This chapter explores Lamb Research's pivotal role in the semiconductor industry, focusing on the impact of generative AI on storage solutions. It also addresses market volatility, geopolitical issues, and evolving investment strategies related to the company.
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.
And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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