Sean
@sean_________
TMT catalyst/event-driven trader with a focus on research.
参加 May 2019
3K フォロー中 9.9K ファン
Cleveland on $AVGO:
Demand still eclipses supply 6-12 months. Units capped by TSMC. ASP / package complexity on next-gen TPU, MTIA, Jalapeno, 1.6T is the upside they are not baking in from Samsung foundry.
もっと見る
