ChickenMon3000

[ChickenMon3000 @ChickenMon3000]

@TW_trades_ @Sandesh67539258 I’m long since $40 but the execution risk is very much real. This is a weak management team

[ChickenMon3000 @ChickenMon3000]

@KrisPatel99 Idk I feel like having good visibility on 86% gross margins for the next 3 years is pretty bullish

[ChickenMon3000 @ChickenMon3000]

@kspring404 @pradeeepk Disagree. This is a fundamental shift in the revenue model of the company that provides for long term cash flow visibility and ehanches margin durability. They are making 86% gross margins based on current market prices. The multiple should re rate much higher

[ChickenMon3000 @ChickenMon3000]

@zerohedge Structural change in the revenue model of the company. Needs to re rate to much a higher multiple

[ChickenMon3000 @ChickenMon3000]

@youshoulds60800 @zerohedge That is the opposite of what this means lol

[ChickenMon3000 @ChickenMon3000]

@TheValueist One of the best management teams and track records in this space

[ChickenMon3000 @ChickenMon3000]

@hthieblot Cal League forums

[ChickenMon3000 @ChickenMon3000]

@chamath Personally it’s 10xd my productivity

[ChickenMon3000 @ChickenMon3000]

@blondesnmoney @kaloszer Durability of cash flow

[ChickenMon3000 @ChickenMon3000]

@TheBigBerbowski Present value of expected cash flows

[ChickenMon3000 @ChickenMon3000]

@cicohipe @tylermacro10 @MarkDiStef Present value of future cash flow streams

[ChickenMon3000 @ChickenMon3000]

@SkinnerPm Nat gas

[ChickenMon3000 @ChickenMon3000]

@MTANewsroom @LIRR Fix the windows!!!

[ChickenMon3000 @ChickenMon3000]

@CityofCleveland Idiots

[ChickenMon3000 @ChickenMon3000]

@zephyr_z9 Good or bad for 800V architecture?

[ChickenMon3000 @ChickenMon3000]

@TheValueist That 6 inch wafer

[ChickenMon3000 @ChickenMon3000]

@jukan05 800V the solution?

[ChickenMon3000 @ChickenMon3000]

@WatcherGuru China to buy US semis, chips, oil and gas
US buys China rare earths

[ChickenMon3000 @ChickenMon3000]

@Pablo01618 $ALGM ?

[ChickenMon3000 @ChickenMon3000]

@Peoplewish @ChitownPathMD It’s the greatest industrialization the country has ever gone through sans the railroads