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Talking Tech - Episode 8
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George O'Connor and Ian Robertson catch up on recent Tech News, discussing stock and sector rotation in tech and the semiconductors industry.
Having reviewed Allianz Tech Trust and Polar Capital Tech Trust recently, George looks at divergent performance in the sector and the big focus and interest in semiconductors. And with so much going on but so little clarity in the sector, Ian questions whether now is the time to start looking beyond the Mag 7 for AI plays (to a Mag1000?) and finds this might require something of a whack-a-mole approach. He also discusses ASML (see recent Talking Tech Insight) and considers how, when and whether the wider semiconductor industry will follow Nvidia’s path.
Companies mentioned:
CML Microsystems, HSW Hostel World, RPI Raspberry Pi, Nvidia, Travel Tech, AirBNB, Equinox, Rackspace, Data Analytics, ThoughtWorks, Palantir
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If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.
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