On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze AMD's earnings, Palantir's soaring valuation, and Lattice Semiconductor's market position. They also touch on quantum computing developments and AI server market dynamics. Throughout the episode, Newman and Moorhead engage in friendly banter, share personal anecdotes, and offer candi...
