Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure.
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It's truly amazing how quickly sentiment flips.
A stock like $CRDO starts tanking, and suddenly everyone comes out with their bear cases: it's overvalued and that the run is over.
A few days later it rips 10% in a day, and somehow those same accounts were "pounding the table" on it the whole time.
Hate to see it.