All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU) and why Mule loves Discord. You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below: [0:00] What got Mosfet Mule into Semiconductors? [4:00] Moore’s Law is Dead [8:00] Mosfet Mule’s Alpha [10:00] Discord [15:30] Heterogeneous Compute [22:00] CPU, GPU, FPGA, ASIC for AI? [27:30] NVIDIA and ARM [31:00] Google’s TPU [37:00] AI and First Move Advantage [39:00] INTEL ($INTC) a Value Trap? [48:00] Lam Research ($LRCX) [57:30] Common Questions about Semiconductors. [1:04:20] Where to find semiconductor ideas? [1:06:00] The CDT Hike [1:08:00] More about Mule [1:10:00] Closing Questions We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance. If you liked this podcast and want to learn more about Mule, check out the following links: @FoolAllTheTime Twitter Mule's Substack Newsletter