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Kandungan disediakan oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

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Manage episode 449642492 series 3428472
Kandungan disediakan oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

  continue reading

93 episod

Artwork
iconKongsi
 
Manage episode 449642492 series 3428472
Kandungan disediakan oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

  continue reading

93 episod

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