Something’s Afoot with Liz Young of SoFi
RiskReversal Pod
00:00
The Importance of Micron in the Semis
Taiwan's semi, which has been doing a lot of heavy lifting in the semis off the lows and surprising to you and me. If there is any issue between China and Taiwan, they are going to be really right at the nexus of the issues. Micron would like to think they're not a commoditized company or not a cyclical company but the reality is they're still a very cyclical company then. And that I think that implied move illustrates exactly that. But Liz, couple pieces of data this week that you want to focus on were PCE and consumer confidence.
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