This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.

There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU) and why Mule loves Discord. 

You can easily tell the passion Mule has for the semis space and its various end-markets. Check out the time-stamp below: 

We can't wait to have Mule back on the show and are extremely humbled to host their first-ever podcast appearance. 

If you liked this podcast and want to learn more about Mule, check out the following links: