Leroy Groffier
@LeroyGroffier
the action is the juice
参加 March 2017
787 フォロー中 1.7K ファン
MLCCs 6981 6976 009150: MS going hard on the specks of clay this week. 40 pg report, upgrading Taiyo Yuden 6976 to hold, top picks Murata 6981 and SEMCO 009150. Key theme: MLCCs are still "early cycle" in late 2026.
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