NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

In this episode, we delve into the semiconductor and AI industries with Doug O'Laughlin, a renowned expert and the mastermind behind the Fabricated Knowledge newsletter. He shares his profound insights with Non-Consensus Investing host Ram Ahluwalia, providing a unique perspective on the industry. The discussions cover the challenges and opportunities in the semiconductor space post-Moore's Law, the strategic investment approaches towards picks and shovels plays, and the anticipated trends within the PC and automotive sectors. They also explore the semiconductor super cycle, the significance of High Bandwidth Memory for AI and data centers, and the roles of key players such as Micron, SK Hynix, and Samsung. The conversations broaden to cover investment strategies, the importance of diversification, and the emerging technologies that could reshape the future tech landscape, including small modular reactors and EDA software, framing a comprehensive view of the evolving semiconductor market and its broader implications.