Semi’s Resources Semi’s Investing Resources for Newbies: A Thread 🧵Thanks for reading Chips’s Substack! Subscribe for free to receive new posts and support my work. 📈Like some of you, earlier this year I was kindly asked by my PM to expand coverage further in TMT into Semiconductors. Probably to my own fault, I was always so focused on my core sector, that I had zero idea how Semis value chain worked other than knowing what NVDA/AMD were doing and how that fed into MSFT, OpenAI, etc.
Semi’s Investing Resources for Newbies
Semi’s Investing Resources for Newbies
Semi’s Investing Resources for Newbies
Semi’s Resources Semi’s Investing Resources for Newbies: A Thread 🧵Thanks for reading Chips’s Substack! Subscribe for free to receive new posts and support my work. 📈Like some of you, earlier this year I was kindly asked by my PM to expand coverage further in TMT into Semiconductors. Probably to my own fault, I was always so focused on my core sector, that I had zero idea how Semis value chain worked other than knowing what NVDA/AMD were doing and how that fed into MSFT, OpenAI, etc.