Travis Hoium

You can't overbuild when you can't get enough chips.

Right.

We've now seen Intel, their stock has skyrocketed, which maybe gives them the cash and the ability to invest a little bit more.

We've seen Micron and other memory companies say that they're going to build more capacity.

Now you have Musk coming in as well with $119 billion plan.

That's an area that I'm curious to hear what you think about the supply-demand dynamics longer term.

But is there any other areas for investors for either opportunities or risks as a supplier like this potentially comes into the market?

They're the reported partner with this tariff ad with the 14A, which isn't actually operational yet.

But that's the idea, I think.

Like, if you want to build... Isn't that a break on these plans, though?

Well, it definitely is going to be interesting to watch because we have the SpaceX potential IPO coming in the next couple of months, still, I think, in the plans for June.

And what happens with Tesla?

Does that get rolled into SpaceX?

Do they build out a new chip manufacturing business?

Lots to watch, and we will be covering it here.

When we come back, we are going to talk about the death of the SaaSpocalypse.

SaaS stocks actually went up this week.

We'll tell you what's going on.

You're listening to Motley Fool Hidden Gems Investing.

One of the down parts of the market in 2026, there's been some hotspots in semiconductors, in energy, but software, SaaS stocks.