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There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU) and why Mule loves Discord.
You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below:
- [0:00] What got Mosfet Mule into Semiconductors?
- [4:00] Moore’s Law is Dead
- [8:00] Mosfet Mule’s Alpha
- [10:00] Discord
- [15:30] Heterogeneous Compute
- [22:00] CPU, GPU, FPGA, ASIC for AI?
- [27:30] NVIDIA and ARM
- [31:00] Google’s TPU
- [37:00] AI and First Move Advantage
- [39:00] INTEL ($INTC) a Value Trap?
- [48:00] Lam Research ($LRCX)
- [57:30] Common Questions about Semiconductors.
- [1:04:20] Where to find semiconductor ideas?
- [1:06:00] The CDT Hike
- [1:08:00] More about Mule
- [1:10:00] Closing Questions
We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance.
If you liked this podcast and want to learn more about Mule, check out the following links:
