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claytonjytoday at 2:16 PM1 replyview on HN

you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.

https://semianalysis.com/


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flyinglizardtoday at 2:41 PM

To me they come across as overzealous peddlers and hacks on some market pumping mission.

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