Semiconductors: Navigating the AI Supercycle
In episode four of Citi Wealth's The Short and Long, Chief Investment Officer Kate Moore asks the question that's dividing markets right now: does the semiconductor trade still have runway?
Her guests — Adam Parker, founder of Trivariate Research and a former semiconductor analyst, and Ankur Crawford, portfolio manager at Alger and a former Intel engineer with a PhD in materials science — make a confident, data-driven case that it does.
Key discussion points include:
Why we may be only three to four years into a ten-year AI investment cycle, and what that means for how portfolios should be…
The skinny
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