7 Comments

Powerful analysis! Thank you very much for sharing Patel.

I was totally shocked when I read the MS report. They are basically asking investors to trust some sell-side analysis instead of leaders from TSMC....

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loved this piece... i gave up on that report after page 5.. I admire your ability to last till page 19...

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Institutional imperative

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Off-topic, but dude, have you been stockpiling these or just writing non-stop on Adderall for a week?

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