Source material behind every call on the tape.
I still think the memory name all will 2-3x from here comfortably. Models are rapidly commoditizing, which will only increase demand. Inference isn't really a compute issue it's a memory issue. The timeline to bring on more capacity is years. …
For a long time I wanted the perfect entry. I'd wait for one more pullback... One more red candle... One better price. Half the time the move happened without me. Now I'm much happier entering after a trend starts to …
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I have a rule where I won’t buy into a company if another company can duplicate their product. Companies like Nike, lulu lemon, Pepsi, or Starbucks. While some of these companies do well, I feel like you’re always one mistake …
Two months ago my portafolio was up 20%, today I am -10% this is ridiculous. Literally April an may they were great, the market was growing a lot, suddenly there was a day, I don’t remember which one, when nothing …