When Memory Comes for the Markets with Liz Young of SoFi
RiskReversal Pod
00:00
The Future of Semiconductor Prices
A thing that is out there to be purchased is only worth as much as somebody's willing to pay for it. Think back to all the issues that we had with consumer electronics during the pandemic, because we just fabs were shut down. There wasn't enough chips being made. You could drive around and you could go look at car lots, right? And they just didn't have any inventory. Drive around right now. They are full with inventory at a time where it's much more expensive to get alone to buy a new car. So when you think about some of these higher priced EVs, it just doesn't make a lot of sense to me. But again, to your point
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