Patrick O'Shaughnessy

speaker

17,117 appearances 113 recordings 1 series first heard Sep 2024 last heard yesterday

Patrick O'Shaughnessy’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 — 47 in all, peaking in Sep 2026 with 5.

Appearances

newest first · ▶ plays the moment

Invest Like the Best with Patrick O'Shaughnessy · Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488] · 25 Aug 2026 podcast

If I am willing to accept a slightly or moderately inferior chip, what's that market like? voice-verified

Let us into that world. voice-verified

NVIDIA voice-verified

And so it's fundamentally an arbitrage for you. voice-verified

Like if you can be much better at eking out performance from chips that have received less attention, you can then resell that at a margin and it can be a great business. voice-verified

Exactly. voice-verified

And I think that it's not the voice-verified

Just as an interlude, before we get to hardware, data centers, energy, et cetera, which will be a really fun part of the conversation, I'd love you to talk about your perception of voice-verified

the investor classes worry. voice-verified

Like you look at memory stocks, or my current favorite is you look at the chart that plots the percent of the S&P 500 that's semiconductors. voice-verified

Historically, it was like 2%, 3%, 4%. voice-verified

Now it's 19%, 20%, 21%. voice-verified

And it just sort of looks like if you're a student of market history, you get all these things through time that have sort of reached some crazy near-term peak and then collapsed back to long-term norms. voice-verified

That has all investors worried. voice-verified

A lot of people made a lot of money in Micron and SK Hynix and companies like this, but everyone feels like long-term, like computes a commodity, it will not represent a quarter or fifth of the entire market capitalization of the world. voice-verified

They're scared and that's the setup. voice-verified

Everyone acknowledges that there's a huge shortage. voice-verified

Everyone sort of feels like, ah, we'll figure it out. voice-verified

And these things will revert back down to their normal place in capital markets. voice-verified

I'm curious what you think about that narrative. voice-verified

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