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Earn Your Leisure

Cliff Notes: COMPUTER CHIP SHORTAGE - STOCKS THAT COULD RISE

Earn Your Leisure

iHeartPodcasts

Business News, Careers, News, Entrepreneurship, Business, Education, Investing

4.97.9K Ratings

🗓️ 19 September 2021

⏱️ 9 minutes

🧾️ Download transcript

Summary

In this Cliff Notes we talked about the computer chip shortage and the stocks that could benefit from it. #smh #marketmondays #iandunlap    


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Transcript

Click on a timestamp to play from that location

0:00.0

Troy, you were talking about today that you shipped me an article.

0:02.8

I saw an article that was interesting that everybody knows how I feel about these chip stocks.

0:09.1

Let me conduct this.

0:10.0

Yes.

0:10.4

Yep.

0:10.6

And you know, been very vocal about a lot of them.

0:15.2

And what you were saying that a lot of these tech companies, you send to articles, a lot of these tech companies are starting to

0:21.9

explore doing it themselves or at least a portion of it themselves.

0:26.6

So that's interesting because I'm my brain that would hurt the industry that's been doing extremely well.

0:35.6

Right.

0:35.9

SMH been on fire.

0:37.6

You know, the Taiwan semiconductor AMB all of these have done extremely well for the last five, 10 years.

0:46.2

So what's the deal with that?

0:48.2

Yeah.

0:48.4

So obviously, and even in November, I think on Mark of Mondays, we talked about, and it's happened already with Apple making their own M1 chip.

0:54.4

They put it in the new iPads, they put it in the new MacBook.

0:57.5

So they've made their own chip Tesla announced that they're going to be making their own chip, the dojo chip, by do, which is a Chinese version of Google has made their own chip.

1:05.8

We just put up a post last week about Google creating their own chip and Amazon working on something.

1:11.9

So it's interesting, right?

1:12.8

And I thought the same things.

1:14.4

You don't like wait, if they start making a chip, some of these companies are going to get pulled back.

1:17.2

But what they're going to do when they're making their chips, but the key is who's manufacturing the chip.

...

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