The Pomp Letter
The Pomp Letter
The Re-imagination Of Our Infrastructure
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The Re-imagination Of Our Infrastructure

To investors,

Many people are rightly focused on the health and economic crisis that is underway. These two things are happening simultaneous to a number of important developments in the chip manufacturing world.

As a reminder, every electronic device you own has a small wafer of semiconductor material embedded in it that contains integrated circuitry. Th…

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