Why This Chip Company Is My Biggest Position
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Today, I talk about the company that is my biggest position, and it is actually one that I haven’t discussed at all on my Substack.
The last of my “big 5” (LITE, AIXA, INTC, BE) I haven’t started to super-intensely cover. But it was one of the first ever chip companies that I discovered and invested in!
It’s also up 10% today and 200%+ YTD and I’ve only ever added. I am proud of this one.
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