Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
782 Following 1.7K Followers
MLCCs won't repeat 2017-18 cyclical correction: MS key insight is that incremental demand is coming from the high end of the market, where 2-3 players dominate and new players cannot easily enter due to demanding specs. Hence the "early cycle" take.
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