โฝ๏ธ๐ก
@pennycheck
finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
๊ฐ์
August 2013
3.5K ํ๋ก์ ์ค 66.4K ํฌ
Cyber security hardware seems like a largely undiscovered by important demand cycle hitting ive only been able to identify silc as offering pure exposure with growing revs for 4 Qs to back up the narrative
Are there any other pure plays around ?
๋ ๋ณด๊ธฐ
