Paradis
@ParadisLabs
AI & tech investment research. No financial advice.
参加 March 2026
162 フォロー中 80.2K ファン
Feels like shorting Taiwanese AI stocks is probably a good hedge right now.
Positioning remains extremely elevated = highly exposed to short-term downside.
Just look at how the market responded to $TSM's awesome earnings/guidance....-2.5%.
もっと見る
