Tech Thoughts - Friday, 17 February 2023

GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we discuss Applied Materials, Global Foundries, ADI and semis. We also look at Cisco and the infrastructure market, and how to play AI.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts #TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts