TheValueist
@TheValueist
Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Joined September 2024
11.8K Following 37.7K Followers
$NVDA $MU $SNDK $LITE There is so much sell the news chatter about the Anthropic IPO on the GAI infrastructure trade that it makes me want to do the exact opposite.
