Our readingWhat is a korrent?
Drawn from what Josh Brown said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
The rate of this upside shock is obviously unsustainable. Eventually, the analysts catch up with their forecasts.
Where this was said
↗Unsustainable Things Rarely Sustaindowntownjoshbrown.com
All 2 korrents from this piecethis one is 2nd
Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us
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I hold this tooShared subject first, then similar wording. They may agree or disagree.