Video Length: 00:25:25
In this video Blue Line Capital's Bill Baruch and analyst Jannis Meindl discuss the latest macro data and how it connects to the AI narrative driving tech-stocks higher. Companies covered are Western Digital, Lam Research, and Texas Instruments.
Show Line-up:
0:00 - The Macro Breakdown
3:50 - The Semiconductor & AI Discussion
6:00 - Western Digital
12:10 - Lam Research
19:03 - Texas Instruments
More By This Author:
Cattle Futures Trade Sharply Sideways
Getting Ahead Of The Fed With A Look At Currencies And Treasuries
The Tesla Of The Industrial Sector With A Pulse On China Semiconductors
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