M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
参加 July 2020
403 フォロー中 95.9K ファン
Those who have missed out on the AI trade have been desperate for it to end.
It’s hilarious watching the mental gymnastics some people go through just to avoid admitting how strong demand for compute still is.
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