Discussion about this post

User's avatar
Eric Roesch's avatar

Great post. I would challenge the assertion on short risk however. The company is facing a binary event (Malaysian Fab start up). The upside is priced in. The downside is not. The short interest is a reflection of this. Just my two cents

Expand full comment
Eddin's avatar

I missed out on this one. Definitely great analysis

Expand full comment
3 more comments...

No posts