Why subscribe?
I have around 28,000 followers on X and maintain sources within the semiconductor industry, including Samsung and SK hynix.
I strive to provide ideas and insights that only I can deliver, and I continuously push myself to improve without ever becoming complacent.
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People
I’ve spent the past three years engaging with semiconductor professionals, gaining insights far ahead of the average. This has led to research offers from hedge funds and citations in outlets like Forbes.