Val Zlatev

Val Zlatev, a Portfolio Manager and Senior Partner at Analog Century Capital Management, dives into the often-overlooked potential of AI and semiconductors. He argues that investors are underappreciating the impact of AI on the market and the end of Moore's Law for semiconductors. Val clarifies the misconceptions surrounding DeepSeek technology and discusses the crucial role of U.S. and Chinese government policies on the industry. He also highlights the cyclical nature of the analog semiconductor market and the importance of strategic portfolio management.