Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America’s Arya
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivek Arya, Bank of America managing director, joins ‘TechCheck’ to discuss the most ‘obvious trade’ over the next several years, what will happen to these stocks in the next year and the implications of the recent TSMC investment in the U.S. 04:31…