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Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry.
Check out Prof G Markets in Spanish and Portuguese on Youtube.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
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By Vox Media Podcast Network
4.3
10801,080 ratings
Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry.
Check out Prof G Markets in Spanish and Portuguese on Youtube.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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