Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.

Appearances

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The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

It really helps other people find the podcast too. voice-verified

Now, back to the episode. voice-verified

Let's talk about semis, because as you said, you were specifically a semis analyst. voice-verified

You grew up in Sparta, as you just said, and obviously have been right and ahead on understanding a lot of the pie would go in that direction. voice-verified

Is NVIDIA still the name, the number one? voice-verified

Am I right, it's 18% of the fund? voice-verified

And you mentioned there, and we discussed this with Dan Niles a few weeks ago, the shift from GPUs being in the most prominent kind of demand to CPUs. voice-verified

He kind of framed that, I think, as saying it's not bad for NVIDIA, but it doesn't make them the number one in the same way. voice-verified

How do you frame that? voice-verified

So I think they can all do well. voice-verified

So that's really interesting to explain that to me as a layman that so AMD, Intel really well placed in the CPU space, CPUs are more in demand this year than they were last year, those stocks have taken off. voice-verified

Nvidia, because they're so brilliant, have pivoted from making the best GPUs to now making also one of the best CPUs. voice-verified

Is that what you're basically saying? voice-verified

Just dwell on Arm for me for a second because it's funny. voice-verified

We had René Haas on in January. voice-verified

Really loved that episode. voice-verified

And I reposted it recently because they just crossed to become – voice-verified

the biggest British company, $375 billion market cap. voice-verified

And then by the time two days passed, it's actually like $420 billion. voice-verified

I was going to say that sounds low. voice-verified

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