@HiCagr Great EMIB vs CoWoS-L breakdown, one of the best I’ve seen. Honest question though: most of this (90% yield, Google/Meta, EMIB-T rollout) has circulated since April/May and seems priced into the $135-160 PTs since BofA’s double-upgrade. What part isn’t priced in yet?
I’m no epidemiologist and no public health expert. I do believe passionately in science and also in #Factfulness. This man is the global authority on the spread of disease. If you are a leader (in any capacity) watch this. If you are not, watch it too.
@txsalgado O artigo reflete sobre todas as bolhas do último século e como a bolha atual pode estar prestes a rebentar pois se pensa mais uma vez que "desta vez vai ser diferente". O Coronavirus pode ser o rastilho, ou pode ser outro fator, mas irá acontecer.