Latest / Chip Stock Investor Podcast
Episode 5: Data Center and AI Energy --What Stocks Are Worth Buying? Plus, New Metaverse Hype and Stock Pawners
Apple (AAPL) recently released the details of their new Vision Pro headset that will go up against the Meta Quest 3 (META) for virtual reality entertainment -- and maybe more? Metaverse hype (again) aside, it's not just Apple and Meta that could benefit from the adoption of these headsets. Learn which companies can benefit from sales of these devices. Meanwhile, Intel (INTC) quietly said it will sell some $1.5 billion worth of Mobileye (MBLY) shares. What does this mean for investors in Mobileye stock? Powering semiconductor manufacturing equipment, data centers, and large generative AI…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.