Transparency and Strategy

Cypress Semi (CY) has a fantastic leadership team in my opinion. The recent earnings call is a great example

Reading thru this transcript gives you all the clues needed to understand their strategy, where they are facing risks / issues and where they are placing their bets for future success. Nothing was opaque, nothing was hand waving and blaming external locus of control. Refreshing.

I own a small slice and will look for lower prices (my entry point is <$12.50) over the next 3-6 months, as after reading this you can see how typical short term investors will sell this until the sweet spot of their strategy takes off once 5G edge devices start propogating … i am a fan.

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