Magic Markets #137: BESI - Your New Semiconductor Bestie

In episode 137 of Magic Markets, we caught up with regular guest Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by.

After getting AnBro’s perspective on the latest earnings season out of the US and questioning whether the run we’ve seen this year is too much too soon, we proved that Moe isn’t as lucky as he claims and that The Finance Ghost has learnt something about technicals from Magic Markets Premium.

We then got down to the real business: a discussion on BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. It couldn’t be more different to the machine that Lightning McQueen used to fix the road in Cars. Instead, this is the little-known semiconductor stock that is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

We discussed everything from the cyclical nature of semiconductor stocks through to why “bumpy chips” are out and skinny, copper chips are the future.

We ran slightly over our new goal of 20-minute shows, but these chips are particularly tasty. Give your market knowledge a boost with Magic Markets and reap the rewards in your portfolio.

Episode 137 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

For more of our work, you can find our free shows here and our Premium library here.
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