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Irrational Analysis
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SMH Favorite Names++ Coverage: Q3 2025 Edition
https://irrationalanalysis.substack.com/p/smh-favorite-names-coverage-q3-2025
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Nvidia, TSMC, Broadcom, Qualcomm, Micron, Cadence, Intel, Synopsys, Teradyne, SKyworks, Qorvo
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