The Circuit Episode 99: Semis Outlook for 2025 - Bullishness Remains
12 snips
Jan 5, 2025 The hosts dive into bold predictions for 2025, spotlighting market trends and the burgeoning role of AI. They examine the semiconductor landscape, expressing optimism for companies like NVIDIA while questioning AMD's trajectory. Excitement builds around augmented reality innovations and the evolving consumer electronics market. Additionally, spending in aerospace and military sectors reveals new opportunities. A tantalizing discussion emerges on the potential for Apple's foldable smartphone, weighing challenges against consumer anticipation.
AI Snips
Chapters
Transcript
Episode notes
New Year Stock Performance
- Semiconductor stocks often perform well at the start of the year due to portfolio rebalancing.
- Investors make bets on specific companies and technologies, anticipating growth by year's end.
Fund Manager Strategies
- Fund managers reposition portfolios based on yearly data and macroeconomic assumptions, influenced by new administrations and growth expectations.
- They favor sectors that thrive in booming economies, like consumer electronics, travel, leisure, and technology.
Semiconductor Stock Outlook
- There's optimism around NVIDIA and AMD, but AMD's growth potential hinges on its role in the AI market.
- Broadcom and Marvell show promise due to their involvement in accelerated infrastructure.