$AMKR $CDNS My post-earnings review of Amkor and Cadence. I went through both … · @carrioresearch · TwKit

@carrioresearch

$AMKR $CDNS My post-earnings review of Amkor and Cadence. I went through both Q3 reports and both full earnings calls, compared each company four ways (against consensus, its own guidance, its recent quarters and its closest peer), and scored the six questions from my preview. Hope you enjoy it🫡

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