The Circuit

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

This podcast episode analyzes NVIDIA's recent earnings report and discusses whether the company has reached its peak. The hosts debate the implications of NVIDIA's strong performance despite the market's lack of reaction, attributing this to already high expectations and the intense scrutiny the company faces. They de...

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Episode 105: Sanity Check on Custom ASICS?

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Episode 102: Deeeeeepseeeeeeek!

Episode 101 Part 2: Digging into TSMC Earnings

Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Episode 98: 2024 Semi Recap and Outlook Into 2025

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

In this podcast episode, the focus is on Marvell and Broadcom's Analyst Days as they navigate the fast-changing AI semiconductor market. Both companies are pivoting to meet the growing demand for customized data center solutions driven by AI technology. Marvell is emphasizing its identity as a data center leader, showc...

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI