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5 years ago on May 22nd, my 24th birthday, I posted my first blog on SemiAnalysis Since then the unbelievable has happened. The world's biggest tech companies, their supply chains, and investors all don't just read my blog, they use my data and analysis to make decisions that shape a trillion dollars of investment in the world's most important technology, AI I am so fortunate to have assembled the best and smartest team to help create this. There's 10 of us here in Taiwan at Computex, but Team SemiAnalysis is now 32 lovely souls. I never would have imagined shitposting could take us to such incredible places, but as I reflect on my 29th birthday, it's clear, shotposting can take you anywhere. Thank you to everyone who I've met over the last 5 years that's helped me with this journey and to everyone who was there before it ever started. I am so lucky to be able to live this life and it's because everyone around me is so incredible. I couldn't imagine it without the support system of such great friends, colleagues, and family. Onwards to year 29. The best is yet to come!