#101: Neoclouds, semiconductors and opportunities in healthcare and software

from Frazis Capital Podcast · host Michael Frazis

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing misconceptions15:30 Current opportunities in healthcare

Episode metadata supplied by the publisher feed · Published Jul 6, 2026

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#101: Neoclouds, semiconductors and opportunities in healthcare and software

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