Joe(@joedab12):At the same time, as bullish as I am on some of the names I talk about often, if you are low on cash-raise cash. Doesnt matter how much you like a company-survival is the name of the game. I'd rather own a smaller position for 3 years to let the story play out instead of being over leveraged and panic selling when your back is up against the wall one day.

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

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Joe@joedab12

2026.10.06 14:19

At the same time, as bullish as I am on some of the names I talk about often, if you are low on cash-raise cash. Doesnt matter how much you like a company-survival is the name of the game. I'd rather own a smaller position for 3 years to let the story play out instead of being over leveraged and panic selling when your back is up against the wall one day.