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12min chapter
The Boom is Back w/Special Guests Mike Dudas & Josh Isner
Trends with Friends
Semiconductors and E-Commerce: Navigating Market Dynamics
This chapter explores the critical role of TSMC and NVIDIA in the semiconductor industry amid U.S.-China geopolitical tensions. It highlights recent trends in technology stocks, focusing on the underperformance of semiconductors and the rise of e-commerce, particularly through Shopify's resilience. The discussion emphasizes the broader implications of semiconductor supply chains and evolving market conditions impacting consumer goods and business strategies.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode