Hedge fund manager who has outperformed ~97% of peers over the last 3 years has a very bold call/prediction for Chinese semiconductor company SMIC. Think TSMC. Stock’s one of their top holdings. Here’s the call.

Hedge fund manager who has outperformed ~97% of peers over the last 3 years has a very bold call/prediction for Chinese semiconductor company SMIC. Think TSMC. Stock's one of their top holdings. Here's the call. submitted by /u/XGramatik
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