The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and technology analyst Evan Niu discuss emerging trends in investing.

Intel faces a whole consortium of competitors building off ARM Holdings' competing processor platform. While the handful of chipmakers rely on the manufacturing prowess of Taiwan Semiconductor Manufacturing, ARM Holdings lies at the center of the mobile processing revolution.

Evan Niu has sold bullish put spreads on NVIDIA and Qualcomm, and owns shares of Apple and ARM Holdings. Eric Bleeker does not own shares of the companies mentioned. The Motley Fool owns shares of Intel and Qualcomm; and has bought calls on Intel. Motley Fool newsletter services have recommended buying shares of Intel and NVIDIA; creating a bull call spread position in Intel; and  writing puts in NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.