post Patel warns ARR as annualized run rate often represents one-time lumpy revenue, not recurring
https://x.com/dylan522p/status/2090909375057859015
post Patel says Rubin report was written by him and Myron, not a junior's expectation
https://x.com/dylan522p/status/2085419886310998201
post Patel says SemiAnalysis tracks changes as they happen, with majority revenue from industry not hedge funds
https://x.com/dylan522p/status/2088653662780547546
post Patel defends SemiAnalysis's 15-20 weekly reports as clear updates, saying industry clients make useful decisions with data
https://x.com/dylan522p/status/2089042416926085221
post Patel defends SemiAnalysis against bearish NVIDIA accusations by pointing to their unit and revenue estimates
https://x.com/dylan522p/status/2092464965919875454