TheValueist(@TheValueist):$NVDA $MU $SNDK $LITE There is so much sell the news chatter about the Anthropic IPO on the GAI infrastructure trade that it makes me want to do the exact opposite.

TheValueist

@TheValueist

Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.

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TheValueist@TheValueist

2026.08.27 15:56

$NVDA $MU $SNDK $LITE There is so much sell the news chatter about the Anthropic IPO on the GAI infrastructure trade that it makes me want to do the exact opposite.