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TIP517: Mohnish Pabrai's Dhandho Investment Framework
We Study Billionaires - The Investor’s Podcast Network
Micron Is a Micron in the Semiconductor Industry
The semiconductor industry is very capital intensive and Micron alone spent $11 billion on capital expenditures in fiscal year 2022. The physical limitations of Moore's Law are beginning to become reached, meaning that the primary driver of innovation within the semiconductor industry will be coming to a halt. I do like this pick from the perspective that you don't have to bet on a specific AI company or a specific electric vehicle manufacturer. Owning micron allows you to be long human innovation and be long continued development of various technologies and benefit wherever the world moves towards.
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