Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
772 Following 1.3K Followers
DC POWER UPGRADE FUD: Market weakness begets fear and shortens investor duration, hence tendency to question pie in the sky technology stories. Power transition to 800V seeing some negative press and power names e.g., DELTA $2308; ROHM $6963; $485A; passives in general -- impacted
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