What went down
The fourth session of our Zoom series with Ryan Jin (MBA '24) on what Wall Street sees when it looks at semiconductors and AI. Ryan covers the sector professionally, so these sessions land differently than a technical walkthrough. They are less about how the chips work and more about how the market prices what the chips mean, which is a lens most of us never get in class. The series has kept going because the questions keep coming, and a fourth round says something about how much appetite there is for this one. Everything Ryan shares reflects his personal views and is not investment advice.