Nicolas
@snmart
Deep dives + asymmetric bets |
AI infra | Small caps |
Building $10k → $1M.
参加 May 2025
409 フォロー中 1.9K ファン
I guess selling $SIVE and rotating into $IQE was not a bad decision after all.
If you want to know why I made that move, and how I think about both companies, I wrote a full breakdown on the $SIVE vs $IQE thesis.
Link below.
もっと見る
