QCOM/KLAC/KLIC/FORM/QRVO/IFX/ONTO/MPWR and a trade idea
Wow a lot work here. Thank you.
Did you intend to put the MPWR analysis in this report? I see it in the header, but not the body of the report.
Ahhh I did I’m sorry. I am a bit sick and was struggling to finish so I cut it out. I’m sorry.
Very informative write-up. Thanks
Thanks! Just trying to cover the good bits of earnings so you don’t have to!
Which component supplier and/or part of the supply chain do you most favor assuming a robust EV ramp? Infineon, stm, cree, soitec, etc
Clearly it’s CREE but the valuation massively assumes it. Infineon is probably next then NXPI. It’s hard to know for sure but it’s probably the first thing I write about post earnings.
Wow a lot work here. Thank you.
Did you intend to put the MPWR analysis in this report? I see it in the header, but not the body of the report.
Ahhh I did I’m sorry. I am a bit sick and was struggling to finish so I cut it out. I’m sorry.
Very informative write-up. Thanks
Thanks! Just trying to cover the good bits of earnings so you don’t have to!
Which component supplier and/or part of the supply chain do you most favor assuming a robust EV ramp? Infineon, stm, cree, soitec, etc
Clearly it’s CREE but the valuation massively assumes it. Infineon is probably next then NXPI. It’s hard to know for sure but it’s probably the first thing I write about post earnings.