『229. What the Chip Happened? With Jose Najarro』のカバーアート

229. What the Chip Happened? With Jose Najarro

229. What the Chip Happened? With Jose Najarro

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In this episode, Jason and Jeff welcome semiconductor analyst Jose Najarro to unpack the current state of the AI and chip cycle. Jose explains why he views AI as an ongoing storm made of distinct waves—from consumer chatbots and coding tools to autonomous agents—and introduces "token economics" as the ultimate gauge for whether we are in an AI bubble. The trio explores why severe supply bottlenecks at gatekeepers like TSMC and ASML are actually preventing an inventory glut and extending the semiconductor supercycle. Plus, they break down why Nvidia looks attractively valued at 19x forward earnings, the growing importance of optical networking plays like Marvell, Astera Labs, and Credo, and the emerging cat-and-mouse game of AI-native cybersecurity. 02:29 Meet Jose Najarro 03:07 Jose Origin Story 05:07 Finding Investing Style 07:40 Index Core Strategy 11:00 AI Market Big Picture 11:50 AI Waves and Tokens 16:20 Bubble Risks and Bottlenecks 19:21 Supply Chain Value Chain 24:11 What Pops the Bubble 26:14 AI Bubble Warning Signs 27:46 Enterprise vs Consumer Demand 29:58 Frontier Models and Tokens 31:58 Pandora Box Cybersecurity 34:35 Where Value Is in AI 36:44 Networking and NVLink 40:32 Will AI Kill Us 44:25 Regulation and Cyber Investing 49:08 Where to Follow Jose Companies mentioned: ALAB, AMD, AMZN, ASML, AVGO, CRDO, CRWV, CRWD, GD, GOOG, GOOGL, INTC, META, MRVL, MSFT, NVDA, PANW, S, TSM Check out Jose: https://www.whatthechiphappened.com/ https://www.youtube.com/channel/UC5cEHfCr6WOE1R1zcohd1IA Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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