Is the so-called deep research on chips really just this? SemiAnalysis is fiercely criticized by netizens
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The well-known semiconductor analysis firm SemiAnalysis has faced criticism from netizens due to its founder Dylan Patel's high-profile claims of accurate predictions on the X platform. Netizens questioned the accuracy and neutrality of its research, pointing out that the reasons for predicting a decline in Oracle's stock price were unfounded, and criticized its lack of transparency and unfair pricing
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