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andrew

T3 · host / generalist

Member of SemiAnalysis's STEEL teardown lab team specializing in semiconductor physical analysis, die extraction, and process node characterization.

1 call·1 name·100% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TAX-WIRETax Wireposition

Tax Wire raises $25M for AI-native global sales tax compliance automation

States increasing sales tax enforcement using AI audits; incumbents outdated; $5T in sales tax/VAT remitted; AI-native service displaces legacy software + Big 4.

TBPN2026-06→

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$TAX-WIRE
Tax Wire
HIGHandrew·TBPN·last month· position
Tax Wire raises $25M for AI-native global sales tax compliance automation
States increasing sales tax enforcement using AI audits; incumbents outdated; $5T in sales tax/VAT remitted; AI-native service displaces legacy software + Big 4.
"Rough roughly correct. The secular trend is is kind of like a few things. One is regulation. So there's that regulation has been rolling out and what we're seeing now is that uh a…"
116:44