Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice
加入 May 2009
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Good thing we got out of $NVDA 2 weeks ago before it started cracking. Embarrassing day for Jensen. If he is out of his own company, it will have ramifications for the entire global supply chain and export controls.
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