the biggest of the metrology companies, that's still interest us the most of all the different subsegments within this.

— Chip Stock Investor

the cleaner investments in the CPU markets, especially if you're just looking at CPUs alone for these two businesses is still definitely AMD.

— Chip Stock Investor

21.8% year over year revenue growth in Q1, 63% year over year growth for Google Cloud...Total operating profit margin, 36.1%, which is pretty incredible...Huge operating margin increases, especially as Google Cloud, has grown so much the last couple of years...Great stuff here fo

— Chip Stock Investor

the cleaner investment in the CPU market, especially if you're just looking at CPUs alone for these two businesses, is still definitely AMD.

— Chip Stock Investor

One that we've been talking about for the last two years that is likely to continue benefiting from this trend is GE Vernova.

— Chip Stock Investor

A lot to still like with Lam Research here at this point... we're happy to continue holding.

— Chip Stock Investor

If you're Amazon shareholder like us, you're not even gonna feel that. When the deal goes through. If it gets approved, you're not even gonna notice, what happened there.

— Chip Stock Investor

Think Nvidia or Taiwan Semiconductor Manufacturing. They can essentially tell their customers what things cost, and the customers pay that money. That pricing power means incredible profitability over time. In good years, they soar, in bad years, they stay profitable. Those are t

— Chip Stock Investor

Think Nvidia or Taiwan Semiconductor Manufacturing. They can essentially tell their customers what things cost, and the customers pay that money. That pricing power means incredible profitability over time. In good years, they soar, in bad years, they stay profitable. Those are t

— Chip Stock Investor

despite all of the risks from competitors, old and new supply chain disruption, also not a new thing for TSMC. They've been through plenty of supply chain disruptions. Just in the last six years alone, the company has got a lot figured out. It seems like they know what they're do

— Chip Stock Investor

we decided last March, last April, during the tariff tantrum, it was most certainly time to start buying AMD again... AMD as far as it appears right now as we head into earning season, again, is set to have a pretty good 2026 with rapid revenue growth and probably a bit of profit

— Chip Stock Investor

it is definitely Nvidia and Broadcom that are really moving things forward for these data center operators right now.

— Chip Stock Investor

We've owned Broadcom for a long time. We're very happy to continue owning it. Is it a buy right now? That depends on your belief in management's outlook. Can they continue to deliver this massive amount of growth this year and into 2027? If they do, might still be a pretty decent

— Chip Stock Investor

Is Microsoft a good starting point for investing in cybersecurity? Yes. All the hyperscalers are where everybody should start their cybersecurity investing journey... Microsoft especially, with that claim, 37 billion in fiscal 2025 revenue. They're the biggest in the world.

— Chip Stock Investor

Perfect example of that is Palo Alto Networks. And there's a direct correlation to those three things... what they're able to do as a result of being a platform is they actually can go directly to customers themselves without relying on those, let's say, Salesforce augmenters...

— Chip Stock Investor

I think we're looking at another situation similar to, this time last year, maybe nine months ago, in mid 2025, where we said microns probably going to reach new all time highs. I think that is probably not, a crazy scenario to consider.

— Chip Stock Investor

These five companies, Palo Alto Networks, Fortinet, CrowdStrike, CloudFlare, and Rubrik is a newer addition just this last year. All of these, except for Rubrik, are long-term holdings for us. We still like them very much.

— Chip Stock Investor

These five companies, Palo Alto Networks, Fortinet, CrowdStrike, CloudFlare, and Rubrik is a newer addition just this last year. All of these, except for Rubrik, are long-term holdings for us. We still like them very much.

— Chip Stock Investor