The pod cell wagies are seething that I beat all of Wall Street to the most important story in semis and have convinced themselves I just got “lucky.” Intel was sitting out in the open for months. All you had to do was sit down and read 📖📚. But I can’t expect people who’ve never built anything that shipped and couldn’t tell a via from a TSV even if their PM held a gun to their head to understand what was happening in plain sight. Good luck 👍 with your mediocre Sharpe, your 2-and-20 haircut, and your cocaine addiction. After you blow up aping into Samsung at the top, shorting Tower into a squeeze, and going long GlobalFoundries right before the next trough, you’ll get cut, fail to land at the next pod, and end up managing a $40M “family office” for some Greenwich dentist pitching him the same SOXL/SOXS pair trade you read off a sell-side note while your wife cheats on you with a guy who actually knows how to read a data sheet.
