4 Comments

Thanks.

Looks like ASML is also can be involved to the inference market and therefore may have a positive effect. Do you agree?

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You also have all the suppliers, like ASML and others, who will benefit from a pure bigger demand perspective.

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Thanks for the article. Really enjoyed it.

I tried to watch your interview with Sunny but the "watch now" button does not seem to work. Is this content for subscriber only? Also if there a retail investor oriented subscription for alpha-sense?

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thank you! Did you try using a work email (non Gmail)? If you don't have one or it still doesn't work just email me at uncoveralpha@substack.com

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