Nicholas Rossolillo @nrossolillo
Biz, tech, history, music nerd. https://t.co/rpRFVh7E3p Concinnus Fin, invstmnt port mngr, small biz tub-thumper. Nothing here's personal advice. linktr.ee/chipstockinves… Internet, Earth Joined February 2014-
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Happy Hump Day, everyone! @KRossolillo weigh in on the as-expected, but nevertheless overhyped, $AMD #AI fueled Q1 earnings update. It was a doozy, but for all the wrong reasons. youtu.be/SrazcM2f5YM
Get ready for $AMD coverage! Hint: The story isn't about AI. @nrossolillo
Sterling Infrastructure $STRL interesting business, great story, but what's the durable long term advantage? Anyone else researching this one? fool.com/investing/2024…
More cyber M&A announced last Friday, Thoma Bravo taking Darktrace $DARK private for $5.3 bil. Covered this type of action in our Cybersecurity Industry video and show notes. Lots more deals coming. Deep pocketed software cos and private equity will win. youtu.be/3rcz8RKgURU
We turned our Arista Networks (ANET) vs Nvidia (NVDA) ethernet video and show notes into a blog post over on our website. And if you missed it, the video itself is in the second link! chipstockinvestor.com/nvidia-vs-aris… youtu.be/wLQzaelC5PA
Got to have the "final word" in this Reuters piece about ASML and risks that the new CEO will be facing. Toby Sterling does a lot of reporting on all things happening at ASML. If you're a shareholder, could be a good resource to keep tabs on the goings on. reuters.com/technology/new…
Visa $V (and Mastercard $MA too) are incredible businesses, and great long term stocks
Visa $V (and Mastercard $MA too) are incredible businesses, and great long term stocks
You may not think of $V as a chip stock, but digital payments rely heavily on the semiconductor world. This has been a long time holding for @nrossolillo and I! Check out our new video youtu.be/N8W0Yek-IQQ
Lam Research $LRCX, and the whole Fab5 for that matter $ASML $AMAT $TOELY $KLAC, are wonderful chip stocks and investments. youtu.be/Jg0zd2ezVdk
Just a reminder, $META's AI CapEx may not affect EPS much this year, but it will affect free cash flow. Market might be worried over higher depreciation dragging down EPS in the years ahead. The revenue guidance was solid. Here's our post-earnings take: youtu.be/aY8Qz5eh5Hk
Amazing that a chip bricked in 46-yr-old Voyager I, preventing it from sending data, and NASA figured out how to split up and reallocate its functions to other hardware, sending code 15 billion miles away (45 hours round trip!)--and Voyager's back online. blogs.nasa.gov/voyager/2024/0…
If you missed it, check out @KRossolillo's Intuitive Surgical $ISRG breakdown from last week: youtu.be/bHtJLaScEA4
More "AI stock" selloffs. Long $CDNS youtu.be/tYS42UMYWew
Going to be adding to our Netflix $NFLX position youtube.com/shorts/UUUcISM…
Chip stock crash? Or overdue healthy pullback? $NVDA $SMCI youtu.be/Vtmrqpzrpso
Working on a quantum computing investor guide over at youtube.com/@chipstockinve… In the meantime, here's another write-up we did on $MSFT, which just reported a breakthrough along with $HON's Quantinuum: fool.com/investing/2024…
AppLovin $APP has been on fire. Here's what it does, and why still on our watch list, in one minute: youtube.com/shorts/e75tjuf…
What happened to $ASML today? It wasn't really a surprise, for those listening to the ASML management team, rather than all the AI and EUV media narratives. youtu.be/sn-uIDxG-5Q
Getting ready for earnings season, and had to take a second look at Qualcomm $QCOM given its run so far this year. Still a value stock? youtu.be/vIytBb1cvXg
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Brian Withers @StocksWithBrian
18K Followers 190 Following Stock investor since 1998 | I tweet about investing, business, and stocks. Join 90,000+ subscribers:
Jason Hall @TheSmattering
7K Followers 555 Following Investor | Co-host @InvestingPod | Fool | I help people build wealth | Videos: https://t.co/6KPgRTlNLl | Newsletter: https://t.co/oEI1N6rTaH
FIRED Up Wealth @FIREDUpWealth
22K Followers 777 Following Millionaire Investor 💰 25 Years Experience MBA🔸Market Analyst🔸Founder @FiredUpWealth Created the Best @Discord Investing Community on Earth👇 60k @YouTube 👽
Jon Quast @TMFJaguar
3K Followers 540 Following Husband, dad, friend, Motley Fool contributor, YouTuber -- but identity is found in Jesus Christ. Self-proclaimed greatest NFL Jaguars fan of all-time.
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Simon Erickson @7Innovator
36K Followers 893 Following Founder & CEO @7investing. I share stock ideas for you to invest in your future. UT engineer & Rice MBA. Previously advisor @themotleyfool & VC @chevron
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Matthew Cochrane @TheMattCochrane
38K Followers 984 Following Investor | Writer | Detective | Sinner saved by grace I tweet about investing in the stock market.
Danny Vena @dannyvena
11K Followers 309 Following Ardent follower of Jesus of Nazareth. Husband and father. Faith doesn't make people better, merely forgiven. Journalist at https://t.co/wMlltjIf2a
Luosheng Peng @LuoshengPeng
61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
ProShopGuyMF (Mike Mc.. @ProShopGuyMF1
2K Followers 358 Following @themotleyfool behind the video scenes guy. Follow me at ProShopGuy on MF. I am a collector of companies, a curator of content and a connector.
Lou Whiteman @louwhiteman
4K Followers 1K Following Investor. Writer. Fool. Soccer on weekends. I may have positions in the stocks I discuss. Boring is better. https://t.co/sah4FRrknk #watfordfc
BahamaBen @BahamaBen9
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Travis Hoium @TravisHoium
4K Followers 738 Following I research stocks that can 10x in value over 10 years. Start for free with the Asymmetric Investing newsletter or find me on YouTube.
Drowsy Investor (Blue.. @drowsyinvestor
6K Followers 486 Following Sleepless investor | All things $AXON and other leaders | I cry at the end of Apollo 13, every time | Faces For Spaces with Drowsy and Bear
Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Heavy Moat Investment.. @stonkmetal
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Jeremy @rjhmtnview
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USBizG @USBizG
129 Followers 192 Following U.S. business guru. Middle Market Banker (15 years). Investor (30 years). #credit #structure #sizing #covenants #banking #stocks #investing #economics
Chrystal Tolomeo @ChrystalTo10125
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Boris Ecker @EckerBoris
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Altinvest @AltInvestBeta
87 Followers 450 Following
Constantine Kriezis @CKriezis
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Bsween @bpsween1
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Neopopulist @MalleyJon
110 Followers 597 Following Ex-leftist, Catholic, Boomer. For the Popular Front Against Wokeness!
Fernietaps29 @fernietaps30
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Owl's Beak 🦉 @BeakOwl
61 Followers 146 Following Documenting a post-Great Reset portfolio’s journey | Exclusively long
Peter Høgsted @phogst
175 Followers 49 Following
Slovakia_6 @6Slovakia66491
30 Followers 2K Following
Engin @enginbaglayici
250 Followers 1K Following ITU MSc - CE, AI Advocate, Software Engineer at @ASMLcompany | former @lightyear_cars, @AVL_List
Jomer Jimenez @jomersj
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Adeline Mehr @me_adeli
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sansanee_am @am_tan3119
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The Mook @iamthemook
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Guadalupe Strizich @GuadalupeS35042
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Joe Monforton @MindBodyOver50
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Angie Holtski @AHolts1994
55 Followers 69 Following
dan @dantells444
46K Followers 24K Following creator acquisition @ https://t.co/mSeBQUw92c ~ helping creators make more $$ online
Tracy Reader @trreader123
141 Followers 498 Following Brand Ambassador, #JustRun, #SprintTri, #Hockeyfan.
Jeff Hwun Yee Chen @jfchen1
105 Followers 737 Following Dad. Lifelong Angels fan. Go Niners! Mostly a Democrat. Ex-collegiate rower. Range rat.
Garrett @Garrett82218609
0 Followers 204 Following
Abdulmohsen Al Adab @MohsenAliKor
0 Followers 108 Following
Thejas CR @thejascr
106 Followers 725 Following Founder of an early stage Knowledge Startup, ex-Engineering Manager at Arista Networks
vinit @OptionsVins2222
67 Followers 165 Following
THINK TANK @THINKTA02620069
45 Followers 83 Following HOW TO IMPROVE THE FINANCIAL CONDITION OF 🇵🇰. Need recommendations from the incredible people of 🇵🇰
Steephayt @steephayt30724
52 Followers 2K Following
Sea Turtle @SeaTurtleCap1
112 Followers 378 Following Interested in credit and all things TMT | I know nothing | #SaveTheTurtles
aonghusom @aonghusom
51 Followers 504 Following
Daehee Kwon @PlanetWanderer3
10 Followers 46 Following An engineering doctor who want to enjoy this planet.
Zach Seidenberg @ZIS78
645 Followers 3K Following VP Client Relations, Broadcast Media Relations Pro, Media Consultant, Former Radio Reporter, Producer, Host, and News Director.
Johan Müller @Schooty3
3K Followers 5K Following I ❤ life, dark chocolate and steaks!!! Gott schütze uns bitte vor den Grünen. 💯% #Anticommunist #AntiGrünen #AntiPedo
Manuel Pablo Llosa @ManuelPablo80
52 Followers 143 Following
Scarlet Shadow @Scarlet80146928
29 Followers 2K Following ⚡Scarlet - 21 - Crazy Presale of crypto casino👇🫐
Tapan Shah @tapkrishna
223 Followers 3K Following Exploring what I love to do and want to be best at it. (2019) Focus (2024)
Lorelei Dain @lorel_da
18 Followers 3K Following
Ana Mastrelli @MastrelliA53010
24 Followers 2K Following 🍓Ana / 21 / Biggest crypto casino presale👇🔗
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Brian Withers @StocksWithBrian
18K Followers 190 Following Stock investor since 1998 | I tweet about investing, business, and stocks. Join 90,000+ subscribers:
Jason Hall @TheSmattering
7K Followers 555 Following Investor | Co-host @InvestingPod | Fool | I help people build wealth | Videos: https://t.co/6KPgRTlNLl | Newsletter: https://t.co/oEI1N6rTaH
FIRED Up Wealth @FIREDUpWealth
22K Followers 777 Following Millionaire Investor 💰 25 Years Experience MBA🔸Market Analyst🔸Founder @FiredUpWealth Created the Best @Discord Investing Community on Earth👇 60k @YouTube 👽
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Jon Quast @TMFJaguar
3K Followers 540 Following Husband, dad, friend, Motley Fool contributor, YouTuber -- but identity is found in Jesus Christ. Self-proclaimed greatest NFL Jaguars fan of all-time.
Jim Gillies @JimPGillies
8K Followers 1K Following Value investor. Cash flow nerd. Options 'guru'. Skier, cyclist, chef. @themotleyfool analyst/advisor. All views/opinions are my own. (They can be yours too.)
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Simon Erickson @7Innovator
36K Followers 893 Following Founder & CEO @7investing. I share stock ideas for you to invest in your future. UT engineer & Rice MBA. Previously advisor @themotleyfool & VC @chevron
David Gardner @DavidGFool
60K Followers 560 Following "So if you care to find me, look to the western sky...." Chief Rule Breaker @themotleyfool.
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Matthew Cochrane @TheMattCochrane
38K Followers 984 Following Investor | Writer | Detective | Sinner saved by grace I tweet about investing in the stock market.
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Danny Vena @dannyvena
11K Followers 309 Following Ardent follower of Jesus of Nazareth. Husband and father. Faith doesn't make people better, merely forgiven. Journalist at https://t.co/wMlltjIf2a
Luosheng Peng @LuoshengPeng
61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
ProShopGuyMF (Mike Mc.. @ProShopGuyMF1
2K Followers 358 Following @themotleyfool behind the video scenes guy. Follow me at ProShopGuy on MF. I am a collector of companies, a curator of content and a connector.
Lou Whiteman @louwhiteman
4K Followers 1K Following Investor. Writer. Fool. Soccer on weekends. I may have positions in the stocks I discuss. Boring is better. https://t.co/sah4FRrknk #watfordfc
BahamaBen @BahamaBen9
54K Followers 2K Following
Engin @enginbaglayici
250 Followers 1K Following ITU MSc - CE, AI Advocate, Software Engineer at @ASMLcompany | former @lightyear_cars, @AVL_List
Thejas CR @thejascr
106 Followers 725 Following Founder of an early stage Knowledge Startup, ex-Engineering Manager at Arista Networks
Fred K @frederic_kuhorn
13 Followers 16 Following
The circle is not rou.. @TendoBV
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WOLF @WOLF_Financial
308K Followers 420 Following Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO | 5000+ Hours of Spaces Hosted
Howard Klein @LithiumIonBull
15K Followers 276 Following Father of two boys. Analysis & financial commentary on materials powering the Energy Transition. Not Advice. DYOR. https://t.co/DFwE6uNOsX
Stock Card @stockcardhq
2K Followers 2K Following We bring digestible investment insights to stock market investors | Join 80K+ StockCardians ➜ https://t.co/yVCu0VpUJi
Santiago Restrepo @santiagorpo7
64 Followers 508 Following
Frank Santamaria @FMan14080
421 Followers 208 Following Doulos of Christ, Daddy of an awesome and sweet daughter and Hospice and Palliative Care Physician
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969 Followers 341 Following Long term growth investor. Graphs and data junkie. Posts about semiconductors, solar, and Midwest companies
James Lai @jamesequities
397 Followers 219 Following I buy fantastic companies & deal options. L2 CFA candidate.
Dede Eyesan @dede_eyesan
6K Followers 2K Following Founder of Jenga Investment Partners. Global equities investor. Exploring the world for the best investments. Not investment advice.
Dwayne Sparkes @sparkes_dwayne
5K Followers 312 Following Prospector. Passion for all things science and exploration. My thoughts are my own. DYOR. Nichols Point Minerals.
Anand Taralika @ataralika
22 Followers 229 Following Software Engineer exploring use of tech, data, machine learning in finance, healthcare, sustainable energy. Writing at https://t.co/pKMXVptnD3
Octavian Siiu @OctavianSiiu
221 Followers 638 Following Financial Freedom Pursuer | Passive Income | Investor | Stocks 📈| Index Funds | Real Estate | Husband & Father | Celindra Shareholder
Frank Makrides @FrankMakrides
1K Followers 890 Following Executive Leadership | Investing | Entrepreneurship
Kris Patel @KrisPatel99
12K Followers 493 Following Calling bullshit early, frequently and publicly. As kids we loved heroes, as adults we understand villains
ASML @ASMLcompany
32K Followers 422 Following Get the latest news about ASML, our holistic lithography products and our people changing the world, one nanometer at a time.
Paul McLellan @paulmclellan
926 Followers 728 Following Semiconductor, EDA, IP, lithography, embedded software, electronics, mobile. EDAgraffiti covers it all.
ZIRP phenomenon @LJackCM
201 Followers 776 Following
Bill Madden @maddenifico
118K Followers 58K Following Singer-songwriter/musician: Here for social/climate justice, fintwit and preventing a Trump dictatorship. Spotify https://t.co/sNSO5ATqRP Buy https://t.co/oLxzwnZc73
@[email protected] --lea.. @orta
21K Followers 2K Following @[email protected] - Not responding here. Working on @PuzzmoToday. Ex @TypeScript. Ex-@ArtsyOpenSource. Paranoid with @DangerSystems. Aphantasic. He/Him.
Zach Gage @helvetica
70K Followers 150 Following I make deep games that are easy to get into. https://t.co/zrAlGcYnwR — blog: https://t.co/8neOXSYY94 — discord: https://t.co/NnnRwsPPes
Puzzmo @puzzmotoday
2K Followers 52 Following The (new) place for thoughtful puzzles. Created by @helvetica and @orta
Shay Boloor @StockSavvyShay
48K Followers 294 Following Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice
Veritasium @veritasium
291K Followers 563 Following An element of truth - videos about science, education, and interesting things.
Jared Isaacman @rookisaacman
197K Followers 196 Following Keeping busy on and off the planet 🌎. Shift4, Inspiration4, Polaris Dawn, Ghost Squadron 👨🚀🚀🐉
Shift4 @Shift4
8K Followers 94 Following We’re changing the way the world experiences commerce. #BoldlyForward
Noel @mkt_quick_money
23 Followers 110 Following
Steve Wagner | Invest @SteveWagsInvest
36K Followers 497 Following Stocks & Funds | Long-Term Investing | Dividend & Growth Investor | CRE Advisor | Ex-NCAA Athlete | NFA
Stanitut @stanitut
412 Followers 5K Following Buysider; An entire winter of denominations snows down from the sky, hundreds of thousands, millions, but every flake, every thousand melts in your hand.
Software Stack Invest.. @StackInvesting
49K Followers 230 Following Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton.
The Quality Investor @FTLOVInvesting
87 Followers 40 Following Build Wealth. Buy Quality Businesses. Hold Forever. Love College Football.
Tim tam $CWIF 🎩 @timtamSOL
66K Followers 652 Following Just a cat wif a hat 🐱🧢. Previously the @Helium guy 🎈 and the @Boxabl guy 🏠. $cwif #catwifhat (posts are not financial advice)
VIP @V_I_P_89
202 Followers 663 Following
Phillip Groos @Phil_Groos
74 Followers 192 Following
Juan Pablo Marino @jpmarino79
16K Followers 3K Following 📰🎙️Periodista. Editor de economía y finanzas en @ambitocom | Mercados, negocios y #cryptos | Radio en #AMConVos | Lic. UBA | De O’Brien🧉
Greg Speicher @Greg_Speicher
7K Followers 1K Following Private Investor | Inc. 500. Winner | Wharton | Business and investing. Focused on beating the S&P 500. Not investment advice.
missunique67 @thorgood4
134 Followers 40 FollowingGet ready for $AMD coverage! Hint: The story isn't about AI. @nrossolillo
New ASML boss Fouquet must navigate US/China chip war reut.rs/3xStklF
You may not think of $V as a chip stock, but digital payments rely heavily on the semiconductor world. This has been a long time holding for @nrossolillo and I! Check out our new video youtu.be/N8W0Yek-IQQ
@nrossolillo had a great live Q&A on our @discord channel yesterday. Topics included $APH, $ASM, $CSCO, $SIMO, $ON, and so much more! One of the perks of Chip Stock Investor Semiconductor Insider Membership. Check it out here on our @kofi_button: ko-fi.com/chipstockinves…
@captdav34932391 @nrossolillo I have it on my list to look at in the next couple weeks. We haven't done a proper look, but it will happen ASAP. 💪🏻
Amazing that a chip bricked in 46-yr-old Voyager I, preventing it from sending data, and NASA figured out how to split up and reallocate its functions to other hardware, sending code 15 billion miles away (45 hours round trip!)--and Voyager's back online. blogs.nasa.gov/voyager/2024/0…
Interesting presentation by @nrossolillo on Cadence in terms of IP as well as EDA: youtu.be/tYS42UMYWew?si…
1 Top Chip Stock Goes on an AI Acquisition Hunt: Time to Buy? #Semiconductor $MCHP $TSM @nrossolillo finance.yahoo.com/news/1-top-chi…
@nrossolillo @KRossolillo Have you fine folks looked into transmedic tmdx. Looks interesting and a nice moat forming around their technology.
@nrossolillo I was anticipating this, held my shares regardless because I’d rather buy more at lower prices than have missed the run up because it was a little ahead of itself.
@nrossolillo Oo nice - my nighttime podcast settled for tonight. 🫰
@nrossolillo Thanks for the video. The new SiC order that AHER received, you had mentioned that you thought it was Vishay Intertechnology, but from the PR and the EC language, doesn't it sound more like Renesas?
Graphic showing semiconductor equipment types by market share, via @nrossolillo @KRossolillo $ASML $AMAT $LRCX $TEL $KLAC
@nrossolillo @TravisHoium @KRossolillo lol I went to the nearest mirror to see if I had a beard
@nrossolillo Great work. Have you done any work on Amkor AMKR?
@nrossolillo Great video and breakdown. I really appreciate both of your expertise in this space and the help navigating the intricacies of a complicated sector.
@_JoseNajarro @nrossolillo @KRossolillo The beard has given @nrossolillo superpowers.
Anyone who follows me should also be showing love to @nrossolillo and @KRossolillo, they are a crazy power couple here in the Semi Space.
New video out on the $AEHR Test Systems earnings call from yesterday. Is it a top EV buy-the-dip candidate? youtu.be/dnxbf4p49XA
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