Counts from the Tue, Oct 20 close, which is not scored yet.
LIWEI_TW Capital@LIWEI_TWCapitalLast Friday, Liwei called on everyone to buy the dip. Over the weekend, I backed up that call with several posts breaking down $TSMC’s latest data. Nothing in those numbers pointed to an AI hardware bubble bursting. Meanwhile, FinX was flooded with doomer FUD predicting an
LIWEI_TW Capital@LIWEI_TWCapitalForeign retail investors are completely missing one fundamental truth about leading-edge nodes: semiconductor node migration is a one-way street. So if customers have access to 2nm or 3nm, nobody is going to downgrade back to 8nm just to save a bit on wafer costs—the compute