Episode 25: AMD, Lattice, and Arista Networks – 3 Top AI Buy-and-Hold Stocks For the Next Decade?

Earnings season continues, and AI continues to be a hot topic! Equally hot stock AMD reported earnings, and it looks like the company's work in AI is not going to narrow the gap with Nvidia like many shareholders had hoped. This shouldn't have come as a surprise. Nick and Kasey explain why, but why AMD is still in great shape anyways. Meanwhile, small chip designer Lattice Semiconductor continues its sequential sales growth and profit margin expansion streak. The little business competes against heavyweight AMD (specifically, AMD's Xilinx acquisition) as well as Intel in the FPGA chip department. Kasey talks about what she likes most about this small growth stock. And Nick breaks down another stellar quarter from Arista Networks, headed up by underrated and :underfollowed CEO Jayshree Ullal. Arista is only just beginning to report ramp-up in design and infrastructure upgrades from generative AI, as well as work it's contributing to the new Ultra Ethernet Consortium (of which AMD is also a founding member). Pay close attention to Arista Networks. All of this and more as Chip Stock Investor discusses three of its top tech and semiconductor stocks for the next decade.
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction 👇 https://ko-fi.com/chipstockinvestor In this video we used data, charts and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Nicholas Rossolillo owns shares of Lattice Semiconductor, AMD, & Arista Networks.