Chips and Cybersecurity
May 31, 2025•29 min•Ep. 32
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Episode description
In this episode I talk about
- Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market.
Earnings:
- NVDA, S and ZS
Focusing on semiconductor and cybersecurity - why I like cybersecurity, what I like about both S and ZS, and what I think about Nvidia.
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