Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Semi Conductor - What Are You Thinking About?
i want to start with the general semi conductor, just overview what's going on in the world. And then we do have a pitch that will do at the end, will turn specific stock. What are you seeing in the semi conductor world? Like, what are you thinking about to day? I know you had a great article on the bullwhip effect, which we certainly we started. Ta, o, i feel iean, that's even harder to talk about it. So so, like, at the high level. The biggest tune in the entire world is pc and phones. Pc is not a growth market in terms of units any more,. No pe cs have essentially been
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