Semiconductors, Tariffs, and Tesla: The Week That Shook Finance
Reshoring will create massive capex cycles beyond what the market's pricing in. Just toured three semiconductor fabs last month and the buildout is breathtaking.
God Bless!
This is the moment to make money.
Reshoring will create massive capex cycles beyond what the market's pricing in. Just toured three semiconductor fabs last month and the buildout is breathtaking.
God Bless!
This is the moment to make money.