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.
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).
Sign in to see the full holdings book, 13F filings and sources.
Our take
Upgrade to Pro to see the full QAI analyst take on this fund.