# Don't sleep on (analog) semiconductors

Page: https://stenobird.com/podcast/investing-experts-5798955/don-t-sleep-on-analog-semiconductors
Text version: https://stenobird.com/podcast/investing-experts-5798955/don-t-sleep-on-analog-semiconductors.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-09-22T18:45:36+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:dont_sleep_analog_semiconductors
Audio file: https://api.spreaker.com/download/episode/75302858/utf_8_q_alex_k_ie_9_22_9_22_26_12_25_e2_80_afpm_mp3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/don-t-sleep-on-analog-semiconductors
Duration seconds: 2433

## Resource

Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20) Show Notes: Don't Sleep On Software Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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