Huge Week for Chips 5/26/23
Halftime Report
00:00
The Disconnected Market for Technology
Our semiconductor exposure is significantly overweight as you outlined there. We've avoided the capital heavy and commoditized parts of that market. And we haven't been willing to pay up for the innovators like NVIDIA. But as it doesn't fit our pricing model, I think we think a lot like Jenny does in that regard.
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Transcript
