The Tesla Of The Industrial Sector With A Pulse On China Semiconductors

With economic activity buoyant for the time being, we share our outlook. We also talk about 3 stocks: John Deere as an industrial stock trading at all-time highs, Raytheon (RTX) with diversified revenues across defense, commercial airplanes, and aerospace electronics, and Marvell Technology (MRVL) with 39% of revenue from China.

Video Length: 00:24:15

 


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