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high cagr
@HiCagr
semis. never financial advice.
加入 January 2024
2.2K 正在关注    10.5K 粉丝
Great point. I’d like to just point out the fact that there will be bumps in every road but the destination is the same. Honestly can’t believe the market sold off as hard as it did today because of the news… seems unjustified to me. Like I said though, I love an unjustified selloff!!
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Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.
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