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BONUS Episode! Biotech + Semiconductors With 7investing

Chit Chat Stocks

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Is the Supply Crunch Over?

There's an oversupply of chips in the market right now. This is a cyclical industry. The highest performance, most cutting edge chips are not as exposed to the cyclicality and inventory builds. You're seeing some of those companies losing share in the data center like Intel. And then you've also got the applications right the companies like Amazon, the one Alexa to have cutting edge chips.

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