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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
I talked about the strange timing of Jensen’s exit on @BloombergTV. There are a ton of conspiracy theories floating around - I’m going to address a new one which involves $ANT as part of my Anthropic presentation next Wednesday $NVDA
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