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

00:00

The Best Value Companies for a Long-Term Investor

Texas Instruments, Qualcomm and AMD are some of the companies we talked about today. They're all in different industries where they can capture more market share. I think there's a really compelling argument to be made that AMD continues to gobble up market share at Intel's expense in the next decade. But again, I think we're at this particular point where even if the price feels uncomfortable, it really is important to remember the valuation because semiconductor businesses have such far-sided vision.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app