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Closing Bell Overtime: Game-Changing Week Ahead? 1/30/23

Closing Bell

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Industrial Semicombers Will Over-Produce Consumption

The key will be what's their inventory sales look like. There's no question that every one of these industrial semicombers will end up over-producing consumption because people couldn't get the silicon during the COVID recovery. And eventually, broad-based industrial and auto semicombers are going to over-produce consumption.

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