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Insight Alchemy/金乌术
@insight_alchemy
AI-obsessed quant. Fundamental research on tech and business. Data scientist for political campaigns AI股票量化交易. 基本面研究 为了纪念越狱未归的小鹦鹉, 改名金乌术.
4.9K Following    6.3K Followers
Is the memory boom actually peaking? Investors are watching Q4 earnings to see if AI hardware demand can sustain these growth levels. Real demand beats hype. #MU# #Stocks#