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Semiconductors are an interesting part of the investing universe so we dedicated an entire episode to them. Listen to an interview Jason did with Nick Rossolillo, one of our favorite investors who knows a lot about the semi space. Then, Jason explains the semiconductor industry to Jeff like he’s 5 years old.
Companies discussed: AAPL, AMD, ASML, INTC, NVDA, SSNLF, TSM, TXN
Connect with Nick on Twitter: https://twitter.com/nrossolillo
Check out Nick’s YouTube channel: https://www.youtube.com/@chipstockinvestor
We would love feedback on the show. Share with us at:
Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
Find the 2023 Smattering Portfolio here:
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