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TMT#16 - Microchips.. Opportunity in the bust?

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Manage episode 334380520 series 3348058
Content provided by tsgpodcast2022. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tsgpodcast2022 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, I do a huge speculative breakdown of what is currently affecting the microchip industry. The demand has gone considerably down for these semiconductors and it could be due to the crashing of the crypto bubble. With that, I discuss my thoughts (with biased and speculative opinion) on whether or not pricing for these companies is at an attractive price for a value investor like myself.

Podcast: https://tsgpodcast2022.podbean.com/

Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor

Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. Please do your own research before investing.

TAGS

#INTC #AMD #NVDA #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #speculating #morningthoughts #morningthoughtsepisode #speculator #coffeetalk #stocks #valueinvestingstocks #podcast

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 334380520 series 3348058
Content provided by tsgpodcast2022. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tsgpodcast2022 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, I do a huge speculative breakdown of what is currently affecting the microchip industry. The demand has gone considerably down for these semiconductors and it could be due to the crashing of the crypto bubble. With that, I discuss my thoughts (with biased and speculative opinion) on whether or not pricing for these companies is at an attractive price for a value investor like myself.

Podcast: https://tsgpodcast2022.podbean.com/

Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor

Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. Please do your own research before investing.

TAGS

#INTC #AMD #NVDA #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #speculating #morningthoughts #morningthoughtsepisode #speculator #coffeetalk #stocks #valueinvestingstocks #podcast

  continue reading

50 episodes

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