semiconductors

“Where oil reserves are has defined geopolitics for 50 years. Where technology and fabs are for the future is more important.”

“I think the initial knee-jerk reaction will be sell Apple, sell semiconductors and in spades, because they've all done so well over the last several years even with the President Biden's tariffs, because we know that he kept a lot of tariffs on, but, you know,…”

“I guess what I'm convinced of, because of the fact that 19, the last 20 times when the market did recover tech work, because semis have sold off so much, and because they ultimately are growing faster relative to the economy than they did previously, that semi…”

“Semiconductors now are cheaper than they were 20 years ago.”

“And we're probably one of the few semiconductor companies that go from five Watts To your earbud, now to 500 watts, when you think about a data center.”