Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio

Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours. 

In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including:

• The best performing stock in the US this year
• Sam Altman’s $7 trillion plan to reshape the industry 
• Ren’s favourite investment idea in the industry

And that’s just the start of this episode. We also:

• Launch a new segment: Pimp my Portfolio
• Bring back an old favourite: Book Club

Links mentioned:

• 2024 Community Survey
• Podcast episode with Keiran Moore on Nvidia
• Explainer on Sam Altman’s $7 trillion plan 
• Facebook Discussion Group

Want to ask a question or join us on the podcast, hit us up via our website. 

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Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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