1/9/2024 0 Comments Time sink podcast![]() Today, I'm joined by Tariq Siddiqi, senior research analyst at Eagle Asset Management, for a deep dive into the semiconductor supply chain and a look at how they think about evaluating investment opportunities. Global semiconductor companies have been among the best performing industries within equity markets over the past year, but there are some meaningful differences between the types of companies and their role in the supply chain that are critical for investors to understand. Finish Ohio State basketball down the stretch.Whether we know it or not, semiconductors are the foundation of the advanced technologies that we all rely on, from cell phones, laptops, and washing machines to refrigerators, cars and airplanes and we probably didn't pay too much attention to how these chips are produced until the COVID pandemic where the global supply chain faced significant disruptions that are still impacting chip availability today. Something the coaches keep saying is ‘finish our way.’ Control the outcome. ![]() ![]() "It’s something I told the guys when we huddled with five or six minutes left to go. "That’s something we continue to talk about in this long stretch that we’ve had," McNeil said. After falling behind 88-60 with 5:30 to play, Ohio State closed with a 15-4 run to make the final margin a little more respectable. Within three minutes of the second half, Iowa pushed that 11-point lead to 16 and, with 13:23 left, went ahead 67-47. On its final nine possessions of the half after taking a 33-32 lead with 5:26 left, Ohio State missed four of five shots and turned it over four times. After having missed 10 of its prior 13 shots, Iowa closed the half by making four of five 3-pointers in the final 2:20 to close with a 12-0 run and take a 47-36 lead into the half. Sueing again missed from the baseline, and after Iowa called timeout with 31.5 seconds left Tony Perkins tossed in a deep 3. Ohio State called timeout with 1:06 left, down 44-36, but it couldn’t stop the Hawkeyes. Then McNeil turned it over as he tried to dribble out of pressure, and Iowa ended its next possession with a Kris Murray 3-pointer. Justice Sueing’s contested drive from the left corner resulted in an easily blocked shot that left him sprawling on the court, and as he trotted back toward the other end Payton Sandfort swished a deep 3 with the five-on-four advantage. With a chance to push the lead to three, Sensabaugh missed a breakaway layup after coming up with a steal and Iowa answered with a 3-pointer from Connor McCaffery to reclaim the lead at 38-36 with 2:20 left and the run was on. And in the final two, it was quickly negated. And after the teams traded six empty possessions, four of which ended with turnovers, Isaac Likekele’s baseline drive and kick to a wide-open Brice Sensabaugh led to a 3-pointer that pushed Ohio State ahead 36-35 with 2:56 to play.įor nearly 18 minutes, it was a solid effort. The made shots clearly infused the Buckeyes with some confidence, and after falling behind 19-12 they used a 10-2 run, scoring on four straight possessions, to take a 22-21 lead with 11:56 left. When McNeil hit his second 3 to pull the Buckeyes within 19-15 with 13:31 left in the half, Ohio State had already topped its first-half scoring total (14) against the Spartans. McNeil left the game with about three minutes remaining holding his right hip area after scoring a team-high 20 points on 7 for 7 shooting but said afterward he's fine. He wasn't the only Buckeye to come up hobbling. ![]() This time, he could hardly get up, and after making his way back to the bench and being looked by the training staff Key briefly went to the locker room before returning to the bench area but not to the game. After appearing to reinjure it early in the second half, he stayed in the game but took a blow from Iowa big man Filip Rebraca moments later and immediately went down in pain. 5, had to leave the game in clear pain while clutching the shoulder. Third-year center Zed Key, who has been battling a left shoulder sprain suffered against Purdue on Jan. "This was similar to that (Indiana) game." "That’s something I said in the locker room at halftime: we played really well for a majority of the first half and there’s a 2 ½, 3-minute stretch where defensively we have continuous lapses where we give up big plays and allow them to make runs," senior Sean McNeil said. 28, and it bore little resemblance to Ohio State's 93-77 win against the Hawkeyes on Jan. It brought back echoes of a 15-0 Indiana run in the final 3:31 of an 86-70 Hoosiers win at Assembly Hall on Jan.
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