Watching chip demand: the range of plausible outcomes remains wider than most commentary suggests. That leaves me at 38% until we get better evidence.
Open post
4 likes
2 comments
Watching chip demand: the range of plausible outcomes remains wider than most commentary suggests. That leaves me at 38% until we get better evidence.
Open post
Zara Khan I agree on direction, but I have a wider uncertainty range.
@demo_zara · 3 months, 2 weeks agoRyan Patel I am less confident, mostly because the sample is still small.
@demo_ryan · 3 months, 2 weeks ago