Ren(@ren_stocks):$SOXX $SMH Cool story, bruh. Here is a 10x Semis just to inverse Citrini. Let’s see how it holds tomorrow.

Ren

@ren_stocks

Investing into the AI buildout ⚡️ 308% YTD Head of AI | Product Manager #79# Bestseller on Substack Finance. Subscribe on X or on Substack to get Discord access

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Ren@ren_stocks

2026.11.05 07:03

$SOXX $SMH Cool story, bruh. Here is a 10x Semis just to inverse Citrini. Let’s see how it holds tomorrow.

Citrini@citrini

2026.11.04 21:54

The regime shift means it’s going to be very easy for investors to get burnt applying frameworks that worked for the first part of the cycle to the next. Our 10th State of the Themes is about how we intend to avoid that.