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Description

Semiconductors are an interesting part of the investing universe so we dedicated an entire episode to them. Listen to an interview Jason did with Nick Rossolillo, one of our favorite investors who knows a lot about the semi space. Then, Jason explains the semiconductor industry to Jeff like he’s 5 years old.

Companies discussed: AAPL, AMD, ASML, INTC, NVDA, SSNLF, TSM, TXN

Connect with Nick on Twitter: https://twitter.com/nrossolillo

Check out Nick’s YouTube channel: https://www.youtube.com/@chipstockinvestor

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Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio