Brian Colello chats about #Nvidia stock.
As AI and the semiconductor industry remain in the spotlight and continue to capture investor interest, this episode takes a deep dive into the dominant companies and the competitive landscape. Show Notes: 01:40 Importance of earnings calls 03:18 The different business models across the semiconductor industry 06:29 Profit of business models 09:43 Semiconductor company wide moat ratings 16:25 Semiconductor company valuations 19:22 Cheap names in the power semiconductor space 20:21 Long-term trends in semis 21:10 Nvidia’s biggest competiton 25:00 Potential headwinds 26:30 Is there an AI bubble? 27:55 Automotive market 29:40 Emerging technologies to watch 33:15 Semiconductor industry outlook 32:25 Themes outside of semiconductors 36:43 Trend or fad
