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
$MS $GS $NVDA $MU $SNDK $LITE Start to looking interesting here. They should drive meaningful margin improvement with GAI.
