Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice
가입 May 2009
807 팔로잉 중 20.2K 팬
$MRVL went with blue theme for its investor day, in contrast to $SNDK red theme for their investor day
