The digital economy’s oil: Jonathan Belz on semiconductor investment strategies | InterPrac

The digital economy’s oil: Jonathan Belz on semiconductor investment strategies

The digital economy’s oil: Jonathan Belz on semiconductor investment strategies

 

Jonathan Belz, CEO and Co-Founder of BFA Global Investors, presents at the Semiconductor Australia 2024 conference. Citing examples like Nvidia’s rapid market cap increase, Belz discusses how AI, 5G, and data centres are shaping a new era for the sector. 

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