In short: Farley's source, not Dillian's — cited to complicate the crowded-semis story: "I actually have some data from a company called Vanda Research… top of the line positioning data on retail. And they actually say that retail positioning in semiconductors is among the lowest it's been over the past two years," with the late-July hedge fund unwind "the biggest since 2020." Dillian accepts it — "I like it. I can go with that" — and shifts the crowding to institutions.
11:25I think earnings — revenues were growing like 200% a few years ago and they slowed down to like 50 or 60. So I think he's guiding for — Yeah. Revenues were growing like 55%. And so they did slow down and now — yeah, he guided, the CFO guided for 70% growth over the next 12 months. Jared, I actually have some data from a company called Vanda Research.
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