The Intrinsic Value Podcast - The Investor’s Podcast Network

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

Apr 11, 2023
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1
Introduction
00:00 • 2min
2
How I Invested in the Semiconductor Industry
02:14 • 5min
3
The Future of Chips
07:25 • 5min
4
The Future of Data Centers
12:28 • 3min
5
How to Invest With Betterment
15:24 • 3min
6
Cloud AI: The Best Stocks for Long Term Prospects
18:37 • 3min
7
Nvidia's Competitive Advantage
21:17 • 6min
8
NVIDIA's Current Valuation
27:16 • 1min
9
Qualcomm: The Best Place to Start
28:27 • 5min
10
The Importance of Capital Intensity in a Business
33:02 • 2min
11
How to Invest With Betterment
34:48 • 3min
12
TSMC's Future Prospects
37:51 • 4min
13
The Future of Semiconductors
41:21 • 4min
14
The Best Value Companies for a Long-Term Investor
45:01 • 5min
15
How to Be a Successful Chip Stock Investor
49:56 • 2min