POPA ReconNow everyone is trying to find the next bottleneck. There seems to be a lot of bets that expect B-level C-level companies to benefit from…
Now everyone is trying to find the next bottleneck. There seems to be a lot of bets that expect B-level C-level companies to benefit from the A-level company's products in the bottleneck sector are sold out. Lower vendors are naturally sensitive to the pace of demand growth across the industry, but higher vendor capa expansion is also fatal. These companies' stock prices can rise quickly as the situation improves, as the previous rating was not good, but we must not forget the nature of investment. They are inferior to leaders in technology, business structure, and management quality. Furth…
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