This week on Prof G Markets, Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry.
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Timestamps:
00:00 - Today's number
00:17 - Today's episode
02:19 - Headlines
16:55 - Ad Break
18:16 - Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
18:31 - What do all the big players in the chip industry do and what’s the relationship between them?
20:06 - What are the main differences between types of chips?
21:55 - What went right and wrong for Intel and what does that say about the broader chip market?
25:11 - Do you think the insight about chip factories has contributed to the transfer of market cap from the chip manufacturers to designers?
27:41 - What makes Nvidia such a strong company at an operational level?
31:57 - Break
32:09 - Who is winning and losing the chip wars on a geopolitical level?
34:32 - Who stands to benefit from the need for power?
36:28 - How do you analyze the strengths and weaknesses of the companies in this industry?
39:15 - Are you concerned about the seemingly volatile valuations of these companies?
42:50 - What advice would you have for young people who want to get into the semiconductor industry?
45:54 - Break
46:03 - Algebra of Wealth
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Headlines:
Disney board to announce Bob Iger successor in early 2026: 'A critical priority'
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Netflix rose 11% after third-quarter earnings beat
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Hugh Hefner’s Son Offers to Buy Playboy Brand for $100 Million
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