This is part 2 of our sector analysis on semiconductors.
You can check out Doug's substack here: Fabricated Knowledge.
We go deep on semis.
Here are some of the companies mentioned:
1. Nvidia
2. ASML
3. Applied Materials
4. Intel
5. AMD
6. Synopsys
7. Cadence
8. TSMC
9. SMIC
10. KLA Corp
11. Lam Research
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: RyanReeves_
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Share this post