Leroy Groffier
@LeroyGroffier
the action is the juice
가입 March 2017
772 팔로잉 중 1.3K 팬
Tech rotation --> downstream: Lenovo and ODMs outperforming and sucking the oxygen out of semis/upstream/optical in Greater China today. Govt fund also selling down some stakes in big local semi names. Any excuse to rotate.
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