Episode 244: Robotics Long-Term Investment: Cheap Semiconductor Stock Pick (Not Nvidia) For 2025?

Episode 244: Robotics Long-Term Investment: C...

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Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook

Onsemi shifted its acquisition of Synaptics to a $5.7B all-cash transaction following competing bid pressure. While markets initially cheered the move, the added balance sheet debt and pushed-out financial targets complicate the near-term recovery path for ON Semiconductor stock. ...  Show more

Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena)

Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks.In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Cisco Ventures) to break down what ...  Show more

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