Beaten Down Semiconductor Could be AI Play

One broken down company has a shot at being a good investment.

This is a crosspost from Fabricated Knowledge. I know most of you are subscribers, but I thought I’d highlight that while I barely talked about the incentive aspect of this company, that’s probably my favorite part of the thesis.

We will see soon, but granting options at the bottom of a cycle is usually an alright move. Enjoy the piece!