Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership

Chip Stock Investors Nick and Kasey revamped their high-risk potentially high-reward small bets stock portfolio during the market turmoil the first half of 2025. This video reviews the first batch of those companies.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

********************************************************

Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
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.

Timestamps:

(00:00)Semiconductor Industry Flow Chart

(00:51) Market Trends and Recovery

(03:59) Portfolio Changes and Small Cap Bets

(04:26) Auto and Industrial Power Investments

(08:18) Fab Equipment Providers

(11:42) Fabless Chip Design Investments

(14:08) Conclusion

#smallcapstocks #semiconductorstocks #onsemi #wolfspeed #microchip #appliedmaterials #monolithicpowersystems #ouster #enovix #quantumscape #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Nick and Kasey own shares of the companies as discussed in the video.

Episode 319: Small Investment Bets Mid-Year Review 2025

Chip Stock Investor Podcast