Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
What Do You Think the Market Is Missing?
i think i could just infer here that what you're seeing is this big adoption story. In some euctors, where a giant protocle ens company wins, and then jus the fundamental results follow through. One of my favorites ever was the first post ever by substaon my subsack was infiday. I posted that, and actually they got acquired like, a week later. It it was pretty weird. M, i'm kind of, actualy a little salty about it. You wouldn't slet me lose some, you know, iave felt that way before.
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