Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
Joined May 2009
796 Following 20K Followers
Just updated our Hedgeye Fab Database (with 43 global foundry players), which is our crystal ball to forecast 2027-2028 WFE. I think overall, semicaps could tread water . Big $AMAT investor breakfast and Semicon West next week —waiting to see what they say on $INTC
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