relevant:
zach (@zachglabman)
Article
the year of the component manufacturer
there's no better time than now to be a tier 2, 3 or 4
2026 is underway and the factory tours haven’t stopped. My prediction for this year is that tier 2, 3 and 4 component manufacturers are going
— https://nitter.net/zachglabman/status/2016944422852964398#m