All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51) - a podcast by Brandon Beylo

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.

There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU) and why Mule loves Discord. 

You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below: 

• [0:00] What got Mosfet Mule into Semiconductors?


• [4:00] Moore’s Law is Dead


• [8:00] Mosfet Mule’s Alpha


• [10:00] Discord


• [15:30] Heterogeneous Compute


• [22:00] CPU, GPU, FPGA, ASIC for AI?


• [27:30] NVIDIA and ARM


• [31:00] Google’s TPU


• [37:00] AI and First Move Advantage 


• [39:00] INTEL ($INTC) a Value Trap?


• [48:00] Lam Research ($LRCX) 


• [57:30] Common Questions about Semiconductors.


• [1:04:20] Where to find semiconductor ideas?


• [1:06:00] The CDT Hike


• [1:08:00] More about Mule


• [1:10:00] Closing Questions

We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance. 

If you liked this podcast and want to learn more about Mule, check out the following links: 

• @FoolAllTheTime Twitter


• Mule's Substack Newsletter

---

Support this podcast: https://anchor.fm/valuehive/support

Further episodes of Value Hive Podcast

Further podcasts by Brandon Beylo

Website of Brandon Beylo