Bracing for Key Inflation Data 2/13/23
Halftime Report
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BTIG's Call of the Day - Energy Could Regain Leadership
I don't see 12 times being particularly cheap for semis at this point. Skyworks has their own fabs in the US and as you see more on-shoring they can just expand it's a lot easier to expand than to build right do you don't own it anymore I don't. BTIG's Jonathan Krensky with a new note today saying energy could resume its leadership role after three months of decline.
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