👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider - upgrade your experience today! Join at TH-cam: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin Join on Ko-Fi: ko-fi.com/chipstockinvestor/tiers🔥🔥🔥
I'm glad I watched this again. I've learned more the second time around. Thanks for mentioning it again. I love the EDA component of this wonderful business.
@@chipstockinvestor, I may get a decent position in a proper EDA company. I nibbled on Synopsys and CDS, but the valuations were painful. I couldn't justify a larger position. The melt-up was something else.
Hi both. I'd be interested to know whether you plan to cover Tower Semiconductor (TSEM) and Teledyne Technologies (TDY) in more depth soon. I'm a long-term investor who is very impressed by these companies' balance sheets (particularly TSEM's 38.5% operating margin in 2023)! Love your videos, thanks a bunch :)
Tks guys.. just came accross yr channel. Great content in this niche tech area. Not sure if u hv an episode on semicon/chips ETFs comparison n market leaders/fav. Best wishes..
@@chipstockinvestor Wow... so much info packed into this video. Honestly I watch this 3 times to understand....as I m not fr tech side... Appreciate yr solid output. Best wishes guys...
I'm enjoying the content! I'm quite intrigued by the solar market myself. SunPower, in particular, seems promising. If it could return to its previous high, the potential for a 1000% return is certainly captivating. What are your thoughts on its future prospects?
Could you make a video about Cerebras and talk about what you think about them. The company is not publicly listed by very recently unveiled a huge AI chip with mind boggling specs. It would be interesting to hear your thoughts on wether or not this company could become a serious competitor to Nvidia and AMD in the future. Obviously the big chip size has various implications, advantages and disadvantages.
We've been doing some digging. Hard to analyze a company that is privately held. For now, they probably want a bit of mystery around what they're working on.
@@chipstockinvestor Is there are logical reasoning behind why Nvidia and AMD aren't making chips nearly as big as Cerebras at least for data center applications?
@@chipstockinvestorit would be cool if you did a video on private companies that look interesting (but add a disclaimer about buying IPOs). There’s a lot of neat startups out there like Tenstorrent and SiFive or even under the radar ones like Condor computing and Rivos. It would be more of a fun video since there’s not too much info on private companies
👉👉Want more Chip Stock Investor? Our membership delivers exclusive perks! Join our Discord community, get downloadable show notes, custom emojis, and more. Become a true insider - upgrade your experience today!
Join at TH-cam: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin
Join on Ko-Fi: ko-fi.com/chipstockinvestor/tiers🔥🔥🔥
I'm glad I watched this again. I've learned more the second time around. Thanks for mentioning it again. I love the EDA component of this wonderful business.
Really interesting things afoot in the EDA world!
@@chipstockinvestor, I may get a decent position in a proper EDA company. I nibbled on Synopsys and CDS, but the valuations were painful. I couldn't justify a larger position. The melt-up was something else.
Thank you for covering Renesas and Tokyo Electron 👍🏽 your videos keep getting better and better :)
What will be the impact of the proposed chip packaging plant in India in collaboration with CG Power and Star Microelectronics ?
Renesas and Tokyo Electronics you covered are OTC buy only right? in the US
Yes that is correct
Hi both. I'd be interested to know whether you plan to cover Tower Semiconductor (TSEM) and Teledyne Technologies (TDY) in more depth soon. I'm a long-term investor who is very impressed by these companies' balance sheets (particularly TSEM's 38.5% operating margin in 2023)! Love your videos, thanks a bunch :)
Began to audiobook Chip War by Chris Miller. It is so fascinating. Thank you 🙏 for recommending this book and other books.
It's a really good one Alex, enjoy!
Have you guys looked at Jabil (JBL) at any point? Any chance you will if you haven't? Great channel! Really like the cohesive and calm format.
We have, but haven't done a video on the company. Not sure when we'd be able to get to it. Thank you for watching!
This video is inspired -- you guys are geniuses!
You are too kind Barb! It's Kasey that's the genius!
@@chipstockinvestor It's BOTH of you!!! 🤩
Thank you Barb! You're very kind. I'm just the organizer of data, Nick does all the heavy thinking. - Kasey
Price target please?
They need to diversify outside of earthquake prone areas
Tks guys.. just came accross yr channel. Great content in this niche tech area. Not sure if u hv an episode on semicon/chips ETFs comparison n market leaders/fav. Best wishes..
Hi Robert, welcome! Perhaps we can point you towards this video first? th-cam.com/video/DGRk-lYlnjU/w-d-xo.html
@@chipstockinvestor Wow... so much info packed into this video. Honestly I watch this 3 times to understand....as I m not fr tech side... Appreciate yr solid output. Best wishes guys...
Thanks you!💯
Thanks for the insight, very interesting
Thanks Geordie!
Thanks for the merch store.
I plan to get a tee!
Definitely want to get a tee 🙂
I'm enjoying the content! I'm quite intrigued by the solar market myself. SunPower, in particular, seems promising. If it could return to its previous high, the potential for a 1000% return is certainly captivating. What are your thoughts on its future prospects?
Tokyo Electron and Renesas interesting stocks but i am not able to buy on the Japan market
Sorry @gianpaolooliva hopefully you enjoyed learning about them. Still relevant information to the other companies in that same market
If you would like to invest in Japanese equities you could always open an Interactive Brokers account.
Could you make a video about Cerebras and talk about what you think about them. The company is not publicly listed by very recently unveiled a huge AI chip with mind boggling specs. It would be interesting to hear your thoughts on wether or not this company could become a serious competitor to Nvidia and AMD in the future. Obviously the big chip size has various implications, advantages and disadvantages.
We've been doing some digging. Hard to analyze a company that is privately held. For now, they probably want a bit of mystery around what they're working on.
@@chipstockinvestor Is there are logical reasoning behind why Nvidia and AMD aren't making chips nearly as big as Cerebras at least for data center applications?
@@valueinvestor8555 yes there is. We could perhaps address this question
@@chipstockinvestor thanks
@@chipstockinvestorit would be cool if you did a video on private companies that look interesting (but add a disclaimer about buying IPOs). There’s a lot of neat startups out there like Tenstorrent and SiFive or even under the radar ones like Condor computing and Rivos. It would be more of a fun video since there’s not too much info on private companies
Only Chanel takling about conpanies:)
L u:)
you missed smci !!!! The hottest stock in years beside Nvidia. Bad luck
The content just keeps getting better! So excited for the next episode, let's deep dive!!! 🙂. Well done!!!
Thanks Shannon! If nothing else, next week will be really interesting to learn about the future of accelerated computing!