Corry Wang

In that vein, it seems to me that networking is quickly becoming the next technology on the hot list. I feel like I’ve heard more about optics in the last 3 months than anybody has bothered to think about this since the telecom bubble burst in 2001

It’s fascinating to me how public interest in certain technologies is just wildly cyclical I’ve never seen so much interest in semiconductors as today. When I started at Bernstein 7 years ago, nobody cared about semis. Everybody just wanted to talk about, like, SaaS stocks