Andy Constan
@dampedspring
macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joined June 2013
465 Following 497.3K Followers
By far the sector that I have most despised since calling a bubble
is the neo cloud data centers and $ORCL, $IREN, $CRWV and $NBIS There is literally no pie for them. But jeez. I may have to degen long today.
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