semis and AI stonks articles that are free and not slop
AI/semis buyside investor who writes lots of articles | All views my own, not financial advice
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SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.
Independent multi-strategy equity research. 108% annualized return since inception.
Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.