THIS COULD BE HUGE! 1 Stock Holding A Key to AI Data Center Energy Demand - Top Stock For 2025?

[@saozzie]

You do not look angry Casey, just tranqual and peacelul. I love it!

[@haroldhollingsworthesq]

love you two, smile or not, you are both warm and easy to follow in this space, thank you!

[@NA-dx6ii]

Stupid audience would get their investing advice even from cute but brainless Tiktokers but the sensible ones would stick to genuine channels/people like you guys for actual commentary. Keep up the good work and research. Been following you guys since you had like 100 followers and its amazing to watch you guys grow :)

[@FatOldman3832]

You two are great and love the humor.

[@chipstockinvestor]

Thanks David!!

[@tcwhite74]

You guys are great !

[@hikeyt2747]

Casey, I LOVE YOU!!! You don't look angry!!! You're AMAZING!!!!

[@chipstockinvestor]

Thank you!!!

[@slimcat0072]

Casey is market literate, attractive, with dry humor to boot? Better watch your back Nick... 🤣 Kidding... Seriously you guys are great. Your well thought out, well articulated, market insights are pretty valuable. Who cares whether Casey smiles enough while you're delivering great information? Good content as always!

[@chipstockinvestor]

Haha, thank you!

[@bobbyw59]

Thanks!

[@chipstockinvestor]

Thank you! Glad you found this research of good use!

[@sirus312]

Pure Storage gang!! Where my OGs at?!?

[@MatthewBecker-wq2xp]

We're currently doing a project to replace all the old storage arrays in our datacenters with Pure Storage. They take up much less space, power, and have a great support model. I'll be so glad not to deal with mechanical drives anymore. I was debating to invest in them. Thanks for confirming their place in the market.

[@chipstockinvestor]

Awesome, thanks for the info Matthew!

[@quddusjetone3023]

You guys are the best.❤

[@petrobogachevych7122]

you guys are great. thanks for your coverage. I like it a lot. interesting and useful, easy to follow. what do you think about ACMR?

[@geolykos]

I bought it at $48 after your last video. Thanks!

[@royiz21]

Great video. How did you calculated the reverse dcf? And how would you recommend me to calculate a regular dcf for evaluation?

[@jtkdmd6266]

You both are awesome. Casey I love your serious , no-nonsense look; It's not angry, it is cool!!

[@chipstockinvestor]

😎

[@algoessolo8062]

Take your victory lap, you called it

[@espress5964]

favourite youtube channel at the moment keep it up

[@janeenyu-tang7299]

She is just being confident when she speaks.

[@michaellleverino]

She is LOCKED in!

[@chipstockinvestor]

😂

[@martingoslins4978]

I prefer “stern” to “angry “. But whatever the face, your content always makes me smile. Quick question: Does PSTG have much of a moat? Thanks.

[@chipstockinvestor]

Stern Kasey. I like it too. We do have some other vids on PSTG, you can check out! Search the videos on our channel!

[@aizhang2835]

You do you Casey! smile or not, hat or without. girl power! !

[@exentrikk]

Are ya kidding? Casey's the one cracking mad jokes all the time! Gotta love her for that

[@nancye9265]

Good info. Thank you.

[@sanesanyo]

What is the moat of Pure Storage? Why cannot hyperscalers build the same tech themselves?

[@shannonoliver7992]

Great call! This has been my best stock performance this year. The best reason to own it is the color scheme. Don't forget that. Great Analysis.

[@sirus312]

The glowing orange is legit.

[@erickassor6649]

Kasey's cool. Sorry bout the mosquitos. I don't understand why MU is so undervalued relative to their forward Revenues/EPS. Please address that dicotomy. Thanks. BTW, this is the first time I've seen ORCL joining the "Hyperscaler" club. I think you're right and that bodes well for ORCL. PS I'm in on Vertiv.

[@kaosperez213]

Awesome video!🤝

[@claire4974]

Do you have an opinion on some smaller semiconductor companies like Indie and Navitas? Thanks

[@jefferyf7359]

You like ACMR?

[@brookster7772]

I love your Channel and i Appreciate the face of seriousness! For Comedy I will check out Bill Burr... for the absolute best source of semiconductor investing I go to the Chip Stock Investors!!!! The only change i request is to talk more about ARM... once they get their chips in the Data Centers... am i wrong or is it GAME OVER for x86... Thanks guys have a great x-mas.

[@raythomas4687]

Please Please Please Continue to be yourself, You two are just great the way you are. The Information says it all.

[@chipstockinvestor]

Thank you!!

[@divalounger]

You don't have to smile a bunch. I care much more about the info. And you guys are great!

[@chipstockinvestor]

Thanks Diva!

[@Wth878]

Are you still holding Qcom as a top choice in your portfolio?

[@nick68231]

Haters gonna hate. You guys give amazing detailed analysis. Love your channel and regard you both highly when analyzing stocks. Smiling doesn't hurt anyone as a social lubricant but it ain't no prerequisite. Be your self! I work in customer service and I certainly ain't smiling all day! That would be exhausting...

[@chipstockinvestor]

Thank you Nick!

[@WaLeEd007]

Watch every video, don't really comment much but you guys are great! both content wise, vibe between you two and value in information provided!! :)

[@chipstockinvestor]

Thank you!!

[@tarundubey9437]

Love these videos, such deep analysis, I wished the companies themselves explained like this during their Earning call it would be so helpful. Thanks for the deep analysis and the smile looks amazing on Casey, so love it.

[@chipstockinvestor]

😉 Thank you!

[@petermeyer5268]

please,please stay like you are...

[@bryanmclaughlin1048]

You guys are great. Don't worry about the negative comments.

[@chipstockinvestor]

Thank you Bryan!

[@BCFC954]

I’ve been “asked are you angry?” by hundreds of people with my normal demeanor. As an “attractive” male. Never let the comments get to you. These presentations are invaluable & I love what you guys do! Thank you 🙏

[@awoman9750]

A target price point to get into this stock would be helpful, for those of us who don’t already own it.

[@maui_fred2281]

Just be yourself and your doing great !!

[@abidingdude222]

Dude eff all that noise. Don’t listen to the negative naysayers out there. You guys are great and provide great value. Thanks for both being awesome!

[@chipstockinvestor]

Thank you!

[@Rafael555888]

So, is this stock going 3x next year?

[@sirus312]

Who knows but you want to own it

[@Kulturjunky]

Would love an update on ACMR

[@jefferyf7359]

Same!! : ) Screaming buy??

[@Yann_Sagar]

❤ from Switzerland

[@mdo5121]

Casey you look serious and that is fine. I do not want a pin up with a smile giving me stock advice 😅.

[@rkenseth]

Vertive Holdings has been a nice stock in my portfolio. The growth rate of PSTG is a litle slow for me but it's a good company. I am new to this channel and I like the companies talked about by these two people. Are they twins or brother and sister by any chance? They look alike.

[@Spzsena]

Screw the person who called you angry. I love you.

[@shredman59]

P/E ratio 166, seems like $65 is realistic price. That's where it is now. Something to watch for an event or catalyst for a quick breakout. Or Maybe buy on the dips for the long term?

[@cocokraken7823]

The funny thing is your #1 pick going into 2024 was Qualcomm (QCOM) and most of your chip stocks are down this year, esp Aehr Test Systems (AEHR) -57%!! Fortunately, one of the stocks mentioned here was Crocs (CROX) and it’s up +22% so ironically, it’s one of the better performing stocks of those you’ve discussed this year. Do you have an average total return in % terms from the semi stocks you discuss here? You’re good with numbers, I’m sure you track your returns vs. the market. Based on oft mentioned stocks like ON Semi (ON) I’m going to guess overall the semis you discuss haven’t come close to the S&P 500 return of 28.5%. Would be good to know. I enjoy your content. Go Crocs! 😂

[@chipstockinvestor]

Thanks a ton for sticking with us! We appreciate you!!

[@WhiteMochato]

Question : why youtuber make calls after the wave ? i don't want to be shorted...

[@chipstockinvestor]

We made this call last year, and doubled down in January 2024...

[@darrenhere5856]

I don't get it. You guys don't like MU, but wouldn't this migration to NAND storage be an impetus for a nice upcycle for MU ? Add in HBM and edge AI computing requirements and i don't see how there cannot be a growth cycle for MU ?

[@chipstockinvestor]

We have nothing against Micron, it simply just doesn't fit what we need in OUR portfolio at this time. We did a deep dive on the different business models this past summer though, you might find this helpful: kzbin.info/www/bejne/i6e8m6ivhpmtjJosi=pHVRaS0WDaHjA5Ir

[@Paolo1964]

Great video.

[@Dan-gw3cu]

Navitas?

[@adventurelens001]

Just imagine how terrible that person is in real life. Ignore them. Thanks for always providing great value!

[@chipstockinvestor]

Thank you!

[@Xyz19781i]

no guys keep it as is....its brilliant

[@markjensen6321]

Glad to see influencers.That don't look phony

[@mshparber]

Thanks for the excellent content!!!

[@positvechao]

Just keep being you casey!

[@chipstockinvestor]

Thank you!

[@fedcba810]

Hello from Thailand 🇹🇭 💕 Thai food

[@chipstockinvestor]

Hello! Those ingredients made us so hungry for Thai food! The best!

[@BogdanTaflan]

aaa coool one! tenx!

[@barrycassaday6316]

Angry is not the right word. Maybe "severe". Like a surgeon trying to convey something very important. I must admit the hair down changes the effect. That said I'm here for the knowledge you both provide. Thank you!🙂👍

[@RamonVelazquez-w5f]

You are very pretty and have a gorgeous smile. And Kasey is alright too 😅

[@chipstockinvestor]

😂

[@intercomposed1308]

Some frames from the intro will made good thumbnails

[@SteveOfTheMountains]

Ticker symbol?

[@bradmorris7115]

I’m sorry that person made you self conscious. I know what that feels like. Many years ago a student told me I have a huge head. Before that I never thought about the size of my head. Since then it pops up in my mind all the time.

[@chipstockinvestor]

We just have to laugh about it Brad!

[@luckx6692]

They can go somewhere else for smiles and not semi investment.

[@joseantoniovr606]

sounds good

[@arts2046]

Kasey looks beautiful and radiant with a pair of eyes full of wisdom

[@huachialiu]

I think you are beautiful Casey, with or without a smile. Smile for pleasing others is the last thing you guys need to do.

[@bethhynes787]

Don’t pay any attention to comments about your countenance…. You are appropriate with your expression!

[@chipstockinvestor]

Thanks Beth!

[@marioss9321]

purely comparing faces, she's definitely the boss.

[@kvapower3925]

We watch to get perspective not pretty faces. They are lot of those on national channels!

[@dorenejole]

As a realtor in my opinion, a housing market crash is imminent due to the high number of individuals who purchased homes above the asking price despite the low interest rates. These buyers find themselves in precarious situations as housing prices decline, leaving them without any equity. If they become unable to afford their homes, foreclosure becomes a likely outcome. Even attempting to sell would not yield any profits. This scenario is expected to impact a significant number of people, particularly in light of the anticipated surge in layoffs and the rapid increase in the cost of living

[@kevinlc639]

The hyperscaler could also be Meta...

[@dstar4212]

Yeah I thought Meta was top 4 rather than oracle

[@chipstockinvestor]

It's confusing, but Meta isn't considered a hyperscaler, because most of its data center compute is for internal use. Hyperscaler refers to a public cloud service, which is Amazon AWS, Microsoft Azure, Google Cloud, and Oracle Cloud. Meta is often referred to as a "consumer internet company," or something similar.

[@kevinlc639]

​​@@chipstockinvestor I can only agree with your explanation... I often see confusion with meta mentioned as an hyperscaler, even from analysts commenting pure storage's last earning call. It's true that the 4 cloud computing giants are AWS, Azure, GCP, and Oracle.

[@Tucsonjude]

F the haters Casey. Don't go changing anything based on a comment from a caveman. You are perfect and this goes without saying. If you were a man it would never have been said. You are both wonderful and do great work! Thank you.

[@chipstockinvestor]

Thanks so much for the kind words!!!🤗

[@Ourchannel2341]

Thanks for the great explanation. Can you explain the moat that protects Pure Storage? Specifically, why would the hyperscalers not build their own solution over time? I understand the enterprise market (kzbin.info/www/bejne/iKqtiISGpJyMiMU in the video), and the cost advantages of solid state storage. But for some hyperscalers I would expect storage management to be fundamental and in their sights to build over time. (I’m about 5% PSTG, considering expanding).

[@zebbie09]

Kasey reminds me of Bones….Emily Dechanel

[@Luhanhtv25]

🌲🪴🫰🫰🫰❤️♥️💥💥♥️♥️♥️♥️🎉🎉

[@bossballheaddawg2588]

You 2 are so emotional always addressing the crowd. Just ignore them

[@chipstockinvestor]

We do, we're inserting some sarcasm. We'll be ok! Thanks for watching!

[@johnhoffmann1565]

Casey, you are beautiful and talented, appreciate you!

[@chipstockinvestor]

Thank you John!

[@annasillanpaa1111]

OMG - people interested in investing don't care about smiling but substance. Those wanting smiling can watch the nonsense hype podcasters.

[@hilmarnehus6257]

👍

[@amysmereck5912]

I wouldn't call it an angry face, it's more of a serious and trustworthy face. You don't have to smile for me! I actually don't like faked smiles.

[@chipstockinvestor]

Thanks Amy!

[@muratshogenov9563]

Kasey stop smiling it is a bad habit 😂

[@chipstockinvestor]

😉

[@sirus312]

Top 4 hyperscalers, meta isn’t top 4?

[@chipstockinvestor]

No, Meta uses its data centers mostly for internal work. "Hyperscaler" is a reference to the public cloud providers, and thus Meta (and Google, vs Google Cloud which is a hyperscaler) are both referred to as "consumer internet companies." We know, it can be confusing keeping it straight.

[@sirus312]

@@chipstockinvestor thank you for the clarification. I stand by what I said, the best channel for Semi/AI etc companies. You are able to easily break down/make analogies and close to ZERO clickbait

[@teashapal]

Casey is beautiful, but It’s the short hair style. It ages women and makes them look unhappy.

[@Jonnyrockin71]

I am confused. You’re both Capitalists? You look like what the democrat party would look like if in human form. Great content though…I like RBF.

[@citizenm9590]

When you smile your lips disappear and I think with fillers you will look nice