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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The Ecosystem of Semi Conductors
Tsimc as a company, its very valuable, but it's not super valuable without asmal and lamb and amat and cla. There are this handful of companies called 15 ish, maybe more that. If you think of it as a super organism, this is probably the most important super organism on the planet. So could you recreate that elsewhere in the world? You absolutely could. It wouldn't be a stretch to think that they will be built again in europe.
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