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NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
Semis Are Not Profitable, Not Generating Cash Flow
There's two things that are going on now that don't quite make sense to me, and i'd love your, your thoughts on them. The situation with growth stock seems like it was back in the bubble crash era. Another assumption baked into that is that these companies aren't going to raise prices as much as inflation. Do you think there's a lot of latent power that haven't been exploited yet?
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