Episode 93
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
November 11, 202437m 56s
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Show Notes
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.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital