Founder of Valora Investment Group LLC. Generalist investor with a preference for energy, manufacturing and hard-assets.
$CSIQ $EOSE $LODE Not Financial Advice
$WOLF Amazed how Wolfspeed is -5% after announcing a $1.5b DOE loan.
Was +25% in the aftermarket yesterday.
Dont have a position, but wow. Pretty significant catalyst. There seems to be no liquidity anywhere...