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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
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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
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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
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