Roast topics
Find topics
Roast it!
Roast topics
Find topics
Find it!
Login
From:
Irrational Analysis
(Uncensored)
subscribe
Tower Semi, Fabrinet, and the Incredible Nvidia 1.6T Transceiver Ramp
https://irrationalanalysis.substack.com/p/tower-semi-fabrinet-and-the-incredible
links
backlinks
Excessive extrapolation of two earnings call transcripts.
