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In this video we go over the semiconductor shortage, how it happened, and how it may soon turn into a historic semiconductor glut.
0:00 - 1:43 Intro
1:44 - 2:55 Masterworks
2:56 - 5:24 Chip shortage
5:25 - 7:30 Chip hoarding
7:31 - 8:20 New capacity
8:21 - 10:24 Chip glut
10:25 Long-term outlook
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#Wallstreetmillennial #semiconductor #nvidia

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By Stock Chat

where the coffee is hot and so is the chat

28 thoughts on “The impending semiconductor collapse”
  1. Avataaar/Circle Created with python_avatars FlyMc17 says:

    One thing is for sure…Jim Cramer is full of sh**

  2. Avataaar/Circle Created with python_avatars Paul Pena says:

    Another big driver for semiconductors is WAR.

  3. Avataaar/Circle Created with python_avatars jrme421 says:

    ps5 still double price though

  4. Avataaar/Circle Created with python_avatars Siddhaa L says:

    Hi, You are doing a great work and I have a great amount of admiration about all your work.
    But I have a different take on this, I believe that Semiconductor Industry may not give good or any retunes in long team, since Government's across the Globe have realized the importance of Semiconductor and the need for self-dependence on it, hence these Government's have invested heavily in this sectors, which in turn will lead to increased supply of the good in the market which will dramatically affect the product price thus the stock`s will tank a lot.
    Once again, Thank you very much for the all the great work you are doing, please accept my granitite from Bangalore (India).
    Regards, Sid.

  5. Avataaar/Circle Created with python_avatars Doug Sheldon says:

    Kramer? Say no more.

  6. Avataaar/Circle Created with python_avatars Johnny Boy says:

    Masterworks has him by the balls 😂

  7. Avataaar/Circle Created with python_avatars Thick CHeeks says:

    Wait for a confirmed bottom, I don't know shit about fuck, this IS financial advice!

  8. Avataaar/Circle Created with python_avatars Eric Bosken says:

    Fwiw, the increased demand for GPUs was not caused by Bitcoin miners. Nobody uses GPUs to mine Btc. Ethereum miners are the ones who drove up GPU demand (though Ethereum mining no longer works on GPUs).

  9. Avataaar/Circle Created with python_avatars Chivas Owle says:

    I don’t object to ads but man that ad read is just too much.

  10. Avataaar/Circle Created with python_avatars Kurt Walker says:

    Personally, you and other finance channels lose a lot of credibility with me pushing this masterworks scheme.

  11. Avataaar/Circle Created with python_avatars CoolBananaBoy says:

    LOL – Jim Cramer, 100% record of being wrong.

  12. Avataaar/Circle Created with python_avatars hugh mungus says:

    You know what doesn't help Semi stocks recover? Blocking sales to the largest consumer of semiconductors; china.

  13. Avataaar/Circle Created with python_avatars eugene clark says:

    <Most beginners believe that investing in crypto and stock is all about holding till it rises, with the recent crash in the market and recession. We should know that long term price predictions are very difficult to achieve. It's better to trade short term and make profit.

  14. Avataaar/Circle Created with python_avatars Kuisine says:

    I hear “fine art” i skip the next 30 seconds 😂

  15. Avataaar/Circle Created with python_avatars MrRedsjack says:

    Any prediction on the bottom time for semiconductors stocks?
    How much drop are we still in before a bottoming out?

  16. Avataaar/Circle Created with python_avatars xcab66 says:

    Well I managed to get my Xbox Series X after a long wait, so I'm happy.

  17. Avataaar/Circle Created with python_avatars Belle says:

    Vehicles run just fine without a computer. Even better, actually. Just one less repair expense. Cars can be designed and built without a computer, and they should. Free up components for computing devices.

  18. Avataaar/Circle Created with python_avatars Roland Lawrence says:

    silicon is going to get cheaper. always does. like you say.. prices are back to pre fed cash pumping of a few years ago… this is quite good as its already unwound the nuts P/E that the rest of the S&P has to go through. no chance that the bottom is in. buying while still going down is a risky and bally move. wait for the start of a reversal. you might miss a few % points but you will protect your capital.

    as for new fabs, they will be more highly automated than ever before. so intel is right to ditch 1000s of staff. they are just not needed anymore in a highly automated factory. their profit margins are still pretty high. over 50%. ratios that other sectors would dream of.

  19. Avataaar/Circle Created with python_avatars Guhun Son says:

    I'm sure another comment has already pointed this out, but GPUs are NOT used to mine Bitcoin (though I guess you could use them if you want to waste electricity and make negative returns).

  20. Avataaar/Circle Created with python_avatars djayjp says:

    For an industry that moves as fast as semis, in terms of technological progression and rates of obsolescence, you simply NEED a just in time inventory system.

  21. Avataaar/Circle Created with python_avatars Matthew Trzcinski says:

    As better semiconductors come into data centers, the fewer chips they need

  22. Avataaar/Circle Created with python_avatars VanessLife Tag Force Special! :* says:

    Despite all this bad news, Semiconductors are essential to what we do these days and to do the future as well. I'm sure there's room to invest after it falling so far into the red.

  23. Avataaar/Circle Created with python_avatars Kevin Barry says:

    The semiconductor industry has always been boom or bust

  24. Avataaar/Circle Created with python_avatars Vib says:

    The semi shortage is in the low end chip market. Not in the PC market. Think the CPU in your microwave, this is where the shortage is. So things like PC shipments have absolutely nothing to do with it. You should do further research on the topic

  25. Avataaar/Circle Created with python_avatars wishsrdk says:

    Wall Street millennial is so wrong so often. Just check out his previous adice videos. He is very clueless

  26. Avataaar/Circle Created with python_avatars Dope Music says:

    I'm so happy I recently found this channel. I'm bingeing on all of your old ones.

  27. Avataaar/Circle Created with python_avatars pilipinas aking mahal112 says:

    I just like AMD. Coz my whole family (whole family on my side and my wife's family too) uses it. All AMD.

  28. Avataaar/Circle Created with python_avatars Dries Analog says:

    On the mid and long term it will all be fine.

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