Micron Technology has become one of the biggest beneficiaries of the AI boom, with surging demand for the high-performance memory needed to power AI data centres. But after an extraordinary rise in its share price, has the opportunity already passed?

In this episode of the Intelligent Wealth Podcast, Tony Byrne is joined by Awet Ghirmay and Carl Roberts to examine the investment case for Micron Technology.

They discuss Micron’s valuation and financial strength, its exposure to artificial intelligence and high-bandwidth memory (HBM), its competitive position against Samsung and SK Hynix, and why the memory-chip industry has historically been so cyclical.

They also explore some of the biggest risks facing investors, including enormous capital expenditure requirements, growing Chinese semiconductor competition and whether today’s extraordinary demand for memory can be sustained.

Finally, Tony, Awet and Carl give their individual verdicts on the question that matters most:

Would they invest in Micron at today’s price?

In this episode:

• Micron’s financials and valuation
• The extraordinary rise in its share price
• AI and high-bandwidth memory
• Micron’s competitive advantages
• The threat from China
• Samsung and SK Hynix
• Capital expenditure and cyclicality
• Whether the AI memory boom can continue
• Our final investment verdict

The Intelligent Wealth Podcast is for information and educational purposes only and does not constitute financial advice. Investments can fall as well as rise in value, and you may get back less than you invest.

Support the show

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
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Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-...
License code: C4BIIEC6POGUQVDJ

3i Group has been one of the UK's best-performing investments over the last decade, yet today the shares trade at a significant discount to their underlying value. Is this a rare opportunity or a value trap?

In this episode of The Intelligent Wealth Podcast, Tony Byrne, Awet Ghirmay and Carl Roberts take a deep dive into 3i Group (LSE: III), the FTSE 100 investment company behind one of Europe's fastest-growing retailers: Action.

We discuss the company's valuation, financial strength, management quality, growth prospects, risks and whether we would personally invest in 3i Group at today's price.

Timestamps

Topics Covered

• What 3i Group actually does
• Why Action drives most of 3i's value
• The discount to Net Asset Value (NAV)
• Historical returns and share price performance
• Dividend growth and capital allocation
• Risks associated with concentration in Action
• Whether 3i Group is undervalued today

⚠️ This podcast is for educational purposes only and should not be considered financial advice. Investments can fall as well as rise in value, and you may get back less than you invest. Always conduct your own research before making investment decisions.

Support the show

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
--------------------

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-...
License code: C4BIIEC6POGUQVDJ

Arm Holdings may be one of the most important AI companies in the world — yet most investors still don’t fully understand what it actually does.

In this episode of The Intelligent Wealth Podcast, we break down Arm Holdings (NASDAQ: ARM), the British semiconductor company whose chip architecture powers billions of devices worldwide.

From smartphones and laptops to AI data centres and cloud computing, Arm sits at the heart of modern technology. But with the stock trading at extremely high valuations, investors are now asking a critical question:

Is Arm the next Nvidia… or is the stock priced to perfection?

In this deep dive, we discuss:

• Why Arm dominates the global chip industry
• The company’s unique royalty business model
• How AI could massively accelerate Arm’s growth
• Arm’s relationship with Nvidia, Apple, Microsoft and Amazon
• Why SoftBank still controls most of the company
• The risks behind the valuation
• Would we personally invest in Arm stock today?

⚠️ This video is for educational purposes only and should not be considered financial advice. Always do your own research before investing.

00:00 Intro
01:58 Quickfire Financials
08:02 Share Price History
12:30 Pros of Arm Holdings
21:08 Risks & Downsides
29:15 Would We Invest?

#ArmHoldings #ARMStock #AIStocks #Nvidia #Investing #StockMarket #ArtificialIntelligence #Semiconductors #TechStocks #LongTermInvesting
Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

Support the show

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
--------------------

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-...
License code: C4BIIEC6POGUQVDJ