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5min chapter
Semi Charmed Life Cycle with Gene Munster | Okay, Computer.
On The Tape
Intro
This chapter explores current trends in the semiconductor market, focusing on Foxconn's strong revenue guidance and its impact on stocks like Micron and NVIDIA. The discussion highlights the relationship between consumer demand, AI growth, and evolving market conditions influencing investor sentiment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode