Can Semis Continue to Shine Amid AI Boom? What Management Teams Say

Forward GuidanceIt’s no secret that CEOs, especially public company CEOs, have “a horse in the race” regarding their rhetoric on earnings calls about their underlying companies’ financial health and future growth prospects. While a CEO must tell the truth to Wall Street, management teams will often put a positive spin on what lies ahead.“Once is happenstance, twice is a coincidence, three times is a pattern.” ~ Ian FlemmingNevertheless, savvy investors understand that though they should sometimes take bias- ...