Semi-Charmed stocks 2/5/24
TechCheck
CNBC
4.5 • 66 Ratings
🗓️ 5 February 2024
⏱️ 8 minutes
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Summary
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| 0:00.0 | Chips versus the rest of the market. |
| 0:02.5 | Someingonductors are the trade of 2024. |
| 0:05.6 | So why aren't they beating expectations, truth |
| 0:08.0 | and fundamentals within tech? |
| 0:10.9 | It's Monday, February 5th. |
| 0:12.4 | Welcome to the Tech Check Podcast. |
| 0:14.0 | I'm Deere Durbosa with Mark Gilbert. |
| 0:16.0 | Hello, Gilbert. |
| 0:17.0 | What's up, Dee, how are you? |
| 0:19.0 | You staying dry? |
| 0:20.0 | Um, not really. |
| 0:21.0 | It's wild here. |
| 0:22.0 | I gotta tell you, I was driving across the Golden Gate Bridge last night at like eight and I don't know if this is well known but the Golden Gate Bridge like whistles when it's really windy and it's very very ominous so you're |
| 0:35.2 | driving it's like pouring rain and the bridge is like feels like it's swaying |
| 0:39.5 | and making all these sounds so I'll be glad once this is over. |
| 0:43.4 | But what are you in LA? |
| 0:45.3 | It is porning for like the second straight day |
| 0:48.3 | and it's not gonna stop anytime soon. |
| 0:49.9 | But we are lucky to be dry. |
| 0:52.3 | We're soft here in California too. We're soft, yeah. |
| 0:54.0 | We can't take a lot of rain. |
| 0:55.0 | Although there is a lot of flooding. |
... |
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