semiconductor chip distribution
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 31, 2025 by Brad Gerstner · across every show →
Everything said about semiconductor chip distribution, oldest first
Jul 31, 2025 bearish
Gerstner: U.S. AI and energy regulations handed momentum to China
“You know, it seems like excess regulation on everything from energy production to model development to semiconductor chip distribution. It's really been a bit of an unforced error by the U.S. Over the course of last 24 months and handed a lot of momentum to Ch…”