Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
787 Following 1.7K Followers
MLCCs: one thing that *everyone* seems to agree on--the AI bottleneck trade is stale and played out. Nonetheless, lots of supportive color and analysis emerging from passives space over the last week and related stocks finding support in weak overall tape. Watch these divergences
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