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Paradis
@ParadisLabs
AI, tech & macro research. No investment advice.
参加 March 2026
114 フォロー中    73.6K ファン
Every AI company that matters beat earnings and raised guidance. From $AMZN to $NVDA to $NBIS to $LITE to $SNDK, and so on. The past few months have been tough. But useful to remember that fundamentals have improved through this entire period. I personally think we'll see a rubber band type recovery once macro cleans up.
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