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The Circuit
Podcast On the Business of Semiconductors
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The Circuit
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bullish
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DeepSeek
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29 Jan 2025 15:07
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Podcast
Episode 102: Deeeeeepseeeeeeek!
Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...
The Circuit
426 Views
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bearish
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Thematic (Sector/Industry)
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22 Jan 2025 14:17
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Podcast
Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations
Jordan Schneider discusses the new AI technology restrictions in China, including the tightening controls on semiconductor manufacturing equipment...
The Circuit
317 Views
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bullish
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Thematic (Sector/Industry)
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07 Jan 2025 13:42
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Podcast
Episode 99: Semis Outlook for 2025 - Bullishness Remains
Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...
The Circuit
597 Views
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bullish
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Thematic (Sector/Industry)
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23 Dec 2024 14:18
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Podcast
Episode 98: 2024 Semi Recap and Outlook Into 2025
The discussion focused on the semiconductor industry, particularly Nvidia's performance, with questions raised about its future growth and...
The Circuit
442 Views
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bullish
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Thematic (Sector/Industry)
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16 Dec 2024 13:49
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Podcast
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...
The Circuit
185 Views
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