TheBigBerbowski
@TheBigBerbowski
Independent research (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Link to my website
加入 July 2025
767 正在关注 20.4K 粉丝
To celebrate 20k 🎉 I'm offering 50% discount on annual subscription.
I covered $CRDO $AAOI $MU $CIFR $WDC $PPIH $ACFN $PSIX $SNDK $OCC $KXIAY and soon $NBIS $APP and many more.
Link in the comment. The offer expires in a week.
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