Unclestocknotes
@Unclestocknotes
U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics | Swim, basketball, golf enthusiast.
가입 May 2024
1.6K 팔로잉 중 29.8K 팬
$AMD reportedly seeks more 2027 capacity from TSMC, HBM suppliers and Foxconn. No volumes disclosed.
AI bottlenecks support upstream pricing power.
$TSM $ASX $AMKR $AMAT $LRCX and $KLAC
Booking ahead signals demand. Track firm orders and double-booking risk before counting the growth.
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