M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Joined July 2020
403 Following 95.9K Followers
Those who have missed out on the AI trade have been desperate for it to end.
It’s hilarious watching the mental gymnastics some people go through just to avoid admitting how strong demand for compute still is.
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