THE GREAT SEMICONDUCTOR SHIFT

By: Bryce Smith, Cody Willard

Narrated by: Virtual Voice

A multi-trillion-dollar revolution is happening in the semiconductor industry—The Great Semiconductor Shift—and nobody is even aware of it. Most analysts and industry experts are missing quite possibly the biggest semiconductor trend of this century. Big tech companies like Apple, Google, Microsoft, Tesla, Amazon, and others are designing more of their semiconductors in-house, rather than relying on chipmakers like Broadcom, Qualcomm, Intel, and even NVIDIA. Why? The tech giants have the scale and capability to design application-specific chips, at lower costs, that dramatically improve the quality of their products when compared to products that utilize chips designed by third parties. This massive Revolution is already well underway. The question is: is your portfolio prepared for it?

In this book, you will find detailed analyses of 46 of the most valuable semiconductor companies on the planet. We provide our outlook for each company, incorporating decades of combined experience analyzing technology stocks, and picking winners like Apple, Tesla, Meta, Google, and NVIDIA years before they went mainstream. As industry outsiders, our insights and analyses are distinct from the conventional wisdom of Wall Street. Don’t hesitate, start reading, and more importantly, start making money right now!