Ep 182: Simon Erickson: EV Stocks Powering Up?
Investing With IBD
The Importance of Gross Markets in Research
Gross markets are just so important when analyzing companies. If you can do that, and it's a new industry, like we said, you get higher price points. And if you're selling CPUs that are 30 years old, you want to go where the pricing can support it. They're kind of trying to be like wolf speed at the same time as on Cindy. That's probably enough enough of a market for both of them to win at doing that strategy.
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