The Chip War’s Next Chapter
Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.
[00:21] Asit Sharma and Dylan Lewis discuss:
China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio.
[13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later."
Companies discussed: MU, AAPL, AVGO, BRK
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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