E2237 - September 14, 2022
Live in New York! Nvidia, crypto crash, export restriction, and artificial intelligence
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This was a particularly fun episode because we recorded it live, and Jason Wallace joined the discussion. This week we discussed Nvidia (NVDA).
Over the next few weeks we plan to cover chip companies, in approximately this order (updated in retrospect with actual coverage and links to those episodes):
E2237 - Nvidia (today)
E2242 - Qualcomm
The concept is that we will cover GPU companies the first two weeks, then x86 CPUs (39-40), then Memory (41), then ARM based CPUs (42).
As always, feel free to reach out with feedback or input. Thanks for listening!
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Supplemental Data
1 SuperCompounders
2 Macro
3 Energy
3.1 Oil & Gas
3.2 Metals Powered
4 Tech
Cloud Multiples - Check out the most recent edition of Clouded Judgement for the latest SaaS multiples.
Semiconductors
Semiconductor Industry Association Global Billings Report
Bureau of Economic Analysis Semiconductor Import / Export
Cryptocurrency
This post and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.