2 EV Startup Stocks to Sell (NVTS & INDI), and 2 Big Semiconductor AI Stocks to Buy (MCHP & AMZN)?

Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
There have been a lot of EV shenanigans lately. The VinFast IPO and Wolfspeed debacle are proof of that.
Will indie Semiconductor and Navitas add to investor grief? Chip Stock Investor looks at the financials and 10-K annual reports to bring some of the risks in investing in these two hot small-cap stocks to your attention.
Microchip is a microcontroller leader that had another stellar quarter. What is this company doing to stay ahead of the pack in this space? And will there be room for growth in the coming years? Shares look cheap, but are they a buy now?
Amazon earnings were fantastic, but not because of AWS. E-commerce services started pulling their weight. Will the cloud pioneer return to its previous story? And is Amazon stock a buy now? Nick and Kasey discuss what they’re adding to their portfolio, and what they aren’t, in this edition of Chip Stock Investor.
Make sure you check out our Semiconductor Manufacturing Equipment Index. Sign up here: 👉👉👉👉Google Form link forms.gle/u1HLCtcwAXitt45y9
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Find this episode and more on Spotify Podcasts: open.spotify.com/show/4QSHBYl...
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Chapters:
0:00 EV Shenanigans (VinFast, Wolfspeed)
02:31 indie Semiconductor
12:58 Navitas Semiconductor
16:48 Microchip
26:47 Amazon AWS, and the E-Commerce Rebound
#indiesemiconductor #navitas #wolfspeed #microchip #amazonaws #amazon #evs #electricvehicle #siliconcarbide #gallium #microcontrollers #semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Nicholas and Kasey Rossolillo owns shares of Microchip & Amazon.

[@jameslong7365]

This is so educational! Thabks guys!

[@jamessvetlovics4948]

I just started buying Indie, on their last call they said one program was pushed out which is why the stock sold off (Ithought anyways) and why I bought, but they should have accelerating revenue in 4Q when this program kicks off. I'm give them to 4q to prove what they claim. Thanks for your video something to keep in mind.

[@chipstockinvestor]

Thanks James, rooting for this to go well in Q4!

[@rahulchahal3824]

Great info

[@user-vf6nl3wf9w]

You guys are doing good . Great info

[@chipstockinvestor]

Thank you!

[@keeslubben5478]

Thnk u kasey and nick 😊 microchip stays in my stock 😅 needed info about microchip tnks 😅 stays in red need green numbers 😂 amazone i got also 😅 goes pretty good 😊 with New info now , i know what to do tnks 😊 Can not waith for nex clip ❤ keep up they good work 😊

[@beeej4681]

Great content!! Thank you

[@chipstockinvestor]

Glad you liked it!

[@alexng4]

Both Indi and NVTS is on my watch list and waiting for major pullback in stock market before i start nibbling. Yes, I understand its high risk/ high reward games for these 2 stocks. Thanks for clarifying NVTS business with their phone chargers and giving it some context that it was low margin. I actually didnt seem impress with their Earnings call because they seem to mostly talk about about their phone charger business which I thought was a commodity product. Your video pretty much validates that point.

[@chipstockinvestor]

All the best Alex, these are two wild small caps!

[@vaggo9611]

your channel grows fast guys (you are doing something right 😉)

[@chipstockinvestor]

Thanks vaggo!

[@riffsoffov9291]

Thanks for the video. I think NVE Corp looks interesting - spintronics, made-in-America, more cash than total liabilities, $1 a quarter dividend since 2015. They might be getting revenue growth because they were a reliable supplier when the industry had problems, but I'm not sure if recent growth will continue (or if it's similar to Microchip).

[@chipstockinvestor]

That is another interesting one. It's unique, not like MCHP. Worth watching, but bear in mind its new tech that is not well distributed, at least not yet. Thanks Riffs!

[@chipstockinvestor]

BTW, this one did pop up on our radar and is in queue to be covered once we're through the bulk of big earnings coverage.

[@SwaringeUkluk]

Thanks, for this interesting overview. Is the onon (shoe company) video still coming? Casey mentioned how much she likes the shoe which I couldnt agree more with :D

[@chipstockinvestor]

We may do a write-up on On Running!

[@SwaringeUkluk]

@@chipstockinvestor Might be fun for people who love the shoe, though I can certainly understand that it might not make for the best content on a chip focused channel and I think you also mentioned that you weren't interested in on shoe the security, right?

[@matthewgardner1473]

I'm curious on how you're getting to some of your info on $indi. So, you've been saying that they are getting their revenues through acquisition vs. Organic. I've gone through their reports and I'm not seeing that breakdown. So, what information are you getting that makes you think that? Thank you.

[@chipstockinvestor]

Hey Matthew, they unfortunately don't provide the split between organic vs acquired growth, but it is implied. See the slide of all the acquisitions the last two years and bear in mind indie was reporting "only" 74% YoY growth in Q4 2022, a deceleration from earlier in 2022, before the Geo acquisition. With growth now re-accelerating to over 100%, we can imply the difference is an approximate from the latest acquisition of Geo and the new program start with Toyota/Lexus.

[@MattGardner-logos]

@@chipstockinvestor Chipstock, I think your numbers are off. The original guidance for INDI 2023 was $204M. Investors were forecasting $240M with the GEO aquisition, showing that the aqusitions was addititve. However, due to 2 contacts that were delayed, which they spoke about on the earnings call two weeks ago, that shifted the forecast to now $227M = Q1 $40M. Q2 $52M. Q3 $60M. Q4 $75M.

[@MattGardner-logos]

Also, INDI did say that GEO would add $40M in 2023. Just FYI.

[@MattGardner-logos]

@@chipstockinvestor Chipstock, I think your numbers are off. The original guidance for INDI 2023 was $204M. Investors were forecasting $240M with the GEO aquisition, showing that the aqusitions was addititve. However, due to 2 contacts that were delayed, which they spoke about on the earnings call two weeks ago, that shifted the forecast to now $227M = Q1 $40M. Q2 $52M. Q3 $60M. Q4 $75M.

[@missunique65]

sync up your audio- casey turn yours down

[@businesswithredbeard5567]

Actually... I think Nick's audio needs an increase.

[@Daves_Gone_Wild]

New to your channel, please do a video on aehr... Is it worth the risk or stay away

[@chipstockinvestor]

We have lots of videos on AEHR, check the video timeline

[@Christhecarpenter345]

Is it just me or is Casey sporting a sexy glow...looking great girl!

[@chipstockinvestor]

Haha, thanks Chris! Can't wait for that summer sun!