We are very much in the "ask hard questions" part of the "buy now ask hard questions later" part of the semi industry melt-up of late 2025 to 2026. For example, $GLW. Last year, many recognized the value. But now? Prompting the LLM to talk about products, explaining the "bottleneck," and stuffing them into "secular trend" buzzwords does not mean value still exists at this point. https://t.co/RcLDlH4qnv
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