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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
[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:
Mule's Substack Newsletter
Support this podcast: https://anchor.fm/valuehive/support