26 Comments

Thanks for the insight Tic.

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Any update on APPS for earnings?

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Inter-day.

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dude I am loving these

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

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You the best champ!

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As always, thank you, Tic ~:)

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Awesome. Thank you.

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Love these detailed notes. Thanks.

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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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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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Enjoy your analysis.

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Your clarity is a gift!!!

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Great content

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That level was key

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Thanks so much Tic for your detailed comment!

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