Richardson Dackam

@richardsondx

9 published takesReturn since start

Ozempic Goes Global
NVO · LLY · TMO +12Practice
+1.9%
since Sep 30
Two Convictions, Two Tripwires
HLIT · EXK · SGOV +1Practice
−2.1%
since Oct 2
Glasses Replace the iPhone
META · QCOM · TSM +16Practice
−6.2%
since Sep 30
The Magnet Bottleneck
MP · USAR · RRX +17Practice
−10.1%
since Sep 30
800 Volt AI Factory
POWI · VRT · MPWR +14Practice
−12.9%
since Sep 30
Power Equipment Bottleneck
FPS · POWL · SPXC +10Practice
−15.0%
since Oct 2
TTM and the AI Board Stack
APH · TEL · ROG +7Practice
−16.2%
since Oct 2
The Machine Around the Chip
MTSI · TSEM · CRDO +17Practice
−16.4%
since Sep 30
1.6T Optical Module Ramp
AAOI · COHR · LITE +3Practice
−22.2%
since Oct 2