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Asit Sharma

👤 Speaker
642 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

On the third day, we

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

took a taxi.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

Taxis are very cheap in Bombay, Mumbai, as it's called today.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

And so, this one driver just sort of clung to us.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

We would come out of a store, he'd still be there, like, can I take you to the next place?

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

What's interesting about this story is, he had these beautiful Ferrari decals on his iconic blue, old-school Mumbai taxi.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

It's such an

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

aspirational brand wherever you go.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

People love Ferrari.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

Let me go to my choice, though, for 22-year-old.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

I'm going to go out on the risk spectrum as you did some, Travis.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

This is a company called Estera Lab, symbol A-L-A-B.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

This is a semiconductor company, a smaller player that supplies interconnectivity components to businesses that work within data centers.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

It helps speed up signals

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

between GPUs, CPUs, and different parts of the data center.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

They also are working on a next-generation technology which allows different components on a server rack to pool their memory.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

Every GPU, CPU contributes memory to one pool, and it makes it a much smarter rack.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

That's their next stage of technology.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

It is a volatile business.

Motley Fool Hidden Gems Investing
Black Friday’s Best Stock Gifts and Investing Lessons

It's going to be up and down.