Leroy Groffier
@LeroyGroffier
the action is the juice
参加 March 2017
772 フォロー中 1.3K ファン
Tech rotation --> downstream: Lenovo and ODMs outperforming and sucking the oxygen out of semis/upstream/optical in Greater China today. Govt fund also selling down some stakes in big local semi names. Any excuse to rotate.
もっと見る
