Fernando Vidal
@fernavid
Cofounder @3F_Research. Mainly trying to post cool charts. PM $FCTE $RAA Try Caliban
参加 December 2012
763 フォロー中 5.6K ファン
This is what the agentic AI capabilities unlock did to semiconductor earnings estimates in 2026. Is that the last capability breakthrough that will pull forward adoption and surprise analysts this much?
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