Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why ... Show More
Yesterday
Biotech Beat NVIDIA in 2025. Can It Do It Again?
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025? Karl Thiel, Tom King, ... Show More
24 m
Jan 31
Two Retirement Experts Discuss How They’ll Decide When to Retire
After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are near retirement age, about how they’re approaching the decision of when to call i ... Show More
24m 13s
Feb 2025
ASML CEO: EUV Technology, Microchips and Long-term Mindset
<p>In this episode, Nicolai Tangen speaks with Christophe Fouquet, President and CEO of ASML - the company that makes the ultra-sophisticated machines needed to produce the world's most advanced computer chips. They discuss ASML's groundbreaking technology, the fut ... Show More
59m 47s
Jul 2023
Lyft (Ticker: LYFT) Not So Deep Dive
<p>Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we ... Show More
51m 5s
Nov 9
"Sell the alpha, not the feature": The enterprise sales playbook for $1M to $10M ARR | Jen Abel
Jen Abel is GM of Enterprise at State Affairs and co-founded Jellyfish, a consultancy that helps founders learn zero-to-one enterprise sales. She’s one of the smartest people I’ve ever met on learning enterprise sales, and in this follow-up to our first chat two years ago (coveri ... Show More
1h 21m
Sep 2025
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was still the eBay of Latam, and similar to a place that you revisit after a long time awa ... Show More
1h 13m
Nov 13
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m
Sep 2025
Ariel Kelman (Salesforce) | Leading the Charge in AI Innovation
<p>Fall is here, which means back to school, football season, crisp apples, and the world’s biggest blend of tech conference and music festival: Dreamforce. Now in its 22nd year, Dreamforce 2025 returns to San Francisco on October 14th to the 16th, featuring headline speakers lik ... Show More
51m 54s
Dec 2024
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ... Show More
41m 30s
Oct 2025
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.3 ... Show More
1 h