Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
参加 March 2013
498 フォロー中 10K ファン
First Muse, now this. Get ready for an agentic world.
$INTC $RMBS $INOD $SIMO $DRAM $MU $AAOI $VICR $SMTC $CLS $CBRS $AMD $LITE $ALAB $META
