Damnang(@damnang2):I’ve worked hard to bring you semiconductor technology and insights from the industry faster and more clearly than anyone else, and I think I’ve done a pretty good job. In particular, I’ve focused on quickly getting up to speed on complex technologies and explaining them in a way that people without a technical background can understand. When it comes to investing, though, I’m still learning. An irrational market like this gives me plenty of lessons. Many of my subscribers are far better investors than I am, so I see this Substack chat as a chance to share my insights and learn from them as well. Come join me on Substack. Let’s talk and learn from each other.

2026.10.30 18:37

I’ve worked hard to bring you semiconductor technology and insights from the industry faster and more clearly than anyone else, and I think I’ve done a pretty good job. In particular, I’ve focused on quickly getting up to speed on complex technologies and explaining them in a way that people without a technical background can understand. When it comes to investing, though, I’m still learning. An irrational market like this gives me plenty of lessons. Many of my subscribers are far better investors than I am, so I see this Substack chat as a chance to share my insights and learn from them as well. Come join me on Substack. Let’s talk and learn from each other.