A semiconductor equipment primer on why advanced packaging capacity—not transistor density—determines who wins in AI chips. Inside the physics, the capex, and the capacity wars shaping Nvidia Avgo
You clearly know you're stuff. So lite cohr snps mu Samsung are still not overextended here? I'm waiting for a dip to buy more but maybe that dip doesn't come.
I am not a trader either, however I do not buy any stocks after they have gone on a parabolic run up. I wait for pullbacks, just like what happened to $ALAB a few months ago.
Great content, however if I didn’t have an engineering background I would struggle to keep up with the science behind your thesis. We are now into the 2nd and 3rd derivatives of AI value chain. I appreciate you uncovering the opportunities here.
You clearly know you're stuff. So lite cohr snps mu Samsung are still not overextended here? I'm waiting for a dip to buy more but maybe that dip doesn't come.
I’m Honestly not a good trader. I just invest
I am not a trader either, however I do not buy any stocks after they have gone on a parabolic run up. I wait for pullbacks, just like what happened to $ALAB a few months ago.
They have shot up parabolically. They will come down. I guarantee, if you’re patient, you will opportunities to buy these stocks at a discount.
Thanks. Yeah I'm mostly an investor. Great writeup.
Great content, however if I didn’t have an engineering background I would struggle to keep up with the science behind your thesis. We are now into the 2nd and 3rd derivatives of AI value chain. I appreciate you uncovering the opportunities here.
I’ll try to simplify it more