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

Millennial Investing - The Investor’s Podcast Network

The Best Value Companies for a Long-Term Investor

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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.

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