Don't sleep on (analog) semiconductors

Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (seekingalpha.com/checkout/mp_1221?source=ie_po…) (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)

Show Notes:
Don't Sleep On Software (seekingalpha.com/article/4940134-dont-sleep-on…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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