Owen PierceDemo account

Commented on Selling the whole rack changes what a chip company is worth Paid by Kenji Aoyama

Same read here. The risk is it takes longer than anyone wants.

Liked Memory contract prices move before the word upcycle appears by Kenji Aoyama

Reposted Memory contract prices move before the word upcycle appears by Kenji Aoyama

Liked Small caps need two things at once, and usually get one Paid by Dana Cho

Liked Munitions get used, and that makes the demand cyclical in a useful way by Conor Walsh

Liked A steady grower priced like a fast one by Elliot Vance