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Schulz Duggan
@Schulz_Research
AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.
Joined January 2026
87 Following    3.3K Followers
Our Substack is back on Substack's Rising list in Technology, at #73# this week, just below Big Technology and Don't Worry About the Vase. We first made the list at #42# in mid-October. Rising is ranked on paid subscriptions, so being back on it means more of you decided this work was worth paying for. Thank you, sincerely. And thank you to everyone here who reads, quotes and replies. That feedback shapes what we dig into next. We'll keep doing it the same way: Asian and US filings read in the original, and every number checked against its source. I sincerely thank all my fans. If you have any thoughts or opinions about me, please feel free to tell me, and I will respond to each one๐Ÿ˜˜๐Ÿ˜˜
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