The Skeptical Optimist’s Substack

The Skeptical Optimist’s Substack

The Super Hidden Printed Circuit Board Bet

An Asia-listed PCB name with indirect exposure to one of the AI infrastructure supply chain’s more interesting bottlenecks.

Dheeraj Namburu's avatar
Dheeraj Namburu
May 22, 2026
∙ Paid

Keeping this one vague beyond the paywall…

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