Avi
@AviFelman
live-streaming @1000xpod / Ex Portfolio Manager @ GoldenTree, BlockTower
Joined July 2015
1.2K Following 106.7K Followers
The pain trade is $MU upside... a lot of derisking yesterday due to index performance. Underweight PMs chase semis back up, last few weeks of insane rally then blow off
Just a thought
