In this video, Jose Najarro and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks. A few chip stocks in this video are TSM Stock Warren Buffett Berkshire, Nvidia, AI Stocks, Arista Network Stock, and AMD Stock. This video offers valuable insights and analysis on the semiconductor sector.

A portion of this video is sponsored by The Motley Fool.
Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 379% as of 1/24/2023 and measured against the S&P 500 returns of 113% as of 1/24/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.

Jose has a position in $AMD $NVDA $MSFT $META $QCOM

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00:00 Intro
01:15 [Jose] TSMC Monthly Numbers & AI Battle
08:16 [Jose] Warren Buffett Sold TSMC? Bad News For Semi Stocks?
14:54 [Nick] GlobalFoundries & Legacy Auto
24:17 [Billy] Memory Market Turning?
34:17 [Jose] Big Tech Chip Battle
38:57 [Jose] Nvidia Concerns
50:18 [Billy] KLIC Earnings
59:14 [Nick] ANET Earnings
1:06:46 [Jose] AMD Market Share Updates