Citrini
@citrini
Thematic, Cross-Asset Investment Research
Joined February 2021
2.3K Following 254.7K Followers
Mediatek basically was ignored on handset weakness for two years, then TPU upside tripled the stock in the 6 months after we wrote about it in November.
I’m wondering if there’s a version of this for Trainium. Is it just Alchip?
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