https://insideinvestor.com.au/the-ten-themes-that-matter-most-as-markets-fall/ Lots of these sort of stories around. But found this bit relevant: Equity portfolio manager, Mark Casey, says the semi-conductor industry is in the strongest position during rising inflation. The sector has been able to raise prices without impacting demand. And if you think about it, he’s right. Just about everything from mobile phones to electric vehicles has semi-conductors embedded in it. It's only 1 persons opinion though. AXE is not making money yet but at least we seem to be in the right game to make it through the storm.
cheers, lj73
AXE Price at posting:
63.5¢ Sentiment: Buy Disclosure: Held
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