E23 w/Trading Places Research: The Arm IPO
Update: 2023-09-14
Description
My guest today is Trading Places Research, a fellow SA contributor and a real connoisseur of AI and the technology that powers it.
TPR knows chip companies with incredible detail, which is why he came on today to discuss the Arm IPO.
ARM sits at the heart of almost all chip manufacturing, which is why this IPO is incredibly important.
But should investors buy ARM and what does this mean for other chip companies?
All this and more were discussed in the interview.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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