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Schulz Duggan
@Schulz_Research
AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.
가입 January 2026
87 팔로잉 중    3.3K 팬
Our Substack is #42# on Substack's Rising list in Technology this week, about two months after we opened it. That list moves on paid subscriptions, so this one is yours. Thank you to everyone who paid when the archive was still thin. You were betting on what we'd write next, and we know it. And thank you to everyone here who reads and replies with the thing we missed. Several of you have added a company or a data point to our maps this month, and the work is better for it. A special thanks to those of you who've quoted or reposted our work. Seeing a post travel like that is the kind of feedback that keeps us digging, and it pushes us to make the next one better. We'll keep doing it the same way: Taiwan monthly revenue, Korean trade data, Japanese and US filings, read in the original and turned into numbers you can price.
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