NAURA Technology Group Co., Ltd.
NAURA
position
long
Gavin Baker, Atreides Management
Thesis
NAURA is mentioned as another company that could thrive in the semiconductor sector as China develops its own capabilities, potentially filling the gap left by Western companies.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame for the thesis, it's difficult to assess whether NAURA has thrived in the semiconductor sector as anticipated. The thesis suggests potential growth due to China's development of its capabilities, but without concrete evidence of performance or time elapsed, the outcome remains uncertain.
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