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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
E119 • 33 mins • May 19, 2025
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- 182NEW
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- 182Decreased by 63
- 94NEW
- 199Decreased by 24
- 170NEW
最近のエピソード
May 19, 2025
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
E119 • 33 mins
May 12, 2025
Episode 117: Talking Apple in China with Patrick McGee
E118 • 47 mins
May 6, 2025
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
E117 • 52 mins
Apr 28, 2025
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
E116 • 38 mins
Apr 21, 2025
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
E115 • 45 mins
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