Semibunductors @semibunductors
We are Coco and Hart. Capital intensive and gross margin dilutive with a negative impact to @srasgon’s FCF. Lobbying Congress to add rabbits to the CHIPS act. Joined July 2021-
Tweets67
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Followers133
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Following3
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Likes24
audiophileaj @audiophileaj
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Travis Lundy 👹 @travislundyasia
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Tracy Alloway @tracyalloway
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Adam Chodaba 🇺🇸.. @AdamChodaba
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Stacy Rasgon @BernsteinRasgon
8K Followers 21 Following Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment at Bernstein Research. No replies to Tweets, apologies.
Andrew McCoubrey @mccoubr
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mt @mtscss
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Sean Kinney @seankinneyRCR
3K Followers 992 Following AI, chips, cloud, gin, MNOs, network hardware and software, Star Wars and Steely Dan—that pretty well sums it up.
Steven Pelayo @usatohk
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Semicondogter @Semicondogter
95 Followers 5 Following Chip the Wonder Dog. I pee on @srasgon’s floor when I think he’s not looking. Still deciding if the @semibunductors are friend or food.
Derick Fan @dcpfan
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28 Followers 565 Following
EUNHAK BAE @nellybae
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baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
Scott Jones @RyeNotBerben
3K Followers 1K Following 90's sell-side analyst, independent trader since 2003, whiskey collector. If you can't identify the idiot, there's a good chance it's you.
Bubby’s chickensoup.. @NathanInvstmnt
73 Followers 529 Following Searching, Listening, & Learning….also shitposting
Semicondogter @Semicondogter
95 Followers 5 Following Chip the Wonder Dog. I pee on @srasgon’s floor when I think he’s not looking. Still deciding if the @semibunductors are friend or food.
Stacy Rasgon @BernsteinRasgon
8K Followers 21 Following Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment at Bernstein Research. No replies to Tweets, apologies.
Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
@JamesDSneed @Srasgon Beat me to the banana reference, so I'll just ask if the @Semicondogter and @semibunductors will feature in them...
@Srasgon @semibunductors Please tell me one is named Boron and the other Phosphorus.
I just want you to know this exists instagr.am/p/Ci3jSZiJBDG/
@Srasgon Thought wabbits only ate carrots and knights.
@sciliz Sold the place is 2012. Yes, Bought at the absolute height, sold at the absolute bottom
Tewolde drives a taxi in Denver and he introduced Eritrean music to me today. It was a memorable and very touching experience that may have never happened without travel. Will try and share my experience on this thread.
@Srasgon @elonmusk @twitter @semibunductors Followed.
Rejoice! Chips are about to get dramatically cheaper! thememoryguy.com/tectonic-chang…
@Srasgon @FoolAllTheTime cut fiber problems are real
@semibunductors Not sure it’s dilutive though because those stocks are net net removed from the outstanding shares
@semibunductors Dont mind me, just Casually sitting on my 100d.
4 years ago I left academia without a single academic job interview, only got a job because an old family friend had started a company (I got 0 corporate interviews otherwise!!) and all it took was a global semiconductor shortage for people to read my work
@semibunductors @Srasgon Before Picture: “Spicy Numbing Mala Rabbit” (Just kidding!)
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