Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice
参加 May 2009
807 フォロー中 20.2K ファン
OpenAI said ARR at end of Sept was ~$50bn, not the $70bn previously rumored
