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
560 Following 10.9K Followers
Go check when the recent top was. Hope some of you benefited from this.
At the same time, as bullish as I am on some of the names I talk about often, if you are low on cash-raise cash. Doesnt matter how much you like a company-survival is the name of the game. I'd rather own a smaller position for 3 years to let the story play out instead of being over leveraged and panic selling when your back is up against the wall one day.
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