Austin Lyons
@austinsemis
semis analyst. asking questions + explaining.
read by chipmakers, funds, model labs.
@chipstrat ยท @semidoped
๊ฐ์
September 2007
1.8K ํ๋ก์ ์ค 7.8K ํฌ
Spot on ๐
Bulls will think this is extremely bullish because user penetration is low and we are still early; bears will think this is extremely bearish because user penetration is low and adoption will be much slower than bulls expect.
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