tech investing

Last year we started with the Elite 8 and then moved to the Magnificent 7! With Tesla’s unfortunate decline, this power grouping of stocks has shifted once again, now being referred to as the Significant 6! On today’s episode of Future Money, Hatem and Ayal provide updates on Microsoft, Meta, Apple, Netflix, Amazon, and Google.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Eric grew up on a rural North Dakota farm starting his career as a crop duster. From there he spent time spent managing restaurants and then got into real estate investing and managing assisted living centers. Eric now invests in tech companies and helps new startups get prepared for capital at Wildfire Labs. In this episode you'll learn key lessons learned and how important people are to success. Eric also covers how being mentored and mentoring have played a huge role in his life, and how making tough decisions to balance work and home life has helped him grow.

Get instant access to all of our podcast transcripts here: https://wildfirelabs.io/get-podcast-transcripts

AI Servers are expected to grow at double digits based on a recent report by TrendForce. This is great news for Nvidia, as AI servers are equipped with accelerators like Nvidia's GPU which hold majority of the AI marketshare.

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are TSM Stock Warren Buffett Berkshire, Nvidia, AI Stocks, Arista Network Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $META $QCOM

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

00:00 Intro
01:15 [Jose] TSMC Monthly Numbers & AI Battle
08:16 [Jose] Warren Buffett Sold TSMC? Bad News For Semi Stocks?
14:54 [Nick] GlobalFoundries & Legacy Auto
24:17 [Billy] Memory Market Turning?
34:17 [Jose] Big Tech Chip Battle
38:57 [Jose] Nvidia Concerns
50:18 [Billy] KLIC Earnings
59:14 [Nick] ANET Earnings
1:06:46 [Jose] AMD Market Share Updates

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, Qualcomm Stock  and data center giant Equinix stock. This video offers valuable insights and analysis on the semiconductor sector. 

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $QCOM

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions. 

00:00 Intro
00:36 [Jose] New Bull Market $QCOM $NVDA $AMD
15:00 [Nick] Microsoft Stock Acquisition and OpenAI
21:31 [Jose] Texas Instrument CEO Shift
29:33 [Jose] Data Center Cooling - Equinix Stock
46:18 [Nick] The Software Move

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, APPLE Updates, and TSMC earnings This video offers valuable insights and analysis on the semiconductor sector.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $TSM
 
00:00 Intro
00:46 [Jose] Intel & Nvidia Stock Team Up
11:11 [Jose] Intel TAM & RoadMap
23:21 [Nick] TSMC Earnings & Expansion
36:44 [Nick] FPGA Market Trouble for AMD Stock
48:54 [Jose] Apple Stock New Chips
44:25 [Jose] Apple Chip Growth

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are AMD Stock, Intel Stock, Nvidia Stock, CES Updates, how apple wants to create its own chips and push Broadcom aside, and some of our top Chip stocks to watch in 2023. This video offers valuable insights and analysis on the semiconductor sector.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $CRNC

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are ASML Stock, Intel Stock, Nvidia Stock, CES Updates, and some of our top Chip stocks to buy in 2023. This video offers valuable insights and analysis on the semiconductor sector. 

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA $SOXQ

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

00:00 Intro
00:51 Nvidia Stock CES
14:19 Intel Stock CES
21:30 Big Risk Coming for Chip Stocks?
36:49 Nick's Top 3 Stocks
48:36 Jose's Top 3 Stocks

In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are ASML Stock, Intel Stock, Nvidia Stock, Taiwan Semiconductor Manufacturing Stock, and Micron Stock. This video offers valuable insights and analysis on the semiconductor sector.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA $TSLA

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

00:00 Intro
00:31 Is Micron Doomed?
12:24 Intel Slowing Down While TSMC Continues To Spend
21:39 Should ASML Investors Be Worried?
27:39 Intel vs TSMC
41:03 Nvidia AI Predictions
51:23 Internet Infrastructure Great for Broadcom?

Jose Najarro and Nick Rossolillo are back discussing semiconductor stock news in the number chip stock podcast. A few chip stocks discussed in todays episode are Tesla stock, Marvell Stock, Qualcomm Stock, Broadcom Stock, Samsung Stock,  and other semiconductor Stocks.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA, $QCOM, $TSLA

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

00:00 Intro
00:27 Broadcom Overview
07:51 VMware Acquisition 
13:13 Marvell Overview
23:56 Tesla A Chip Stock
33:58 Investing On Auto Chips
39:10 Qualcomm and Samsung Phone Chips
47:29 Semiconductor Market Forecast

Jose Najarro and Nick Rossolillo are back discussing semiconductor stock news in the number chip stock podcast. A few chip stocks discussed in todays episode are AMD stock price, Nvidia Stock, TSMC Stock, Amazon Stock, Google Stock,  and other semiconductor Stocks. 

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA, GOOGL, 

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news affecting other semiconductor Stocks. 

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA 

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news of Berkshire Hathaway's position,  and other semiconductor Stocks. 

A portion of this video is sponsored by The Motley Fool. 
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 349% as of 11/22/2022 and measured against the S&P 500 returns of 115% as of 11/22/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $NVDA $SOXQ $QCOM

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are AMD stock price, Intel Stock, TSMC Stock and recent news of Berkshire Hathaway's position,  and other semiconductor Stocks.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $TSM $NVDA

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Jose Najarro and Nick Rossolillo are back on the upcoming number one semiconductor investing podcast in the world. A few chip stocks discussed in todays episode are Nvidia stock price, Qualcomm Stock, GlobalFoundries Stock,  and Silicon Labs Stock.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $NVDA $TSM $QCOM

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Jose Najarro and Nick Rossolillo take a look at semiconductor news affecting top chip stocks like AMD Earnings, Intel Earnings, and even Meta Platform and other data center spenders like Microsoft, Amazon, Alphabet and more.

A portion of this video is sponsored by The Motley Fool.
Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $MSFT $META $QCOM $GOOGL $NVDA

DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital.

During this chat, Josh explains why investors should listen to earnings calls of companies they don't own to gain an edge. He also explains why investors shouldn't consider tech stocks growth stocks anymore.

Ahead of Nancy Pelosi's purported trip to Taiwan, Josh shares his thoughts on how a destabilization of US-China relations could affect chip-maker TSM—a company he calls the most systemically important in the world. He also articulates the urgency and implications of bringing chip manufacturing to the US.

Josh then talks about Nvidia—a company he describes as the connective tissue of the world's entire tech infrastructure. He delivers his thesis on the firm, remarking that there is no better-placed company in the world in the decades ahead.

Josh talks about Tesla and how the companies with the largest AI training sets will be unassailable. He also explains why pitching Tesla at Point72 in 2019 cost him a position there.

We're so excited to be talking with Sarah Kunst, Managing Director and Co-Founder of Cleo Capital. Cleo Capital is a multi-stage venture capital firm that focuses on leading investments in pre-seed companies.

During a stimulating and inspiring 50 minutes, Sarah talks to us about her start in advertising, her uncanny knack for knowing what's next, and her long-held passion for the “people side” of business. 

We learn that, despite calling herself a great bullshitter, Sarah is always ready to roll up her sleeves and take a decidedly no-bullshit approach to her work. She shares how she recognizes the importance of providing founders with practical help that they actually need, especially if that help isn't particularly glamourous. In one instance, this entailed babysitting for founders so that they could attend an important dinner with a potential investor.

Sarah tells us how the best hedge against imposter syndrome is playing to your strengths and picking up ancillary skills as you need them. She also divulges the central question she asks looking at investment opportunities: "At scale, will this company be a net positive or negative for the world?" and explains how the answer brings her one step closer to purchasing a superyacht.

Join hosts Atoya Burleson and Tia Avril as they get spiritual on the insideLINES podcast!

First, Atoya and Tia kick off the episode with highlights from another busy week! Tia attended Ciara Wilson’s launch event for her new rum Ten to One! Atoya had lots of kids and sports this week, but mostly found time to relax with her husband Nate.

Then, it’s time for “Hot Takes” where the ladies share their thoughts on comments made by ESPN’s Sportcenter Co-host, Sage Steele during her interview with former NFL QB Jay Cutler on his podcast Uncut with Jay Cutler. Sage made some outrageous comments regarding former President Barack Obama’s identity as well as some comments on female sports reporters and sexual harassment.

Next up, Sara Lovestyle joins us for an amazing chat! Sara, a serial entrepreneur and wife to former NFL defensive tackle Ziggy Hood, shares how she reunited with the Virginia pastor who sponsored her family from a Sudanese refugee camp and how having a heart attack at age 23 led to her launching her brand “Sara Lovestyle.” She also reflects on the blame and guilt she felt raising a child with autism and her husband’s struggle to talk about the challenges of raising special needs children as well as her journey to starting her own spice company Belay & Bell. She’s even started dabbling in CPG and tech investing! 

Then, it's on to the Fantasy Football segment where Atoya and Tia give you updates on the latest injuries in the NFL and some suggest on fantasy replacements for all these injured players!

Finally, they wrap things up with Mindful Moments where Kristyn Bly offers her view on surviving the past 18 months and, more importantly, persevering. 

If you want to help us out, be sure to follow, rate and review the podcast on the Apple Podcast app. Thanks so much for listening and supporting our show! We really appreciate you.

Guest: Sara Lovestyle
Sara’s Instagram 
Sara’s Website 

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insideLINES Podcast
Atoya Burleson
Tia Avril

Mindful Moments
Kristin Bly

Contact Us
Website: www.inSIDELINESpodcast.com
Email: insideLINESPodcast@gmail.com
Voicemail: https://www.speakpipe.com/insideLINES  

Team:
Executive Producer: Scott Riggs
Consultant/Guru: Kibi Anderson