Hypergrowth · · 1 min read
The Flow Has Already Rotated
Absolute flow still crowns the semis — its rate of change says opex and applications are taking the baton
Edition · July 7, 2026
The full edition of The Flow Has Already Rotated was published on Substack — please read it there:
- 📰 Substack: substack.closelook.net/p/the-flow-has-already-rotated
- 💼 LinkedIn (subscribe): www.linkedin.com/newsletters/closelook-hypergrowth-6973540500670668800/
A short summary:
Absolute flow still crowns the semis — its rate of change says opex and applications are taking the baton
This stub is auto-published by the Substack watcher. The canonical edition lives on Substack at the link above.