55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More
Investing Unscripted
The Cyclical Nature of the Semiconductor Industry
The hosts discuss the cyclical nature of the semiconductor industry and the impact of increasing chip demand. They explore the bullwhip effect and supply chain disruptions that have challenged previous beliefs about the industry becoming less cyclical. The chapter also highlights the electronic design automation (EDA) sector as a potential area with structural advantages and examines different segments of the chip industry.
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