Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Semi Conductors, Where Do You Think Were in the Cycle Right Now?
i know semi conductors are very broad industry, but where do you think we are in the cycle? Obviously, i don't think we're in the early two thousand 21, like coved every like every slot, take thing. We're not in that boom any more, though, i think a lot of perching results. Most public company cos and mantren teams have been sayinghe this is still going to be growing next year. The problem is some of the recent quakes really bodes terribly for semi condoctors.
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