Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade.
Travis Hoium, Dan Caplinger, and Tim Beyers discuss:
- Musk’s chip dreams
- SaaS recovery
- What technologies will survive the next decade?
- Stocks on our radar
Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA).
Host: Travis Hoium
Guests: Dan Caplinger, Tim Beyers
Engineer: Dan Boyd
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