1 hr 13 min

All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51‪)‬ Value Hive Podcast

    • Investing

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


---

Support this podcast: https://anchor.fm/valuehive/support

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


---

Support this podcast: https://anchor.fm/valuehive/support

1 hr 13 min