But there seems to be a lot of mixed consensus out there about whether the broader semiconductor shortage is going to be transitory or whether it's going to be staying with us for a long time. In this segment of Backstage Pass, recorded on Nov. 17, Fool contributors Rachel Warren, Connor Allen, and Travis Hoium discuss the shortage, stocks to buy in this space, and more. Connor Allen: I used to be on team transitory with inflation in general, and I hopped off that train a couple of weeks ago.