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Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23

The Exchange

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Introduction

This chapter discusses the current market conditions, including the performance of major indexes and Bitcoin, and highlights the upcoming earnings report for Oracle. It also covers the semiconductor industry, mentioning Qualcomm's deal with Apple for 5G modems, and introduces guest speaker Laura Martin, a senior internet and media analyst at Needham.

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