Chips, Glorious Chips!

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 1 August 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment” Then, (XX:XX) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street. Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Everybody wants chips and you're listening to Motley Full Money. I'm Mary Long joined today by Osset Sharma,
0:13.8	great to have you back on. I'm Mary Long joined today by Osset Sharma, Osset
0:24.0	great to have you back on the show.
0:26.0	Mary, thanks for having me back.
0:28.0	I cannot believe that it is August 1st today.
0:31.0	Do you want to explain to me how we got here how that happened how the years flown by so quickly?
0:35.8	Well in common parlance Mary we blinked and here we are
0:39.7	That's that's all I can say I am searching my consciousness to see what happened in the last seven months and I'm getting
0:46.6	Nada.
0:47.6	Anything you're looking to do before the end of the year that you want monthly full money listeners
0:51.6	to hold you accountable for?
0:53.1	It's TMI but Floss Knightley. I have a dentist appointment later today and I know
1:00.2	we're going to come to a conclusion here. I'm pretty good about it but you know that last 5%
1:07.0	after 7 months that last 5% is what gets me. How about yourself?
1:12.0	Oh I wasn't even I should have known that you ever got
1:14.2	turned this question back on to me. Darn it! Darn it! I asked that you might know that I'm on an
1:20.5	improv team. I do know. We've got some show it's new to the team so we've got some
1:24.8	shows coming up so I guess I'll be there to to do that so. Well yours is a lot more
1:30.8	exciting than mine. Speaking of exciting, going to talk about earnings today, especially from AMD and Meta.
1:38.0	AMD, to be fair, reported after the bell on Tuesday, but wanted to hit that with you because I know that you are an
1:44.7	AMD fan boy. Results from that company were super strong and sent a bunch of
1:49.0	semiconductor stocks up along with it. So I wanted to touch on that. Before we get to those results,
	...

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