Cliff Notes: COMPUTER CHIP SHORTAGE - STOCKS THAT COULD RISE
Earn Your Leisure
iHeartPodcasts
4.9 • 7.9K Ratings
🗓️ 19 September 2021
⏱️ 9 minutes
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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
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| 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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