Semiconductor Investing: Warren Buffett TSMC Stock Update | Nvidia Concerns | AMD Update | AI Battle

21/02/2023 1h 15min
Semiconductor Investing: Warren Buffett TSMC Stock Update | Nvidia Concerns | AMD Update | AI Battle

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Episode Synopsis

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 $QCOMDISCLAIMER: 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 Intro01:15 [Jose] TSMC Monthly Numbers & AI Battle08:16 [Jose] Warren Buffett Sold TSMC? Bad News For Semi Stocks?14:54 [Nick] GlobalFoundries & Legacy Auto24:17 [Billy] Memory Market Turning?34:17 [Jose] Big Tech Chip Battle38:57 [Jose] Nvidia Concerns50:18 [Billy] KLIC Earnings59:14 [Nick] ANET Earnings1:06:46 [Jose] AMD Market Share Updates

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