Semi’s could rally up to 30%

Investment Committee Member Paul Meeks, CFA was on CNBC’s Trading Nation discussing semiconductors last Friday, October 25th, 2019.

“The call that I’m making in semiconductors is not that the fundamentals are back to the races,” he said. “I actually think we’re troughing now in semiconductors and we won’t see a re-acceleration of topline growth for another six to nine months.” Paul shared this and more. Watch the full interview above or read the article linked below.

https://www.cnbc.com/2019/10/27/semis-could-rally-20-to-30percent-within-two-years-investor-paul-meeks.html

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