Nov 30, 2018
A look at the semiconductor market cycle, and how recent results from NVIDIA, Texas Instruments, and AMD have spooked the tech market. We look at NVIDIA’s most recent conference call where they place all the blame on what they call a “crypto hangover.” We then look at two distinct predictions about this latest semi cycle, one from JAG capital, who got it completely wrong, and another from a Supply Chain magazine that got it completely right. We finish up with a teardown of a New York Times article by Nathaniel Popper titled “5 Reasons Cryptocurrency Prices Are Plunging Again” and what he got wrong. If you enjoy our podcast, please rate and review us on iTunes. Thanks.
Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money by Nathaniel Popper - https://www.amazon.com/dp/B01D8KFX9Q/
Earnings call transcript - https://seekingalpha.com/article/4222728-nvidia-corp-nvda-ceo-jen-hsun-huang-q3-2018-results-earnings-call-transcript
Where Are We in the Semiconductor Cycle? - JAG Capital Management - https://jagcapm.com/where-are-we-in-the-semiconductor-cycle/
For Semiconductor Sales Cycles, Winter is Coming - EPSNews - https://epsnews.com/2018/10/04/for-semiconductor-sales-cycle-winter-is-coming/
5 Reasons Cryptocurrency Prices Are Plunging Again - https://www.nytimes.com/2018/11/21/technology/cryptocurrency-price-drop.html
Estimated USD Transaction Value - Blockchain - https://www.blockchain.com/en/charts/estimated-transaction-volume-usd