Infineon: Step Back Into Semis Amid Disinverted Yield Curve

Since my last analysis of Infineon ( OTCQX:IFNNF ) ( OTCQX:IFNNY ), the stock has lost nearly 10% in price. Largely this is due to macroeconomic factors, and now is the time to begin allocating more aggressively if you have cashOliver Rodzianko is an accomplished investment analyst grounded in timeless value principles, specializing in the technology sector with expertise in AI, semiconductors, software, and renewable energy. He focuses on companies with resilient management and lasting competitive advantag ...