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A Look At Retail, Markets, And Supply Chain Struggles

Bloomberg Intelligence

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Semi Conductor Supply Chain Crisis

The semi conductor issue with supply chains, and the fact that semi conductors have become probably the most highly politicized industry globaly. Im very much viewing what's happening with t semi conductors market to be similar to what we saw in the 19 73 oil shock. So it is almost at a crisis situation, and, you know, no amount of money being thrown at it is probably going to allow us to have a resuring of this commodity. And i'm very much using it as a commodity until there's more excess manufacturing capacity which will take a couple of years to build.

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