Show notes
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course do Nvidia’s. But investors are asking more questions and AI vs. Economic Downturn is a match that’s difficult to call.
Ian is more immediately concerned about the impact of US government actions to curtail sales into China by Cadence, Synopsis and Siemens EDA – companies which, like ASML and TSMC, you really need to understand to truly get tech.
George and Ian ponder the Pensions Investment Review. Only serious…
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