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Everybody Wants The Bucks With Liz Young, Dan Nathan & Guy Adami

RiskReversal Pod

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Semis Are Different Than Software and the Market Treats Them Differently

Semis are different than software and the market treats them differently too. Software names can probably hold in there a little bit better just because of that. It's not as quick of a churn in their sticky revenue, so to speak. But I do think a lot of these names in the market probably get hit hard again if we get to a point where the market decides, "Oh my gosh, we are going into a recession"

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