mule, Discover and Read the Best of Twitter Threads by @FoolAllTheTime

mule

FoolAllTheTime

This really simple slide from Marvell's investor day really keeps coming back to me over and overBeing first matters a lot more in semiconductors than in other markets, and for

I have been toying around with a system of investing that I think actually is a “complex adaptive system.” I know this term is super in vogue rn, NGL it’s

Something that has completely been covered under the news blitz of COVID is the semis escalation from US China. Quick thread on what’s changed and why you should be updating