26 Comments
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LH3's avatar

Thanks for the insight Tic.

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jack's avatar

Any update on APPS for earnings?

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Albert Fang's avatar

Inter-day.

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Pivot's avatar

dude I am loving these

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bmoney2000's avatar

If I could choose anyone in the world to grab a drink with, it would be you, Tic

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Antwan's avatar

You the best champ!

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Mr Poots's avatar

As always, thank you, Tic ~:)

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The Jess's avatar

Awesome. Thank you.

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diprip's avatar

Love these detailed notes. Thanks.

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PaySense's avatar

You called that 880 perfectly. I'm starting to believe you're a part of the % of people who own all the stocks.

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itradeforJesus's avatar

I am in sales and one of the things we provide is a hardware product that relies on several kinds of semiconductors. Our lead times a few months ago were 1-2 weeks, now we are at 92 days and after November we are looking at 200+ days.

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HyHy's avatar

Enjoy your analysis.

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Shloimy's avatar

Your clarity is a gift!!!

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Waqas Mehboob's avatar

Great content

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Marcus's avatar

That level was key

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Lori's avatar

Thanks so much Tic for your detailed comment!

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