Angus Shillington

Angus Shillington, an Equity Research Analyst at VanEck, dives deep into the semiconductor industry's current landscape. He sheds light on the pivotal role of NVIDIA and discusses how other companies are catching up. The conversation highlights the complexities of investing in tech, particularly within the SMH ETF, and addresses Intel's recent struggles. They also explore the implications of geopolitics on the semiconductor sector and the importance of diversification amid the rapid advancements in AI technology.