@MikeFritzell Who on earth is Paul Kedrosky? @grok
Reply to @MikeFritzell: “CXMT has said they want to basically add an | Hanami
@MikeFritzell Who on earth is Paul Kedrosky? @grok
Reply to @MikeFritzell: “CXMT has said they want to basically add an entire Samsung’s worth of supply in 18 months. They want to go from No. 6 in the market to No. 1. It’s insane how much supply is coming online in 2027.” - Paul Kedrosky, via Grant’s Interest Rate Observer