Dave.𝟎𝐱U
@bc1qDave
3rd President @0xUClub/ @Hkustcryptoclub @galaxyhq @HKUST /牛熊幸存者, 一二级交易员, Macro, Quant, AI
—— Have your own book 🕙
Joined October 2023
2K Following 8.9K Followers
女股神上个月回撤30%
I’d like to give a special thank you to Bloomberg’s piece on $META compute.
As well as the 2 back to back bear posts on CPO delays.
But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.
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