AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
10min chapter
55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More
Investing Unscripted
The Cyclical Nature of the Semiconductor Industry
The hosts discuss the cyclical nature of the semiconductor industry and the impact of increasing chip demand. They explore the bullwhip effect and supply chain disruptions that have challenged previous beliefs about the industry becoming less cyclical. The chapter also highlights the electronic design automation (EDA) sector as a potential area with structural advantages and examines different segments of the chip industry.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode