SemiAnalysis Calls Google Ultimate Supply-Constrained Business Across Multiple Sectors

Original post

OPBI#1402bilal|@BILALTWOVEC

this is missing at least one more sector :D

10:01 AM · May 28, 2026 View on X

QUOTE POSTBI#1402bilal|@BILALTWOVEC

this is missing at least one more 🫪

CRCeleritas Research@CeleritasRe

Banger paragraph from @SemiAnalysis_ Had never thought about it like that before.

9:40 AM · May 28, 2026 · 11.8K Views

5:51 PM · May 28, 2026 · 811 Views