A Season of Excuses and a Major Divergence in the Semi Space

Rising fuel costs, labor shortages, supply chain issues -- there are plenty of reasons companies are cutting guidance for the fourth quarter. But with markets near all-time highs, are investors sufficiently pricing in the risks? Plus reports Apple is cutting iPhone production sending its chip suppliers lower today. But it wasn’t all bad news in the semi space. How we’re trading the names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on October 13, 2021.

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