Dylan Patel's avatar
$103.9m follower assets
Reason 572853 to not listen to most sell side analysts.
There's multiple factual mistakes here regarding $BESIY $INTC $KLIC $ASMVY
Meteor Lake isn't Foveros Omni.
ASMPT has a huge order backlog from Intel on these TCB tools that continue to come in. Yes KLIC is in mix too, but for different reasons!
These orders were also announced, yet sell side comes up with this?
Eric Messenger's avatar
I saw enough statistics along the way to ignore analysts and forecasters🤣