Відео

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Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, I keep increasing my shares manageably. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.

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If Micron is expensive valuation wise, than all chip stocks are overvalued even worse than Micron. Next year Micron will do 12b+ revenue per quarter with higher margins. More than AMD, Qualcomm and similar to Broadcom. All of these much bigger market cap than Micron, and much slowe growth.

Great videos you two. Always standing out from the UA-cam channels!

You didnt show CAMT

As a technicals guy, this has a forming gravestone doji on the monthly chart. Right now is the worst time to buy.

Pstg flash also lower power use. Greenies rejoice.

Peps I vaguely recall you mentioning in one of the videos that you have made one explaining different types of memories. If I am right, then can you please tell me which video it is?

This video is a hidden gem!

Rewatched and see that I should probably wait and start a Pure Storage position if it sells off after the next earnings, thanks for the redirection guys!

I've seen MU rise and fall so many times. You could have bought this at 50 not too long ago. Now it is shooting up again.

CSI: Micron. Another great podcast. Kudos to the CSI duo!

What a great show! I loved the balanced views on valuations versus short term profit taking. And you’re likely right, most retail investors are interested in gains, versus acquiring a long term business at a reasonable price/valuation. I love your focus on acquiring great businesses for the longterm. I’m happy to stay out of the parabolic trades. I’m not smart enough to know when to exit positions and take profits. It’s hard enough staying with a good business and thesis when the markets are down. Kudos to you both for acknowledging and addressing this issue.

That's an interesting observation: Q2 2024 metrics appear to be similar to that of 2023. However, the stock has increased significantly. What a hype due to AI or confidence for an AI play.

News : SK hynix Inc. Developed PCB01, an SSD product with the industry's best specifications for on-device* AI PCs. The product marks the first case where the industry adopts the 5th generation of the 8-channel PCIe. PCB01 is the first of its kind.

What about $ACLS?

bought the dip at 131 today

Thx for the video, rly helpful. Is there any chance, that u can make a video or series about Humanoids-robots-chips: so which chip-companies could benefit from that.

The story about HBM was known already in 2Q24

high quality content, as usual!

Selecting too many chip stocks in a portfolio is a mistake. Aside from the fundamental winners with diverse business models (Nvidia, Broadcom) it’s boom or bust depending on cycles. Pick a handful of winners only and diversify more into other areas of the market. As for Micron, I don’t invest in companies at a loss and without good P/E’s. Free advice 😊

Good Call! The stock is at 65 today. Still think the valuation is good to start a position? Thank you!

I bought 100 shares based on the earnings and even though results exceeded mid-line expectations, the stock dropped $10 (8%) after the earnings call. Supposedly because investors were expecting even BIGGER gains/projections. The market is nuts.

GREAT analysis, so glad I found you guys! Gonna revisit your Pure Storage video now. Tfs!

Anyone buying AVGO before the stock split?

Off topic. It would be interesting to hear your thoughts on whether you believe the smart phone upgrade cycle especially around apple ai announcements will accelerate in 2h and what implications that has for qcom and others in that space

What are thoughts on USD 2x Semiconductors etf. 138 today.

If you're not first you're last.

You guys are great!

The fab economics video didnt work for me it just shows as being a private video.

Intel dropped their Israel FAB

Fantastic report guys, the table you showed on 1:15 is super useful.

Curious what you think of COHR Interest expense & debt levels? The revenue growth is quite impressive over the last 10 years

You two are the best. I've always wanted to invest in semis, but struggled with individual stocks with a lack of industry knowledge. Breaking down each companies role in the manufacturing process is incredibly helpful. In the long run this channel will unlock so much wealth & knowledge.

Does Cathy still own QSI?

Great video. I might average down on AEHR. Personally, there is probably better value in the software names like WDAY or ZM.

One of the variables I use in my 13 point analysis in whether to buy a stock is listening to and researching the CEO. Benioff came across as an arrogant, liberal who only Jim Cramer lathered when speaking about. I’m glad I never bought his company. Plus, during 2020 he kept hiring more workers and some employees were posting on sites that there wasn’t enough work for them

I own BUG ETF and Fortinet; along with Msft Goog AAPL. I forgot that we own Crwd

plz balance audio

Besi is totally overlooked by US investors, says a dutch shareholder

what happens at Lattice now?

This channel amazing. Thank you ❤

This is great thank you. I have been buying some since it was Livent. Will continue for the very long term

What about AEHR?

What are your backgrounds? How do you know so much about everything technology?

I appreciate the work you two put in for the rest of us. I recently joined your kofi and discord. I’ve been short on time lately but I have seen many benefits from all your information. Thanks again!

I already bought APLD and I'm up over 100%, should I sell?

Favorite part " ...we don't think this doping via Ion Implant party is over quite yet..." 🤣 I know you've added Axcelis to your holdings since posting this and it seems to be doing well. Recommend adding a small position at this time? Also, do you have a small cap etf to recommend holding to get a similar smattering of small caps? Thank you for the wealth of information and analysis!

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