Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
Joined March 2013
498 Following 10K Followers
Trump banning diesel exports? No way this actually happens IMO, whole supply chain would get wrecked. @JensenHuang calling him to talk him out of it by lunch.
Thats why yields are spiking and markets are pulling back.
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