Phase II of the AI Revolution Is Here | Citrini on Robotics, Semiconductors, and Teradyne
Phase II of the AI Revolution Is Here | Citrini on Robotics, Semiconductors, and Teradyne
Transcript
The time when we have to get worried about this is when the consensus take is that semiconductors aren't cyclical anymore. But I don't think we're there yet. To be honest is still killing it. They have a $4 trillion market cap. Could it go to eight? I don't know. Maybe. Today's episode of Monetary Matters is brought to you by VANX Semiconductor ETF... Read More
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