SemiAnalysis accused of backpedaling on $CBRS reporting behind paywall
bookwormengr · x · 2026-10-03
Trader JKeynesAlpha called out SemiAnalysis for allegedly publishing public reporting on $CBRS that caused a "misunderstanding," then quietly revising its stance behind the paywall, calling the move "shameless." User bookwormengr quote-shared the post and tagged SemiAnalysis directly, asking for an explanation of the contradictory reporting. The dispute centers on a credibility question: whether an influential research shop's public narrative diverged from its subscriber-facing position. No response from SemiAnalysis appears in the thread.
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