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Motley Fool Hidden Gems Investing

Chip Outlook Gets Cloudier

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 16 October 2024

⏱️ 29 minutes

🧾️ Download transcript

Summary

Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: ASML, WBA, CVS, ME, GSK Host: Mary Long Guests: Jason Moser, Brian Orelli Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today we got chips and we got scripts. You're listening to Motley Full Money.

0:15.0

I'm Mary Long joined today by Jason Moser, JMOs, JMO, great to have you.

0:17.0

Thanks for hanging out with me this morning.

0:19.0

Mary, thanks for having me.

0:20.0

Always a pleasure.

0:21.0

Okay, before we talk numbers, before we start a pleasure. Okay before we talk numbers before we started recording you had to exit to

0:26.2

go check on your dogs they were barking you know they have I was saying they have just

0:31.2

this this sixth sense that whenever I'm getting ready to start doing anything media related,

0:37.0

man they come out in full force so yeah had to reel them back inside here for a little bit to quiet things down.

0:43.6

Were they barking up about anything in particular or were they really just trying to bother you?

0:47.6

You know, probably the latter, but we live in a pretty wooded area in our neighborhood so there's all sorts of wildlife running around and

0:56.4

They are always they're always barking something

1:00.2

Could have been a rogue deer who knows who knows could have been could have been a rogue deer. Who knows? Who knows?

1:03.0

Could have been.

1:04.0

Could have been.

1:05.0

ASML earnings came out a day early and a dollar, perhaps a few dollars short,

1:11.0

the semiconductor equipment maker suffered its biggest single day drop

1:14.8

since 1998 yesterday.

1:18.4

Results were released a day early due to a technical error and the news within those results sent nearly all

1:24.8

semiconductor stocks sinking. Before we take a closer look at that news

1:30.1

maybe you can give us a refresher on where exactly ASML sits within this broader

1:35.9

semiconductor landscape.

...

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