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.
가입 January 2024
400 팔로잉 중 11.8K 팬
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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