Nvidia's Competitive Advantage

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Intel's problems really go back. Intel completely missed the vote on mobile computing technology, logic chips, digital logic chips. They completely missed the smartphone market. Nvidia has been working on these things now for decades. And they're way, way far ahead, both AMD, AMD has GPUs, and they're also far ahead Intel technologically on theseGPUs. For Nvidia, I think at this point, it's pretty strong. It might be dedicated to a business or maybe a specific segment within that business.

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future.

Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

04:04 - An overview of the semiconductor industry.

07:47 - What are the different types of chips?

11:57 - Which industries are expected to drive the most growth in demand for chips in the future?

20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space.

30:44 - Why is Qualcomm the leader in chips for mobility?

33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments.

44:06 - The near term headwinds the chip industry could face.

45:46 - Which companies are expected to best capture the growth in market share for the automotive industry?

48:06 - Which chip companies Nick believes are undervalued at today’s price?

49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Check out: Concinnus Financial.
Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video.

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