The Circuit
Episode 99: Semis Outlook for 2025 - Bullishness Remains
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.
42:51
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Quick takeaways
- Investors are optimistic about 2025, anticipating growth in sectors like consumer electronics and AI due to government spending and market expansion.
- The competition between major AI players like NVIDIA, Broadcom, and Microsoft will shape the landscape of software revenues and infrastructure investments.
Deep dives
Market Insights and Assumptions for 2025
Portfolio rebalancing among fund managers typically occurs at the start of the year, driven by data and human nature to set new plans for future investments. Managers often analyze macroeconomic conditions and sector performance, considering which areas will thrive in a growing economy. Many believe that 2025 will see increased spending due to government initiatives and economic expansion, prompting focus on growth-oriented sectors like consumer electronics and technology. This shift shapes investment strategies, as funds distribute weight across various industries based on optimistic growth forecasts.
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