Evidence receipt / recommendation
Published · transcript-backedBen Gilbert: recommendation
3 Nov 2021 Acquired Complexity Investing & Semiconductors (with NZS Capital)
“I think TSMC is a top three position for you guys. I think your other top positions—Amazon, Microsoft—use a lot of semiconductors.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- recommendation
- Recorded
- 3 Nov 2021
- Publisher
- Acquired
Transcript context
…Exactly. Well, that's an amazing way to transition to semiconductors. I was looking for the right hook. Brinton, I think you bring that up as prepared to make some joke. Like, wait, you guys know something about semiconductors? I think TSMC is a top three position for you guys. I think your other top positions—Amazon, Microsoft—use a lot of semiconductors. I think Salesforce is probably up there, too. And TI is one of your top positions, right?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.