In short: Dean (auto-caption "CXML"): "CXML just IPOed. I think it has a half trillion dollar market cap now" — the concrete evidence for the China risk that keeps them out of semiconductors entirely. Not tickered here: a Shanghai STAR listing, no US line.
55:10They're going after memory providers. CXML just IPOed. I think it has a half trillion dollar market cap now. So just the threat of China in there and their ability to produce whether it be DRAM or CPUs or lithography machines for much lower cost definitely gives us pause regardless of how bullish the overall industry looks.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.