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9min chapter
Semi Charmed Life Cycle with Gene Munster | Okay, Computer.
On The Tape
Tech Stocks in Transition
This chapter analyzes the performance of key tech stocks like Micron, ASML, and NVIDIA, highlighting the impact of custom silicon trends and hyperscaler spending. It also explores the evolving dynamics between major companies, such as Microsoft and OpenAI, and anticipates future investor reactions to forthcoming earnings reports.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode