The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Cloud AI: The Best Stocks for Long Term Prospects

I want to break it down kind of by sub industries. So let's start with cloud AI. Who do you think has the or which companies offer the best long term prospects in this sub industry? I have a trio of them though that make up my top pick here in data center and AI AMD, again, household name in years past but they've really passed up Intel technologically in recent years. And then a third one that almost no one is heard of, Marvell technology group. They're actually a key company when a company is trying to design high performance computing for the data center.

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