Lee

[Lee @getupsquidley]

@BenBajarin DRAM is the primary input into HBM, isnt that worth considering.... price of one is correlated to the other

[Lee @getupsquidley]

@DrFrederickChen This is a different path to SKH right? horizontal capacitors? it seems hard to square this with the 4F^2 transition making both the capacitor and transistor vertical as a stepping stone to 3D

[Lee @getupsquidley]

@DrFrederickChen It’s kind of weird right cos euv in the current process protects the big 3 from Chinese competition. Whereas the direction of travel is towards 3d and no euv. Long term dram market future looks very tricky competitively

[Lee @getupsquidley]

@BuffaloBillCo Thanks for this. Do you recall who pitched schibsted?

[Lee @getupsquidley]

@highyieldYT @WrenIndian @IanCutress Any recommendations? I’m relatively new to semi YT. I follow yourself and asianometry. Really like the bigger picture strategic stuff.

[Lee @getupsquidley]

@PythiaR @RodriGo_ethe I understand WCN has historically earned strong outcomes from market selection regardless of whether they controlled the landfill or not

[Lee @getupsquidley]

@PythiaR @RodriGo_ethe I haven't yet crawled through the financials of these entities when you refer to "disposal neutral", what do you specifically mean? 50/50 1P/3P landfill usage? or disposal costs = landfill revenue?

[Lee @getupsquidley]

@CollingwoodFC whose idea for noise pollution. Speakers pointing into the crowd. Who asked for this?

[Lee @getupsquidley]

@SteadyCompound Fundsmith.
Thank you champion

[Lee @getupsquidley]

@pierre485_ @West3DP The chart is fine, he’s just a douche

[Lee @getupsquidley]

@pierre485_ Hi, Appreciate it if you could update your comparisons Pokemon gen 9 v gen 8 and versus Legends. Does seem like S/V are on track for a big launch

[Lee @getupsquidley]

@pierre485_ It seems like these titles are on track to break records. If the quality of the games is reasonable, Pokemon could have an enormous holiday period.

[Lee @getupsquidley]

@MCC_Members zero chance the mcc members is full tomorrow. Yet there will be no walk up access.

[Lee @getupsquidley]

@MCC_Members what is the deal with the whole of level 2 being reserve seating? Incredible for a game featuring an interstate team? Guess this will happen all year? Does it mean have to buy a reserve seat to access level 2 from now on?

[Lee @getupsquidley]

So basically the whole member only section is reserved now every week, presumably for a fee, after paying our membership last two years with no access for fans. Seems odd.

[Lee @getupsquidley]

@MCC_Members What has happened to walk up? Pretty annoying to realise this is happening. Is it going to happen for the gf as well? We all gonna sit online refreshing like mad only to miss out. God

[Lee @getupsquidley]

@MCC_Members I walked into level 2 and showed my membership card and was told reserved only go to level 1 or 3. Really odd. Especially with a low crowd game

[Lee @getupsquidley]

@MCC_Members I was refused entry today and told the whole of level 2 is reserved only today? So your staff member got it wrong?

[Lee @getupsquidley]

@pierre485_ Curious to think of worldwide sales potential of PLA…. Hard to get a grasp on it… if the game is well received it could be enormous… but at same time there is little insight into the games quality