LIWEI_TW Capital
@LIWEI_TWCapital
Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
参加 January 2024
400 フォロー中 11.8K ファン
People really underestimate how deep Dylan Patel's intelligence gathering goes. The density of this guy's real-time supply chain insights is so insane, I swear even internal $TSM engineers would have an existential crisis reading them.
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I sat down with @dylan522p and spoke with over a dozen people about his information machine.
"I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from."
Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here:
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