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.

The semiconductor industry represents a wonderful place to invest. But it's also cyclical, complex, and can be a bad place to invest if you stumble in blindly or find yourself chasing the next hot thing at the wrong time. We have good news. Chip Stock Investor can help.  This week, Jason and Jeff sit down with Nick Rossolillo of Chip Stock Investor to break down the semiconductor industry, discuss why it's so compelling, and explain why it can also be a risky place to put your money. And yes, they talk about Nvidia. But after 46 minutes of other things.  Chip Stock Investor on YouTube:  youtube.com/@chipstockinvestor  Nick on Twitter: https://twitter.com/nrossolillo Companies mentioned: AAPL, AMAT, AMD, ASML, INTC, NVDA, ON, SNPS, TSMC, TXN, WOLF 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:  https://tinyurl.com/Smatterfolio