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The Future of Journalism

I would say there are lots of smaller companies out there who are doing interesting things in space. But I don't really think that the Microsofts and videos and, you know, monolithic power is a good way to play these mega tech themes. These chip companies are not that expensive right now, particularly after the recent two year shakeout. And it doesn't bother. Their evaluations are high, but they're not nothing like they're, nothing like outrageous.

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