There’s still a lot of upside in many semiconductor names, portfolio manager says

CNBC Television published this video item, entitled “There’s still a lot of upside in many semiconductor names, portfolio manager says” – below is their description.

Big Tech and chip stocks all pulled back on Tuesday amid concerns over rising inflation, marking the Nasdaq’s worst day since March. Paul Meeks, portfolio manager at Independent Solutions Wealth Management, joined “Squawk Box” on Wednesday to discuss what he’s watching in the sectors.

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