Paradis
@ParadisLabs
AI & tech investment research. No financial advice.
가입 March 2026
162 팔로잉 중 80.2K 팬
Feels like shorting Taiwanese AI stocks is probably a good hedge right now.
Positioning remains extremely elevated = highly exposed to short-term downside.
Just look at how the market responded to $TSM's awesome earnings/guidance....-2.5%.
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