Semiconductor Investing and Moore

Semiconductor equipment spending forecast shows growth in 2024 after a weak 2023. Here are 5 semiconductor equipment stocks that can benefit from the increase spending in semiconductor equipment. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 483% as of 6/26/2023 and measured against...

AMD Stock reveals plans to invest $135M in Ireland for adaptive computing R&D. Also, they launch the world's largest FPGA-Based Adaptive SoC, the Versal Premium VP1902. This chip aims to speed up ASIC and SoC market entry. Good Move for AMD Stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock...

Various semiconductor companies have announced numerous updates in the past few days. In this video, I will discuss recent updates impacting the semiconductor industry. Check out the short video to learn more, consider subscribing, and click the special offer link below. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Mot...

Intel Stock showed first-party data that its Sapphire Rapids CPU can outperform AMD Epyc Genoa in certain workloads. Should AMD stock investors be worried? Or Is the data from Intel not viable? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured against t...

Unveiling of AMD's MI300 AI Chipset could potentially uplift AMD stock. As a significant rival to Nvidia, its debut at AMD's premiere may herald a transformative era for their data center strategy. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and meas...

These 2 Networking Chip Stocks Make AI Possible, Marvell Stock and Broadcom Stock are providing numerous networking solutions impacting the AI semiconductor market. Are you buying MRVL Stock or AVGO Stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measur...

Microsoft and Google are two of the leading cloud service providers and are constantly investing in AI. Microsoft stock is investing in Coreweave and Alphabet is investing in Runway, two AI giants.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured agai...

Qualcomm stock is a top semiconductor to own for numerous reason. A growth opportunity for QCOM stock is its AI solutions that are both in AI hardware and AI Software. Is it time to buy Qualcomm stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured a...

Intel Stock Investors are torn between the foundry business. Jose Najarro takes a closer look at this semiconductor giant and some recent updates about Intel's IFS segment. Are you buying INTC Stock, or is it time to sell Intel stock price?   A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor r...

AI Servers are expected to grow at double digits based on a recent report by TrendForce. This is great news for Nvidia, as AI servers are equipped with accelerators like Nvidia's GPU which hold majority of the AI marketshare. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% a...

Ever wonder how Nvidia stock became an AI giant of the year? Jensen Huang’s Commencement Speech at National Taiwan University gave numerous insight on crucial moments for Nvidia Stock, NVDA Stock A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured against...

Semiconductor investors take a closer look at Is Super Micro Computer A Hidden AI Stock Gem? Is Intel Stock Still Too Risky After Earnings? Wolfspeed Stock Collapses, Time to Buy This Growing EV Semiconductor Stock?  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 395% as of 4/27/2023...

Semiconductor investors take a closer look at recent chip earnings like Wolfspeed, Besi, the advanced packaging company, and Texas Instruments, followed by what Big Tech like Microsoft, Google, and Meta said about future Capex, and more in this week semiconductor podcast.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The M...

Semiconductor investors take a closer look at TSMC's Investments Bode Well for ASML Stock Despite Chip Industry Hiccup, Europe Will Spend 43 Billion Euros On Chip Manufacturing -- Here's How Investors Can Take Advantage, AI Server Boom Fuels HBM Market Growth: Memory Stock Insights, Amazon Crafting its Own Chips: Amazon Set to Dominate the Semiconductor Space? A portion of this video is...

Semiconductor investors take a closer look at certain Samsung's Shift in Strategy: A Game Changer for Micron Stock Investors? Intel and ARM Collaboration: A New Era for Intel Shareholders? A New EV Manufacturing Giant In the Making -- Which Stocks Will Win? PC unit Sales Plunge in Q1, and TSMC Feels The Effects, and Japan's $54 Billion Bet On Chip Manufacturing -- 5 Stocks to Buy Now A p...

Semiconductor investors take a closer look at certain SIC and GaN companies like Aehr, ACLS, and Infineon, followed by some memory updates, consumer market updates for companies like AMD INTEL and TSM, and finally a Nvidia vs Google... or is it? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor ret...

Nvidia held its GTC event showcasing numerous AI solutions for the market. We also take a closer look at AMD and Intel Stock as there might be a bottom in Intel Stock Price. ASML TSMC and Nvidia are partnering up for CuLitho and finally generative AI solutions. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool S...

Microsoft and OPENAI continue to be a popular discussion for semiconductor investors and now even more with the release of ChatGPT-4. Applied Material $AMAT chip stock announced updates to dividend and buybacks. Foundry Updates with TSMC, Samsung and Global Foundries. All this and more on the number one semiconductor podcast. A portion of this video is sponsored by The Motley Fool.  Visit https://...

Intel Stock has more delays for its upcoming products, giving free reign to AMD and Nvidia. Broadcom AVGO and Marvell MRVL semiconductor stocks reported earnings. Tesla Stock created a short dip in SiC stock prices. International countries are not happy about North America's CHIPS Act, and AI servers have huge compound growth opportunities for AMD and NVDA. Jose Najarro, Billy Duberstein and...

Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Tesla Stock cutting Silicon Carbide, Applied Materials New Machine, Nvidia Stock Needs Cash, Qualcomm and Apple Update, Besi Stock a company AMD might use for Chiplet, Chips Act market update and so much more. This video offers valuabl...

Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock after dividend cut, Applied Matierals Earnings, Nvidia Stock Earnings, Broadcom and VmWare Acquisition Update, Memory market update and so much more. This video offers valuable insights and analysis on the semiconductor sec...

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are TSM Stock Warren Buffett Berkshire, Nvidia, AI Stocks, Arista Network Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector. A portion of this video is sponsored by The Motley Fool. Visit https...

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock, Nvidia, AI Stocks with Microsoft and Google, Meta Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector.  A portion of this video is sponsored by The Motley Fool.  Visit https://fo...

In this video, Chip Stock Investors Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss recent earnings for various semiconductor stocks. A few chip stocks in this video are AMD Stock, QUALCOMM Stock, NXPI Stock, Texas Instrument Stock, KLAC Stock and data center giant META stock. This video offers valuable insights and analysis on the semiconductor sector.  A portion of this video is spon...

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are Intel Stock earnings, AMAT Applied Materials Stock, Data center updates with Meta Stock and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector.  A portion of this video is sponsored by The Motley Fool....