EP 181: Cerebras Earnings, QCOM Investor Day,...

In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations ahead of actual fundamentals. The hosts also unpack the rumors s ...  Show more

Key Topics:AI infrastructure evolutionServer and rack engineering innovationsAnalog components and power managementSemiconductor industry growth and GPU impactEnterprise and hyperscaler strategies for differentiationCooling technologies and hybrid solutionsNetworking and infrastr ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ...

Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Sil ...  Show more

In this episode, I sit down with Richard Barnett, Chief Marketing Officer at Supplyframe, a leader in Design-to-Source Intelligence for the global electronics value chain. Richard brings decades of expertise in semiconductor supply chains and shares insights on the challenges ...

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ...  Show more