Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 5d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · It’s SpaceX IPO Day! · 12 Jun 2026 podcast

And it's like, okay, I'll pay for that and use that.

Now I'll integrate that into what I offer, but I'll just focus in on the hardware.

And that's actually been where the money has been right now.

And I think that's where the money could continue to be for Apple.

there's a trend that's gonna emerge.

I'm calling it now, it's called local AI.

This is basically, I'm going to start moving some of my AI compute to where I am.

And actually, Apple devices are incredibly proficient at handling that because of how they're made.

They're more energy efficient because of the ARM-based architecture.

They are the high bandwidth memory.

They can get a lot done.

So I think that Apple's gonna lean into the hardware angle and that could be where the more money is made.

Yeah, this week I'm highlighting a company called Form Factor, that is ticker symbol FORM, about a $10 billion company.

So let me set this up.

Nearly every AI chip in the world passes through a probe card before it ships out.

So basically a chip can have problems and you don't want to package up broken ones.

And so the probe cards basically check the chips for electrical problems.

Most people have never heard of Form Factor, but it's

actually one of the world's leading companies in making these probe cards, doing over $800 million in trailing 12-month revenue.

Here's what's really interesting to me.

Showing 3261–3280 of 8,197 · page 164 of 410