All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)

<p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive">TIKR.com/hive.</a> 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.</p> <p>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.&nbsp;</p> <p>You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below:&nbsp;</p> <ul> <li>[0:00] What got Mosfet Mule into Semiconductors?</li> <li>[4:00] Moore’s Law is Dead</li> <li>[8:00] Mosfet Mule’s Alpha</li> <li>[10:00] Discord</li> <li>[15:30] Heterogeneous Compute</li> <li>[22:00] CPU, GPU, FPGA, ASIC for AI?</li> <li>[27:30] NVIDIA and ARM</li> <li>[31:00] Google’s TPU</li> <li>[37:00] AI and First Move Advantage&nbsp;</li> <li>[39:00] INTEL ($INTC) a Value Trap?</li> <li>[48:00] Lam Research ($LRCX)&nbsp;</li> <li>[57:30] Common Questions about Semiconductors.</li> <li>[1:04:20] Where to find semiconductor ideas?</li> <li>[1:06:00] The CDT Hike</li> <li>[1:08:00] More about Mule</li> <li>[1:10:00] Closing Questions</li> </ul> <p>We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance.&nbsp;</p> <p>If you liked this podcast and want to learn more about Mule, check out the following links:&nbsp;</p> <ul> <li><a href="https://twitter.com/FoolAllTheTime">@FoolAllTheTime Twitter</a></li> <li><a href="https://mule.substack.com/">Mule's Substack Newsletter</a></li> </ul>