Intel's Mobileye Stub and Positioning

Doug O'Laughlin

Dec 19, 2021

Semis are not that crowded & I take a crack at valuing Intel (model attached)

9 Comments

Dec 20, 2021Liked by Doug O'Laughlin

Hi Doug, the Discord invites you attached in a previous piece is invalid, could you provide again? Thanks.

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Why are you saying semicap is underowned?

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