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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)

Value Hive Podcast

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Semi-Cap Is a Better Bet or Play, Right?

Over 30% of sales this last quarter was into China, which is the most it's ever been. There are a hundred thousand companies pursuing this opportunity right now. And so I just think the risk reward is so much better because you're taking, you're getting a lot of the reward, but with way less risk.

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