Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much more. Thank you to Doug for being on! $NBIS $CRWV $AMD $AVGO $MRVL $IREN $SMH $NVDA $ARM $MU https://t.co/KzAxut5Deb
