Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>The United States government now owns 10% of Intel, a move that is seen as a vote of confidence in the company's future</li><li>The deal, worth $8.9 billion, involves the government buying new shares at a 20% discount, leading to dilution for existing shareholders</li><li>There are still many unanswered questions about the deal, including the government's role in Intel's decision-making and the company's commitment to advancing technology.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The United States government now owns 10% of Intel, a move that is seen as a vote of confidence in the company's futureThe deal, worth $8.9 billion, involves the government buying new shares at a 20% discount, leading to dilution for existing shareholdersThere are still many unanswered questions about the deal, including the government's role in Intel's decision-making and the company's commitment to advancing technology.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

<ul><li>Discussion about the licenses and revenue share/tax imposed on AMD and Nvidia for selling to China</li><li>Concerns raised about the constitutionality of the measure and potential precedent it sets</li><li>Previous experiences in China contrasted with current moves towards a planned economy in America</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about the licenses and revenue share/tax imposed on AMD and Nvidia for selling to ChinaConcerns raised about the constitutionality of the measure and potential precedent it setsPrevious experiences in China contrasted with current moves towards a planned economy in AmericaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Lauren is a bilingual expert in traditional investments and Bitcoin</li><li>Institutions are moving into Bitcoin and exploring UTXO management</li><li>Markets are experiencing unprecedented moves, with Bitcoin and gold leading the way</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lauren is a bilingual expert in traditional investments and BitcoinInstitutions are moving into Bitcoin and exploring UTXO managementMarkets are experiencing unprecedented moves, with Bitcoin and gold leading the wayThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

<ul><li>Discussion between Jonathan, CEO of Tradesmen Collective, and Ed, Director of Investor Relations, on tech startups and market trends</li><li>TTC USA's integrated platform addresses industry inefficiencies with cutting edge software, escrow services, and legal support</li><li>Insight on leading assets like gold, Bitcoin, and Nvidia; mentions of success stories like MicroStrategy integrating Bitcoin and Nvidia integrating software for business growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion between Jonathan, CEO of Tradesmen Collective, and Ed, Director of Investor Relations, on tech startups and market trendsTTC USA's integrated platform addresses industry inefficiencies with cutting edge software, escrow services, and legal supportInsight on leading assets like gold, Bitcoin, and Nvidia; mentions of success stories like MicroStrategy integrating Bitcoin and Nvidia integrating software for business growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground

<ul><li>Discussion of infrastructure capex as a percentage of US GDP by era, highlighting the current rate of 1.2%</li><li>Comparison of current bubble dynamics to past bubbles, noting that the current bubble is not as excessive as previous ones</li><li>Debate over whether the current investment cycle is a bubble or a strong investment cycle, with concerns about speculative investments and emotional factors leading to potential overvaluation in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion of infrastructure capex as a percentage of US GDP by era, highlighting the current rate of 1.2%Comparison of current bubble dynamics to past bubbles, noting that the current bubble is not as excessive as previous onesDebate over whether the current investment cycle is a bubble or a strong investment cycle, with concerns about speculative investments and emotional factors leading to potential overvaluation in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

The government has acquired a 10% stake in Intel, raising questions about its level of control and impact on shareholders.

The Circuit

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

An analyst discusses the potential impact of licensing and taxes on AMD and Nvidia in China, expressing concerns about legality and the need for a...

The Circuit

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

Lauren, a bilingual investor, will discuss the move of institutions towards bitcoin, the playbook for bringing traditional finance capital into the...

William Mann

Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground

Discussion led by Jonathan and Ed on tech startups focusing on TTC USA's integrated platform, with a highlight on MicroStrategy, Bitcoin, and...

William Mann

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

The current tech bubble in the US has some similarities to past bubbles but also unique characteristics, with infrastructure investment playing a...

The Circuit

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