Another Big Rally on Wall Street and Musk’s About Face on Twitter – Again 10/4/22
CNBC's "Fast Money"
00:00
The Localization of the Supply Chain in Chips
There are names that I think you can play to take advantage of it. A-Mat at 11 times earnings to profitable business. KLA is another one, even ASML, another name more expensive, but higher growth. Once you have this infrastructure in place, it makes it so it can be a bit more modular here in the States.
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