Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio

Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours. 

In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including:

  • The best performing stock in the US this year
  • Sam Altman’s $7 trillion plan to reshape the industry 
  • Ren’s favourite investment idea in the industry

And that’s just the start of this episode. We also:

  • Launch a new segment: Pimp my Portfolio
  • Bring back an old favourite: Book Club

Links mentioned:

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