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Cracks In The Consumer… And The State Of The Semi Trade 5/8/24

38 min•8 maj 2024

Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Plus… A check on chips. From a U.S-China license revoking… to the names that could keep surging. Where one semi analyst sees this trade heading next.

 

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