@knockouttrader They confirmed the $AMD deal yesterday:
SAN FRANCISCO, May 21 (Reuters) - Amkor Technology (AMKR.O) is working with Advanced Micro Devices (AMD.O) on packaging AMD's chips, Amkor said on Thursday.
Plus they are working with $INTC on EMIB
Philippe Laffont presented today its annual “Coatue View on the State of the Markets”. A must-read for investors, founders, and Big-tech employees.
1) Are we in an AI Bubble? Is NVIDIA a bubble?
2) Is Software Dead? AI-as-a-Service?
3) Last 12-month stock-market recap
4) Buying High and Selling Low
5) Full Deck available
A must-bookmark Thread 🧵