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Wayne Liang
@wliang
Asymmetric research. Not financial advice. Get my indicators and real-time trade alerts: May trade/hold companies discussed.
가입 April 2022
449 팔로잉 중    176.3K 팬
Well, this BD on $CIBR ETF is gradually playing out as expected. We should see continued strength on $CRWD, $PANW, etc. I'd prefer to see cybersecurity rally alongside AI, rather than rallying from capital rotation. But let's see what happens!
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This is interesting. Another BD (buy signal) has appeared on the Startup indicators for $CIBR ETF. It's starting to look pretty bullish on HTFs, amid capital rotating from AI infra. While I don't think the AI trade is even close to being over, it's good to keep note of this.
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