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Jacob Shapiro on Russia, Ukraine, and China
Forward Guidance
Is Semiconductor Selling for a Song?
Semiconductors are selling for a song and the business is not in any way in a good shape. But geopolitically, countries really want to have their own supply chains of semiconductors. Jacob Shapp: If you could figure out which of the semiconductor companies are going to be the champions for the countries in which they're in, those would be great bets.
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