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Dylan Patel's SemiAnalysis Is Being Sued

Can someone explain the $50M revenue part? SemiAnalysis sells $50M worth of reports per year?
I think it refers to:

To make matters worse, the MNPI was related to a $50m investment vehicle

Mixed up in all this, is the fact that they run a $50m fund, and the implication (maybe direct accusation?) is that the MNPI was also being used innapropriately to inform investments in the fund.
 
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