balanced view of the near term headwinds and LT opportunity.. too often an analysis revolves around its monopoly (which everyone knows and hence priced in) but too little is shared about why the near term headwinds (besides tsmc, samsung and intc are struggling w/ leading edge nodes)
balanced view of the near term headwinds and LT opportunity.. too often an analysis revolves around its monopoly (which everyone knows and hence priced in) but too little is shared about why the near term headwinds (besides tsmc, samsung and intc are struggling w/ leading edge nodes)
Noted. Thanks for the feedback
Who are you though? So over all these Substack writers who post anonymously. If you’re any good, put your name and bio behind your site.