Best Aapl Podcasts (2025)

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EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI! 38:47

6d ago38:47

38:47

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both gro…

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Episode 124: The State of The Japanese Semiconductor Industry 43:42

18d ago43:42

43:42

In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, focusing on key players like TSMC and Rapidus. They explore insights from Metzler's recent trips to Japan, the challenges of talent acquisition, and the broader implications for global semiconductor co…

1
EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0 40:37

26d ago40:37

40:37

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. T…

1
Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0 37:34

1M ago37:34

37:34

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also hi…

1
Episode 121: Stop Talking about SAM Please 30:33

1M ago30:33

30:33

In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conver…

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Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more 43:07

2M ago43:07

43:07

In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia's revenue. They explore the differences between consumer and enterprise workloads, the role of financing in AI server sales, and the challenges of rea…

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Above Avalon Episode 190: A Quick Update and Introducing An All-New Podcast 9:57

2M ago9:57

9:57

Show Notes: Above Avalon Discord invite: https://discord.com/invite/GedGApVn4u Check out AVALON’s new minisite: https://www.aboveavalon.com/avalon Check out a quick video recapping my AVALON announcement here (YouTube) or here (AboveAvalon.com). Listen to AVALON by becoming a subscriber (no Above Avalon membership is required, although members rece…

1
Terry Thayer Owner of Thayer Homes, Unconventional with Bill Tessar 009 53:21

2M ago53:21

53:21

In this episode of Unconventional with Bill Tessar our host sits down with Terry Thayer, Owner of Thayer Homes, to talk about his journey from working as a carpenter in his father’s business from a young age to building a company of his own alongside his wife and daughter (full circle moment)! Terry shares how early lessons from his dad laid the fo…

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Episode 119: Computex, Google I/O, Dell Tech World, and more 37:15

2M ago37:15

37:15

In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors on the tech industry. They also delve into Google's recent innovations at I/O, the challenges of monetizing AI, and the evolving landscape of consumer A…

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Mastering the Pivot: Aaron Gray's Path in the Energy Sector 32:11

2M ago32:11

32:11

Send us a text Navigating Career Pivots in the Landman Industry: Featuring Aaron Gray In the latest episode of the Landman Pivot podcast, host and pivot coach Ryan Fairbanks interviews Aaron Gray, an experienced Landman with roots in Wyoming, who recently transitioned to an in-house role in Houston. The discussion covers Gray's professional journey…

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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's 32:59

2M ago32:59

32:59

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversati…

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Apple Quarterly Earnings Calls - PSA 0:16

2M ago0:16

0:16

Receive the next Apple earnings call recording when it is posted.

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Episode 117: Talking Apple in China with Patrick McGee 46:53

2M ago46:53

46:53

In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in Chi…

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Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis 52:03

2M ago52:03

52:03

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's div…

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Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates... 38:04

3M ago38:04

38:04

In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry develop…

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Meredith Hawkins, Founder of MH Luxury Rental Homes & Creator of the nonprofit, GIVE - Unconventional with Bill Tessar #008 1:04:07

3M ago1:04:07

1:04:07

In this episode of Unconventional with Bill Tessar, we sit down with Meredith Hawkins—a powerhouse entrepreneur, real estate investor, and philanthropist—who’s rewriting the rules of success. Meredith shares how she built a portfolio of high-end rental properties across the globe, used strategic debt as a tool for financial freedom, and crafted a l…

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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings 45:11

3M ago45:11

45:11

In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also…

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Episode 113: Talking DSPs with CEVA CEO Amir Panush 38:11

3M ago38:11

38:11

In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor industry, and the importance of digital signal processing (DSP) technology. They explore Siva's market segments, customer base, and the company's value proposition compared to competitors like ARM. The disc…

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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? 1:02:55

3M ago1:02:55

1:02:55

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

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Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston 28:51

3M ago28:51

28:51

In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products. They discuss the new culture shift at Intel, how Intel can use this new approach to compete and innovate in AI, how to invigorate x86 and Intel Architecture, and the opportunity for both product and foundry in the chiplet era.…

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Episode 111: Talking Chips and Wafers with Chips and Wafers 55:06

4M ago55:06

55:06

In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance of both qualitative and quantitative analysis in understanding market trends, the challenges of data collection, and the unique insights their company …

1
Episode 110: NVIDIA's Identity Crisis 41:45

4M ago41:45

41:45

In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the keynote, the crowded atmosphere, and their disillusionment with the lack of new AI demos. The conversation delves into Jensen Huang's defensive stance …

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Ep 464. Buffett’s Playbook: Past and Present 1:03:45

4M ago1:03:45

1:03:45

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

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Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons 48:17

4M ago48:17

48:17

In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative models and unique approach to AI development. They discuss the origins of Deep Seek, its self-funded nature, and the implications of its advancements in the context of geopolitical constraints. The conver…

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Tony Watson, Managing Partner at Robert Hall & Associates, Unconventional with Bill Tessar 1:06:35

4M ago1:06:35

1:06:35

What's one thing that we all have in common? Taxes. Just in time for tax season, our CEO sits down with Tony Watson, Managing Partner at Robert Hall & Associates to talk tax strategies, predictions for the new administration, and so much more in this month's episode of Unconventional with Bill Tessar. Like a good book you can't put down or a show y…

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Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices 46:07

4M ago46:07

46:07

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom o…

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Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise) 37:59

5M ago37:59

37:59

In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze the current state of Nvidia's business, including product segmentation, enterprise demand, and geopolitical factors affecting the market. The conversatio…

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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders 1:12:49

5M ago1:12:49

1:12:49

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

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Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings 42:50

5M ago42:50

42:50

In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology…

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Good Things GROW Together with Jeff McManus 47:59

5M ago47:59

47:59

Send us a text Introduction to Jeff McManus [00:00:53] Ryan: So today on the Landman Mastermind group we have author and speaker Jeff McManus. Overview of Jeff's Books [00:00:59] Ryan: He's the author of The book, Growing Weeders into Leaders and also, you have another book, Jeff. It's, is it Cultivating? [00:01:08] Jeff: Cultivate. [00:01:09] Ryan…

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Eddie Wilson CEO of Think Realty and AAPL Chairman, Unconventional with Bill Tessar #006 1:02:55

5M ago1:02:55

1:02:55

In this episode of Unconventional with Bill Tessar, we're joined by Eddie Wilson, CEO of Think Realty and Chairman of American Association of Private Lenders. He shares his story and insights into the world of real estate and business. From over 4,000 doors as a real estate investor to successfully exiting more than 120 businesses, Eddie's story is…

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Episode 105: Sanity Check on Custom ASICS? 41:50

5M ago41:50

41:50

In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the ofte…

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Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady 44:11

5M ago44:11

44:11

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciat…

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Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate! 55:46

6M ago55:46

55:46

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to AI and the semiconductor industry. They analyze Microsoft's approach to AI, Meta's success in monetizing AI, Apple's challenges in the current market, and Intel's uncertain position in the semiconducto…

1
Episode 102: Deeeeeepseeeeeeek! 42:09

6M ago42:09

42:09

In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and the future of AI infrastructure investments. They explore the efficiency of DeepSeek's training methods, the skepticism surrounding AI valuations, and the potential of ambient agents in AI development.…

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Episode 101 Part 2: Digging into TSMC Earnings 30:21

6M ago30:21

30:21

In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and cust…

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Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations 43:05

6M ago43:05

43:05

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape of US-China technology relations, particularly focusing on semiconductor restrictions. Schneider provides insights into the recent regulations imposed by the Biden administration, the motivations behi…

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Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point 42:51

6M ago42:51

42:51

In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements…

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Bo Belmont CEO & Founder of Belwood Investments, Unconventional with Bill Tessar #005 56:39

6M ago56:39

56:39

In this episode of Unconventional with Bill Tessar, we're joined by Bo Belmont whose journey to success is anything but ordinary. Bo shares how a life-altering event—his incarceration—became a turning point, fueling his drive to redefine success and create opportunities for others. He dives into how he used his real estate expertise as a tool to ke…

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Episode 99: Semis Outlook for 2025 - Bullishness Remains 42:51

7M ago42:51

42:51

In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of AI on various sectors. They explore the implications of the upcoming Consumer Electronics Show (CES), the potential for growth in semiconductor stocks, and the importance of software revenue in AI dep…

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AAPL Stock: February 10, 2025 ATH Prediction 8:49

7M ago8:49

8:49

AAPL Stock: February 10, 2025 ATH PredictionBy pnncapitalus

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Episode 98: 2024 Semi Recap and Outlook Into 2025 36:44

7M ago36:44

36:44

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semicondu…

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Leadership Evolution: Harnessing Experience for New Thinking with Jennifer Harshman 23:24

7M ago23:24

23:24

Send us a text Chapters 00:00 Introduction to the Landman Pivot Podcast 00:41 Meet Jennifer Harshman: Editor and Publisher 01:12 Leadership and Personal Development 02:48 Jennifer's Journey into Editing 04:11 Writing and Publishing Insights 08:21 The Importance of Purpose 10:16 Challenges Authors Face 15:36 Encouragement for Aspiring Authors 21:16 …

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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!! 51:49

7M ago51:49

51:49

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications …

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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices 1:14:36

7M ago1:14:36

1:14:36

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…

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Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value 46:13

8M ago46:13

46:13

In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves…

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Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over) 40:15

8M ago40:15

40:15

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the im…

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Navigating the Industry: New Perspectives from Michelle Smith 35:24

8M ago35:24

35:24

Send us a text Chapters 00:00 Introduction and Guest Welcome 00:29 Michelle's Journey into Oil and Gas 03:38 Career Growth and Industry Insights 06:03 The Quiet Companies and Mineral Interests 08:43 Building Relationships and Making Connections 13:57 Personal Growth and Mentorship 16:41 The Importance of Fossil Fuels 19:44 Adapting to Change and Fu…

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