Andy Constan
@dampedspring
macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
参加 June 2013
465 フォロー中 497.3K ファン
By far the sector that I have most despised since calling a bubble
is the neo cloud data centers and $ORCL, $IREN, $CRWV and $NBIS There is literally no pie for them. But jeez. I may have to degen long today.
もっと見る
