On Tuesday we hosted a Semiconductor Teach-In. We encourage you to check out the Video Replay below.
Contact Sales@Hedgeye.com for more information and to gain access to the full 74 page slide deck.
Semiconductor Teach-In Overview: We are proud to bring you the sector's best 1-hour teach-in on the Semiconductor Industry. We answerd the following questions: What drives chip firms’ fundamentals? What stocks are bucketed into which chip sub-sectors? What is the difference between analog, digital, and mixed-signal chips? What drives the Semiconductor Cycle? How do we track key metrics here? How do global inventories, chip leadtimes, bookings and billings impact the Semiconductor Cycle?
Target Audience includes new tech investors, generalists, & income investors. This teach-in is great for New Technology or Semiconductor investors, Hardware, Software, Internet, or Telco investors that want more knowledge about the Chip space, Generalist investors, & Income investors.