Thank you for taking down Jack Blount from the Yahoo INTRUSION profile; also, Julia Kramer is no longer at INTRUSION. Could you take her dow
We continue to see several catalysts for outperformance and the
multiple returning to a historical premium vs peers (35% vs now at 30%): 1)
GM resilience in spite of TI not raising prices to customers which implies limited
downside from eventually normalization; and 2) share gains from stable lead times
and high (relative to peers) inventory availability.