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

Equity Mates Investing Podcast · Feb 25, 2024 · 41m

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:

2024 Community Survey

Podcast…