Patel says Rubin report was written by him and Myron, not a junior's expectation
“@kospiev @phithetasigma False. It wasnt an expectation. It was me and Myron, the 3rd person at SemiAnalysis who wrote this. You obviously didnt read any the notes re timing either”
Patel says SemiAnalysis tracks changes as they happen, with majority revenue from industry not hedge funds
“@damnang2 Our role is to track what's happening and provide updates as changes happen. Majority of my revenue is industry not hedge funds. Theyre the ones making actual useful decisions with the data. All of these items we reported were true and we explained them. The one caveat is with”
Patel defends SemiAnalysis's 15-20 weekly reports as clear updates, saying industry clients make useful decisions with data
“@damnang2 What's the solution? Make every report a 2000 word salad that reexplains everything? My firm puts out 15-20 reports a week about supply chain and technology for our clients. We try to share clearly and consicely what's happening. The people who boil it down to some silly trade, I”
Patel warns ARR as annualized run rate often represents one-time lumpy revenue, not recurring
“Remember kids When someone says ARR is not annual reoccurring revenue It's annualized run rate, btw most this shit is 1 time and lumpy”
Patel defends SemiAnalysis against bearish NVIDIA accusations by pointing to their unit and revenue estimates
“@Tanner_Invests @GavinSBaker We aren't. Look at our unit and revenue estimates https://t.co/iNAMUIHSWD”