Elon Musk, Chip Giant?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 8 May 2026

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss: - Musk’s chip dreams - SaaS recovery - What technologies will survive the next decade? - Stocks on our radar Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA). Host: Travis Hoium Guests: Dan Caplinger, Tim Beyers Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Do we have a new chip company in town? Welcome to Motley Fool Hidden Gems Investing.
0:09.7	Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoyum, joined today by Dan Kaplaner and Tim
0:15.4	Byers. And guys, I think we've got to start with what I think was one of the wildest news items of the week.
0:23.9	TSM has been this break on this AI CAPEX spending for years at this point.
0:30.2	But now Elon Musk is saying, hey, we need more chips.
0:33.7	We need more capacity.
0:34.7	I am willing to put up to $119 billion into becoming now not just an
0:41.8	EV company, not just a satellite company, not just an AI company, but also a chip company.
0:48.3	Tim, I want to start with you. What in the world is going on here? Because it seems like Chips is one of these businesses that is really hard.
0:56.6	I mean, Intel has not gotten this right over the past decade.
1:00.0	And suddenly Musk comes in and do we have a new player in town in the chip game?
1:05.1	It's a floor wax and it's a dessert topping, you know, for those who remember their 1970s SNL references.
1:11.9	I mean, it's, it's, no, I mean, look.
1:14.0	I've got to look that one up.
1:15.0	There is, there is nothing that Elon Musk thinks he can't do.
1:19.1	And so here we are.
1:20.3	Now, to be fair to him, what he believes is that in a order to serve all of his various
1:26.1	businesses, he needs compute.
1:28.7	And he needs compute at scale.
1:30.3	He needs it for SpaceX.
1:31.7	He needs it for Tesla.
1:33.1	He needs it for X-A-I.
	...

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