Episode Details
| Title | Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396] |
|---|---|
| Date | 11/5/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $SEMI - The semiconductor industry is expected to outpace the software market by the end of the decade, driven by increased demand for both advanced and less advanced chips across various sectors, particularly in AI-intensive applications.
- “I think the semi neutral market will exceed the software market by the end of the decade” - Andrew (1:20:03)
- “The more advanced ships we need, the more less advanced chips we need to be in the systems around them.” - Chris (1:21:29)
- “And so a new car will have more lower tech chips than an old car will, in addition to having a couple of higher end chips. And I think that's an interesting dynamic for the entire industry because it means even if you're not NVIDIA, if you're an analog devices, which produces a lot of the sensors, for example, AI is a really interesting transformation for you too” - Chris (1:21:29)
- 🟢 $TSM - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $EDGEAI - 🔒
- 🟢 $ADI - 🔒
Bearish:
- 🔻 $AIMODEL - 🔒