Market Volatility, Tariffs & Fed Moves: Anastasia Amoroso’s 2025 Investment Playbook
RiskReversal Pod
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The Cyclical Nature of Semiconductors and the Shift to AI Software
This chapter explores the downturn in the semiconductor trade and the impact of export controls and supply chain decoupling. It also highlights the transition in investment from hardware to AI software as the new catalyst for growth.
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