Chip Stock Investor (Nick & Kasey Rossolillo)
Nicholas Rossolillo (CFP, founder of RIA Concinnus Financial, investing since 2005, managing client money since 2012) with co-host Kasey Rossolillo; runs the Chip Stock Investor YouTube channel + research service.
Semiconductor-specialist creator duo with a large YouTube/podcast following who run a transparent, members-facing model portfolio focused entirely on chips, compute, networking, and AI-datacenter infrastructure. The principals are a real registered investment advisor, so the public commentary maps to an actual managed book rather than a paper portfolio — distinguishing them from anonymous FinTwit callers.
- Not a fund — A research, media or advisory business with no managed book to score.
- No public record — No published return series — performance cannot be verified in either direction.
- Self-reported — Headline returns are manager- or firm-reported and unaudited.
Top holdings
core long (unchanged) — Held as the core AI-datacenter / custom-silicon (XPU) and networking name; position explicitly described as unchanged in
long — Long-term hold; in 2026 they signaled "time to take a little nibble again" for decade-plus holders.
long — Held as the "value" optical/AI-networking play; framed alongside Lumentum (the "momentum" play).
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Our take
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