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9min chapter
Episode 79: Not Your Grandfathers Data Center
The Circuit
Navigating Semiconductor Market Uncertainties
This chapter analyzes the current state of the semiconductor market, focusing on how inflation and interest rates have influenced investor sentiment and stock dynamics. It features discussions on the valuations of major companies and reflects on the cautious approach investors are taking amidst fluctuating market trends and technological uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode