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Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
参加 May 2009
784 フォロー中    19.4K ファン
Yesterday morning, we told clients to take profits on Raspberry Pi $RPI.LN $RPBPF after a 20% surge post earnings. Today, the stock is down 9%. Did someone read our note? Our Long was already up 160% - good results but as we noted, the bar is much more challenging for 2H 2026, along with peak signs and potential impact from Meta's Muse Sign up for our research here:
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