What do I do?
Basically a tech geek, I have 10~20 years of semiconductor investing experience.
I am passionate about digging deep into the latest technology trends, and finding out how the technology changes impact individual companies along the supply chain.
My research interest ranges from the most upstream (eg. semiconductor equipment and materials), to the most downstream (eg. AI server clusters) of the entire semiconductor and technology hardware supply chain.
What I don’t do?
I do NOT provide stock recommendations NOR stock ratings (eg. buy/ sell/ hold).
I do NOT provide earnings forecast NOR valuation/ target price for any listed stocks. Please reach out to professional brokers for their equity research reports.
This newsletter aims to provide readers with the latest technology trends and changes in the industry, but NOT to provide material non-public information (MNPI) of any listed companies.
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