Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
Joined March 2013
498 Following 10K Followers
He's right and $RMBS is a hidden beneficiary most dont realize. Almost every RMBS post I see labels it as an IP play and disregards their product biz that is going to grow FASTER than the CPU market. They'll love it at 150 again.
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