@insane_analyst Been following you for few months . Great calls so far, couldn’t participate much except a starter position in NVTS. Thanks for all the sharing
Will semtech’s dollar content in dc and pricing power drop if CPO adoption happens faster? Isn’t that a bear thesis for $SMTC? Trade?
@RSX_Trading Why do you think OpenAI, Claude cannot build their own ad DSP? They will just become walled gardens. TTd CeO just seems to be optimistic to get their ad share