MRKT Call 11/15/2022: Define "Transitory" Please
RiskReversal Pod
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Is There a Blockade of Taiwan Semi?
Taiwan semi is one of the five most important companies in the world. The stock was making an all-time high early this year and they just put out some big cap-back numbers that they were just going to continue to build out fabs. If crude doesn't rally if some of these other industrial commodities don't rally that would be something that would make me a bit more bullish again 100 percent no look you're right.
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