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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:
