The Long Term View Semi Conductors - Is This the Right Move?

Degus: Is this the right move to get out of cyclical tech like chips. Invidia may be on that list which reports this week, which you own. How much worse do you think it gets? Well, we talked about this earlier, that it couldn't go down further. But has it? Once again, been a long term, stay tre year strategy. And focus on reasonable valuations,. Profitability expectations, and having a good corporate client or good culporit citizen is what you want to focus on.