Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead.
—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
