E2128 - July 14, 2021
Hunt and Mike discuss the current state of natura…
Telltales · Mike Nicoletti
July 14, 202132m 18s
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Show Notes
Hunt and Mike discuss the current state of natural gas markets and discuss China and the semiconductor market, as well as the relative merits of Intel and TSMC.
Theme song by Jayme Catsouphes is licensed under a Creative Commons License.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com
Theme song by Jayme Catsouphes is licensed under a Creative Commons License.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com