Description

This is part 2 of our sector analysis on semiconductors.

You can check out Doug's substack here: ⁠Fabricated Knowledge⁠.

We go deep on semis.

Here are some of the companies mentioned:

1. Nvidia

2. ASML

3. Applied Materials

4. Intel

5. AMD

6. Synopsys

7. Cadence

8. TSMC

9. SMIC

10. KLA Corp

11. Lam Research

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