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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
Manage episode 449642492 series 3428472
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.
118 episodes
Manage episode 449642492 series 3428472
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.
118 episodes
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