Semiconductor ecosystem will continue to grind higher, says TD Cowen's Joshua Buchalter

Joshua Valterar. Joshua, thank you so much for joining us. McKenzie just gave through ran through a lot of the headlines for us, and I'd love to get your reaction first on that on all the actions that the Trump administration is potentially putting on some of these chipmakers, most especially Qualcomm.Can you tell us what your read is. I know that's a buy, I believe, on your coverage list. >> Yeah, that's right.And thank you for having me on. Um, so I I think like there, listen, there's no way to spin it. i ...