New Wall Street Daily
Dear
It’s time to welcome Howard Lindzon to the semiconductor party!
The wildly successful venture capitalist, founder of StockTwits, and raconteur perfectly captured the bull case I’ve been preaching since early 2020 in his latest blog post,
Thank Goodness For Semiconductors.
“They are magical toys,” as he put it. “The internet, crypto, cars, drones, robots, AI, biotech, computers… they [semiconductors] power everything.”
Indeed!
In his post, Lindzon also identified a myth about the semiconductor market that I need to bust once and for all.
So let’s get to it…
Contrarian, Until It’s Not