Sean
@sean_________
TMT catalyst/event-driven trader with a focus on research.
가입 May 2019
3K 팔로잉 중 9.8K 팬
Cleveland on $AVGO:
Demand still eclipses supply 6-12 months. Units capped by TSMC. ASP / package complexity on next-gen TPU, MTIA, Jalapeno, 1.6T is the upside they are not baking in from Samsung foundry.
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