The first time I heard NVIDIA's CEO saying that Moore's Law is dead, I was confused! How can Moore's Law be Dead? How is it possible that we can imagine a future with chips and semiconductors in everything we own and use, from the packaging of the food we eat to the clothing we wear? And, at the same time, say Moore's Law is dead. More importantly, if Moore's Law is dead, does it mean Semiconductor stocks and companies are dead too? As an investor, how can we stop mourning the death of Moore's law and instead celebrate it? Or, the question we'd want to answer is how do we invest in the semiconductor sector in the post-Moore's Law era?
We are going to hear from a well-known physicist, Nvidia CEO, Xilinx CEO, AMD's CTO and even Alphabet's chairman and dig deep into the technology that is emerging to continue to increase computation speed, and of course, we do all that in order to discover companies and stocks that are leading the post Moore's Law era and maybe are good additions to our investment portfolios.
Moore's Law can be dead, but the investing party must go on!
This episode would not be possible without the freely and openly available content around the web, especially on YouTube. We are fortunate to live in the golden age of free data and information. Thank you!
Detailed list of sources:
What do Apple and IBM have in common? Well, in the past few years, the media is beating a new drum roll. It's not so much about IBM. Instead, it is about how Apple - once an arch enemy of IBM - is now morphing into a modern-day IBM. Considering the recent disappointing iPhone sales and the lack of any significant innovation by Apple in the past years, is it fair to assume that Apple is the new IBM and is destined for the same fate? We are going to hear what Tim Cook had to say, explore Warren Buffett's point of view on both companies and dig deep into the state of affairs at IBM of 2013 vs. Apple of 2019.
This episode would not be possible without the freely and openly content available around the web, especially on YouTube. We are fortunate to live in the golden age of free data and information. Thank you!
Detailed list of sources:
This episode of Renegade Investors podcast is our Halloween edition. It's the day after the Halloween, and we put together a spooky episode with the help of our guest, Jeffrey Leichenger. He is one of the moderators of our Intelligent Stock Market Investors Facebook Group, and he shares the story of the dark side of trading commission-free with apps such as Robinhood. As usual, there are several aha moments in the conversation with Jeffrey that you don't want to miss. Hearing the real investing stories of fellow stock market investors helps all of us avoid mistakes and stay on course. If you are wondering, I've also played the Buy/Sell/Hold game with Jeffrey. Don't miss out!
P.S., Apologies to Jeffrey for talking about his hobby of fantasy hockey at around minute 4:20 of the show, but calling it fantasy football. Not sure what my Canadian friends and family have to say about that! A Canadian mixing up hockey and football! Shame on me! ;)
The introduction to Robinhood and the conversation with Robinhood's co-founder is sourced from CNBC's YouTube channel: https://www.youtube.com/watch?v=JwpQpFqzoAE
We are Hoda and Arash, the co-founders of Stock Card, and the co-hosts of the Renegade Investors podcast.