Frederick Osborn

[Frederick Osborn @shefosborn]

@lithos_graphein Good post

[Frederick Osborn @shefosborn]

@Srasgon Haha this was pretty good Stacy

[Frederick Osborn @shefosborn]

@zephyr_z9 Thank you for drawing a line in the sand on this FUD nonsense

[Glen Kacher @GlenKacher]

Most allocators I meet with get most of their technology exposure through private equity and venture capital. That exposure is dominated by software, historically 90% or more. The key to not trailing the indices now is changing your market weights to semis. The allocator need to hire semiconductor specialist investors - it’s not a category for generalists, as there’s too much volatility more many investors’ tolerance.

[Frederick Osborn @shefosborn]

@RpsAgainstTrump The jokes just keep writing themselves

[Frederick Osborn @shefosborn]

@TBU12345678 The multiple spread makes no sense: try running a 30% revenue cut on NVDA’s 70% gross margins vs. an industrial co’s 30% gross margin and see what happens to EPS

[Frederick Osborn @shefosborn]

@garyblack00 Couldn’t agree more Gary

[Frederick Osborn @shefosborn]

@DiscountedTr Can I invest in his fund or is it closed??

[Jeff Dean @JeffDean]

This is absolutely shameful. Agents of a federal agency unnecessarily escalating, and then executing a defenseless citizen whose offense appears to be using his cell phone camera. Every person regardless of political affiliation should be denouncing this.

[Frederick Osborn @shefosborn]

@Srasgon But you’re still a neutral / hold on the stock?? 🤣

Jk jk…

[Frederick Osborn @shefosborn]

@TBU12345678 @evrgn11112231 TSMC the most laughably unappreciated mega cap based on fundamentals

[Frederick Osborn @shefosborn]

@InnocenceCapit1 This. We need to all go back to a world where this is ok to say.

[Frederick Osborn @shefosborn]

@Srasgon Jinxed it!

[Frederick Osborn @shefosborn]

@CommerceGov 🤡

[Frederick Osborn @shefosborn]

@InnocenceCapit1 @stuartpstevens @Lane_Kiffin And the teams completely turnover in 2-3 years

[Frederick Osborn @shefosborn]

@insane_analyst This…is not well informed. TSMC uses Amkor in AZ

https://t.co/TUsFx1mbVz

[Frederick Osborn @shefosborn]

@RpsAgainstTrump Well said

[Frederick Osborn @shefosborn]

@Jukanlosreve Seems like a very reasonable take and point of view from Chris

[Frederick Osborn @shefosborn]

@Archer83Able Is this the new mad max movie?