The benevolent monopoly
Excellent write up Jimmy. Thank you.
This is my largest position and I plan to hold for a while! Great business with no competition. I still think they're resilient even in a scenario where china figures out the same technologies
Absolutely!
I have been in the semiconductor business for 15 years..they have no competition
Absolutely! This is what makes them so interesting, especially as China looks to build its own Semicap ecosystem
Really love the comprehensive coverage!💯
Appreciate the kind words!
Excellent write up Jimmy. Thank you.
This is my largest position and I plan to hold for a while! Great business with no competition. I still think they're resilient even in a scenario where china figures out the same technologies
Absolutely!
I have been in the semiconductor business for 15 years..they have no competition
Absolutely! This is what makes them so interesting, especially as China looks to build its own Semicap ecosystem
Really love the comprehensive coverage!💯
Appreciate the kind words!