Operators Dashboard

@FoolAllTheTime: All Things Semiconductor Investing


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.

Time-Stamp

  • [0:00] What got Mule into Semiconductors?
  • [4:00] Moore’s Law is Dead
  • [8:00] @FoolAllTheTime Alpha
  • [10:00] Discord
  • [15:30] Heterogeneous Compute
  • [22:00] CPU, GPU, FPGA, ASIC for AI?
  • [27:30] NVIDIA and ARM
  • [31:00] Google’s TPU
  • [37:00] AI and First Move Advantage
  • [39:00] INTEL ($INTC) a Value Trap?
  • [48:00] Lam Research ($LRCX)
  • [57:30] Common Questions about Semiconductors.
  • [1:04:20] Where to find semiconductor ideas?
  • [1:06:00] The CDT Hike
  • [1:08:00] More about @FoolAllTheTime
  • [1:10:00] Closing Questions

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.

Where To Find @FoolAllTheTime

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.**

Picture of Brandon Beylo

Brandon Beylo

Senior Partner at MO, PM at Foundation Capital, lead value investor, ValueHive podcast host, and a tennis nut. https://www.x.com/marketplunger1

Related Posts

Navigation
Contact
Facebook-f X-twitter Linkedin-in

An Unparalleled Investment Research Community For Traders and Investors.

All content in this page, on our website, all emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information and educational purposes only. NOT INVESTMENT ADVICE. Click here for full disclaimer.

© 2024.  | All Rights Reserved.

Subscribe To Our Newsletter

Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

Linkedin-in Twitter

AK

Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Youtube

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Linkedin-in Twitter

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.

Linkedin-in Twitter