Teo(@Teo_Sinamin):Black Monday but my AI PCB micro drillbits plays are doing exceptionally well. A no brainer given you've got raw materials dropping in price but your downstream customers are prepaying you to lock in supplies. Just the way I see it quite some time back - expanding margin. Whatever is produced is sold. Whatever isn't produced is also sold.

Teo

@Teo_Sinamin

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가입 February 2017

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Teo@Teo_Sinamin

2026.10.19 05:08

Black Monday but my AI PCB micro drillbits plays are doing exceptionally well. A no brainer given you've got raw materials dropping in price but your downstream customers are prepaying you to lock in supplies. Just the way I see it quite some time back - expanding margin. Whatever is produced is sold. Whatever isn't produced is also sold.