YOU'RE NEVER GONNA BELIEVE WHAT HAPPENED NEXT
Gavin Baker@GavinSBaker
Interesting that datacenter semis, which are super leveraged to this given high compute intensity, are trading at their biggest discount to industrial semis in the last 5 years with more derisked estimates. Positioning in semis also at 5 yr lows per GS. nytimes.com/2023/01/07/tec…
English
