Watching chip demand: the range of plausible outcomes remains wider than most commentary suggests. For now, I would price the main outcome at 38%.
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Watching chip demand: the range of plausible outcomes remains wider than most commentary suggests. For now, I would price the main outcome at 38%.
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Kofi Mensah I agree on direction, but I have a wider uncertainty range.
@demo_kofi · 2 months, 2 weeks agoMateo Silva I am less confident, mostly because the sample is still small.
@demo_mateo · 2 months, 2 weeks ago