MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

Millennial Investing - The Investor’s Podcast Network

English - April 11, 2023 09:00 - 48 minutes - ★★★★★ - 525 ratings
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Previous Episode: REI178: A Masterclass in Canadian Real Estate w/ Nick Hill and Dan Foch

Next Episode: MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future.
Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
04:04 - An overview of the semiconductor industry.
07:47 - What are the different types of chips?
11:57 - Which industries are expected to drive the most growth in demand for chips in the future?
20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space.
30:44 - Why is Qualcomm the leader in chips for mobility?
33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments.
44:06 - The near term headwinds the chip industry could face.
45:46 - Which companies are expected to best capture the growth in market share for the automotive industry?
48:06 - Which chip companies Nick believes are undervalued at today’s price?
49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out Nick’s YouTube Channel.

Check out: Concinnus Financial.

Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

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Connect with Rebecca: Twitter | Instagram
Email: [email protected]
Connect with Nick: Website | LinkedIn | YouTube

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Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

04:04 - An overview of the semiconductor industry.

07:47 - What are the different types of chips?

11:57 - Which industries are expected to drive the most growth in demand for chips in the future?

20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space.

30:44 - Why is Qualcomm the leader in chips for mobility?

33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments.

44:06 - The near term headwinds the chip industry could face.

45:46 - Which companies are expected to best capture the growth in market share for the automotive industry?

48:06 - Which chip companies Nick believes are undervalued at today’s price?

49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Nick’s YouTube Channel.

Check out: Concinnus Financial.

Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

Twitter Mentions

@rebecca_hotsko