Wall St. Unplugged Podcast

Whether the latest burst is due to TA or other fundamentals, who knows but Curzio Research had a discussion about semiconductors in mainly America.

https://podcasts.apple.com/au/podcast/wall-street-unplugged-your-best-source-for-finance/id341813080?i=1000534843005

Go to 25:30 and it’s about 10 minutes long.

I’m a big fan of this podcast, has a lot of honesty. My takeaway from it all was that semiconductors are in in such short supply and high demand, my interpretation is that I reckon we’re a take over target more than anything else. The podcast doesn’t mention Sensera specifically just semiconductor manufacturing generally. Hope you enjoy.