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
Yesterday, we removed another of our AI beneficiaries - $AMAT. $AMAT had soared 40% since we went bullish back in February. We continue to de-risk on AI and now, WFE.
sign up here:
もっと見る
