Join Nick and Casey Rossolillo, co-hosts of the Chip Stock Investor channel, as they dive into the current semiconductor landscape. They discuss the market cycle and how AI is reshaping spending. Discover ASML's lithography dominance and NVIDIA's competitive edge, alongside alternative GPU options. The duo also highlights the rise of hyperscalers and custom chip designs, the geopolitical risks surrounding TSMC, and Intel's future. Gain insights into long-term investment strategies and the bright prospects for companies like Broadcom and Qualcomm.