Thank you for 3,500 subscribers!! I am grateful to all of you for your support. It’s hard to believe how fast we’ve grown.

I will work hard to deliver even better semis equity research in the coming months.

For those of you who are new, my work spans the gamut. Classic deep dives on one company with revenue builds and DCFs, multi-part series on my highest conviction names (Lumentum, Aixtron, Soitec), earnings call analysis, and portfolio reviews. I also try to make it fun in the process.