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Welcome to Episode #172 of Stock Club with Michael O’Mahony, Anne Marie and Emmet Savage. In this episode we explore the world of CPUs and GPUs, and how to navigate this complex landscape in the face of burgeoning competition. We dissect the growth trajectory of ARM and delve into the intriguing historical con job of Pixelon.

Pixelon, a company that once promised to revolutionise streaming video ended up as one of the most infamous tech startup disasters of the late 90s. This tech startup catastrophe will keep you on edge as we investigate the aftermath and the sudden disappearance of founder, Michael Fenne, when law enforcement came knocking.

We shift gears to dissect Arm, a critical player in the chip-making industry. We’ll break down its role, its face-off with heavyweights like NVIDIA and Qualcomm, and the rollercoaster journey to its IPO. Navigating through the labyrinth of SoftBank's acquisition of Arm, we tease out the implications for the tech frontier. 

We wrap this episode with Adyen, a Dutch payments firm that saw a meteoric rise but recently faced a substantial setback. We dive into the complexities of their growth strategy, the challenges posed by competition, economic forces, and the changing landscape of the online payment industry. 

Whether you're a seasoned investor, a curious learner, or simply intrigued by the forces shaping our economies, this podcast promises to be your ultimate guide.

Make sure to like this video and subscribe to MyWallSt on YouTube for more investing content.

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(00:00) Preview

(01:25) Vodafone Business

(04:34) Pixelon: Silicon Valley's Biggest Con Job

(11:55) Where is Michael Fenne?

(21:54) SoftBanks Backs Chip Designer Arm

(25:10) What Happened to Arm's old investors?

(35:16) Adyen's $20 Billion Dollar wipeout

(43:56) Vodafone Business

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