In short: "I think Renesas in Asia is quite interesting" — part of his tight-analog call; an AI-power-angle name with "significant upside" if you find the right ones.
Renesas is a large Japanese analog and microcontroller chipmaker (this RNECY ticker is its U.S. over-the-counter listing). Shaulov calls it "quite interesting" as part of his bullish view on tight analog supply.
It's the same thesis as Texas Instruments — analog chips are scarce, pricing could firm up like memory, and names plugged into AI power demand have "significant upside."
23:38I like that one. I think Texas Instruments is very good. I think Renesas in Asia is quite interesting. I think it's just going to stay really tight for a while, and if you find ones with the AI power angle attached to them you're going to have significant upside.
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