The Next Intel and The Next NVIDIA

Looking for the next Intel and the next NVIDIA all rolled into one ball of massive return that will not only get you out of your parent's house but also put a Lambo in your driveway, up your game, and only have you nailing 8s and above? Head over to Reddit with that pipe dream soldier. This here is reality.

You might be asking, is NVIDIA the next Intel? That happened a long time ago. The better question to ask is this. If I were so inclined to want exposure to semiconductor stocks, what's the best one I might own while taking into account my tolerance for risk? We comb through one of the largest semiconductor ETFs to find the next Intel, the next NVIDIA, call it what you will. From 39 semiconductor names to just 5, here are the best semiconductor stocks based on our subjective and objective analysis.

RESEARCH PIECES USED IN THIS VIDEO:
1. Finding the Next Great Semiconductor Stock
2. Finding the Best Semiconductor Stocks
3. A Simple Valuation Ratio for Disruptive Tech Stocks
4. How to Get Stock Prices in Excel for Free

CHAPTERS:
Intro
39 Semiconductor stocks
Excluding large semiconductor stocks
Excluding small semiconductor stocks
Excluding old semiconductor stocks
The next Intel or NVIDIA
Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

#intelgraphics #semiconductor
#nvidia $NVIDIA
#semiconductorstocks

[joepiv]

If you subscribe to our channel using the below link, we'll be able to buy some Top Ramen to feed our hungry MBAs. 🍜

[michaelo]

Absolutely great video! Really like this format and the practical run through

[stefanopicinich]

This is probably amongst the top 3 videos you ever made. “Teaching how to fish”: exactly!!!

[stevedaraska]

Your excel tutorial was so helpful, and as always, you are so generous with your knowledge

[waterbearinvesting]

Credo is an interesting pick if you're looking at the datacom market with chiplet interconnect optionality. The first 5 decades of semiconductors is more or less characterized by node migration. I think the next 5 will be about chiplets and compound semiconductors, and I think Alphawave Semi (chiplets) and IQE (compound semi) are the most important pure play leaders.

[EzraWildes]

Thanks!
Curious what u think of the software component of nvdia- omniverse, autonomous driving, etc in terms of future growth for the company? Relatedly, do you never continue to invest in megacaps, even if you think there is significant growth potential?

[rickyd]

Works for me. Thanks for the analysis.

[AlphavQuebec]

Have heard from sources Intel is actually downscaling its sites and production.
While US sites get the new machines (US government backed) the machines they replace are sent to other intel sites; e.g. Ireland.
Still curious how Intel's downscaling will impact mobileye etc.

[piratehussam]

Other small cap names to look into in the semi industry are: NVMI, PLAB, CAMT, Qualitau and Telsys

[ravimachado]

Hi, I enjoy your videos. Im not a subscriber but thinking of subscribing. Before doing so, are you sharing with your subscribers which two companies did you narrow down? Also, what’s the benefits of being a subscriber? Thanks

[TheMrSlyxx]

I'm almost 100% sure the next one of these is something you told your viewers not to buy.

[justiceofthecross]

My pick would be MPWR, I think long term it will not look so diluted.

[Enim]

No audio, I can't hear any sound. Thank you

[josephspinella]

Hello, I heard your comment regarding Mata Materials. I understand that the story is not matched by their numbers. But I've been following them for the past year, if they could survive, they remind me of Corning.

[szymonsztuka]

What if next Intel is just AMD and TSM ?

[MrMentalpuppy]

Asml is unstoppable! The next Nvidia and Intel is google 😆 The God of all tech and most likely to produce an agi lol

[JADiaz]

Navitas looks interesting. Really young company. Noob investor here lol

[Jamesx]

Trimming NVDA?? Right before the AI Revolution. You've done incredibly well and yet have been incredibly unlucky in your timing. NVDA will be a multi trillion dollar company in the next few years. Let your winners ride. (He says, with the benefit of hindsight!).