Register and share your invite link to earn from video plays and referrals.

Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.
Joined April 2008
2.4K Following    51.9K Followers
The discount rate only comes down as the uncertainty resolves. The demand is not in question but I don't think the broader market truly understands why yet.