Citi analyst lays out the bearish case for semiconductors

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....Stocks for the next 5 years: Amazon, Apple, Facebook, Microsoft, Netflix.
Disney, Wells Fargo, Lowes, Nike for the recovery.

My family and friends use things from these companies every day so I know that these companies will continue to do well.

mrpmj
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PC demand is not low. People aren't building, upgrading or buying more because of the GPU shortage. Does no good to build a decent system if you can't get all the parts you need.

ragingmonk