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I don't know that you have to buy today, but if I look at the industry multiple last Friday,

we hit a decade low in terms of PE multiples for semiconductor stocks.

And so to me, it feels like the semiconductor stocks have reflected most of this weakness,

you know, in terms of fundamentals.

Hello, and welcome to the Baron StreetWise podcast.

I'm Jack Howe, and the voice you just heard is Quinn Bolton.

He's a semiconductor analyst who says that the stocks look mighty cheap.

We'll hear about his favourite names, and the one thing he thinks needs to happen

before the group bounces back.

We'll also talk with a semiconductor historian about how the US-China chip battle

is likely to play out.

Listening in is our audio producer, Meta.

Hi, Meta.

Hi, Jack.

I was at the airport last night, and I realised I left my phone charger in the hotel room.

...