A Season of Excuses and a Major Divergence in the Semi Space
CNBC's "Fast Money"
00:00
Supply Chain Disruption
i think we are seeing a lot of companies that legitimately have a had issues, but they're giving us what their forecast looks like. And i think in most cases, other than delta to day, it looks pretty good. Now when we get these earnings results, i think we're going to find out who's really good, who's really navigating this well, and who's not.
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Transcript
