Betting on the underdog.
Love the coverage so far. I own many of these stocks, so I hope they continue to work.
Thank you.
Great coverage on AMD; absolute clarify on the thesis, thanks for sharing
Great deep dive, Rebound.
What do you think the future holds for this sector?
In 5 or 10 years, will there still be several leading companies competing for market share - or is this more of a winner-takes-all kind of space?
Love the coverage so far. I own many of these stocks, so I hope they continue to work.
Thank you.
Great coverage on AMD; absolute clarify on the thesis, thanks for sharing
Great deep dive, Rebound.
What do you think the future holds for this sector?
In 5 or 10 years, will there still be several leading companies competing for market share - or is this more of a winner-takes-all kind of space?