We’re now of the opinion that SemiAnalysis actually doesn’t know *anything* about what’s going on / they are literally just making up “insights” on the spot Listening to the TBPN interview with Doug the prez of SA ( @fabknowledge , aptly named) this morning it became clear They actually have no idea about anything at this point. Not sure what happened, if that’s been a gradual evolution, but at this point we’re fairly certain you can just throw out whatever they’re telling you entirely