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James
@JamesTrvdes
Building
@thefoundry_ai
182
Following
4.7K
Followers
James
@JamesTrvdes
2026.11.04 18:12
Oil down? Semis down. Oil up? Semis down. Apple up? Semis down. Apple down? Semis down. Mags up? Semis down. Mags down? Semis down. “We have 0 supply to meet demand until 2030+” semis down. Semi up? Semis down. Hope this helps!
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James
@JamesTrvdes
2026.09.15 17:57
If you’re in semiconductor stocks, pivot to a second job
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