Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The Kindness Ponzi Scheme: Chips for Semiconductors
02:55 • 3min
Semiconductor Stocks Have Gotten Cheaper, Quinn Bolton Says
06:10 • 2min
Quinn's Favorite Stocks for Investors
08:40 • 2min
Chip, Winter, or Chip, Hiccup?
10:14 • 3min
The China US Chip War - Who Holds the Stronger Hand?
13:43 • 2min
ASML - The US Allies in the Chip Work
15:58 • 2min
The Chip Act Will Reduce Taiwan's Concentration in the Advanced Chip Market
18:05 • 3min