Semiconductor Investing 20: Nvidia GTC | AMD and Intel Bottom | Chips Act | ASML TSMC | Generative AI

Nvidia held its GTC event showcasing numerous AI solutions for the market. We also take a closer look at AMD and Intel Stock as there might be a bottom in Intel Stock Price. ASML TSMC and Nvidia are partnering up for CuLitho and finally generative AI solutions.

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0:00 Intro
1:11 Billy - Chip Act Update
9:20 Nick - AMD & Intel Stock Bottom?
19:32 Jose - Nvidia Greatest Salesperson DGX Cloud
28:51 Billy - Nvidia TSMC ASML
42:14 Nick - Amazon and Nvidia
50:02 Nick - Is Nvidia Making Cloud Neutral Place
55:32 Jose - Generative AI Solutions