All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)

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There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU) and why Mule loves Discord. 

You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below: 

• [0:00] What got Mosfet Mule into Semiconductors?
• [4:00] Moore’s Law is Dead
• [8:00] Mosfet Mule’s Alpha
• [10:00] Discord
• [15:30] Heterogeneous Compute
• [22:00] CPU, GPU, FPGA, ASIC for AI?
• [27:30] NVIDIA and ARM
• [31:00] Google’s TPU
• [37:00] AI and First Move Advantage 
• [39:00] INTEL ($INTC) a Value Trap?
• [48:00] Lam Research ($LRCX) 
• [57:30] Common Questions about Semiconductors.
• [1:04:20] Where to find semiconductor ideas?
• [1:06:00] The CDT Hike
• [1:08:00] More about Mule
• [1:10:00] Closing Questions

We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance. 

If you liked this podcast and want to learn more about Mule, check out the following links: 

• @FoolAllTheTime Twitter
• Mule's Substack Newsletter