Divergence In Semiconductors As AI Drives Chip Stocks | The Outlook From Blue Line Capital

Posted: May 20, 2023, 8:11 p.m.


Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest macro data and how it connects to the AI narrative driving tech stocks higher. This week, we cover Western Digital, Lam Research, and Texas Instruments.

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We provide free access to the episode's chart pack, including all of the data discussed.



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