Intro

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.