SemiGrowth@SemiGrowth

3Settimana

I think that we can grow further. It is one of the most profitable companies on this planet

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Carles@Carles

3Settimana

@SemiGrowth the real question on the short/medium is if they can keep growing that fast. If they can’t, valuation multiples will suffer… but we’ll see! Still my biggest holding 💪🏼

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SemiGrowth@SemiGrowth

3Settimana

@Carles always beating earnings like crazy. Hopefully it will continue that way

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Carles@Carles

1Settimana

@SemiGrowth 🚀🚀😂 still not selling anything? It’s over 9% of my portfolio at this point (again), I might let go a bit more..

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SemiGrowth@SemiGrowth

1Settimana

@Carles nah, you missed out nearly 20% in a week xD

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