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55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More
Investing Unscripted
Wolf Speed: Can They Disrupt the Semiconductor Market?
The hosts engage in a lighthearted banter before discussing Wolf Speed, a semiconductor company that has developed advanced materials for manufacturing semiconductors. They debate whether Wolf Speed can reach the price threshold to disrupt the market and discuss the challenges of building new fabs.
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