Tech Thoughts - Friday, 17 February 2023
Feb 17, 2023•17 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss Applied Materials, Global Foundries, ADI and semis. We also look at Cisco and the infrastructure market, and how to play AI.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts
For the best experience, listen in Metacast app for iOS or Android