Episode Details
| Title | Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.395] |
|---|---|
| Date | 11/5/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $SEMI - The semiconductor market is expected to outgrow the software market by the end of the decade, with increasing demand for both advanced and less advanced chips across various industries.
- “I think the semiconductor market will exceed the software market by the end of the decade” - Andrew (1:20:04)
- “The more advanced chips we need, the more less advanced chips we need to be in the systems around them.” - Chris (1:21:30)
- 🟢 $NVDA - 🔒
- 🟢 $EDGEAI - 🔒
- 🟢 $SEMIIP - 🔒
- 🟢 $ADI - 🔒
Bearish:
- 🔻 $AIMODEL - 🔒