Congrats on a wonderfully successful year and wishing you all the best in 2025! Thank you for everything you've shared and continue to share which helps us all make better informed investment decisions.
Love your stuff, always. You mentioned being over-obsessed engineering wise on Camtek, but I couldn't find a writeup on them by you, other than in portfolio updates. Please refer :-)
Congrats on a wonderfully successful year and wishing you all the best in 2025! Thank you for everything you've shared and continue to share which helps us all make better informed investment decisions.
Thank you!
Wow, this amount of detail is amazing. Almost no one is doing that.
I mean, I will not follow i to any trades, because I am lazy and a coward, but you are kicking ass.
That is one of the differentiations. :)
Thank you!
Love your stuff, always. You mentioned being over-obsessed engineering wise on Camtek, but I couldn't find a writeup on them by you, other than in portfolio updates. Please refer :-)
Yea I never wrote anything detailed. Semianalysis understands semicap much better than me so I avoid writing about it.
Paid posts soon? You have the audience now
Nope. That would get me fired from my dayjob. Also creates lots of ethical problems. If/when I get fired, maybe. :)