Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years
加入 April 2008
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In the past 24 hours we got a monster monthly report from $TSMC and the most profitable quarter in corporate history from Samsung… yet… tech stocks dumped today because a handful of idiots in the media don’t know the difference between gross revenues and net revenues 🤣
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AI is dead. I’m sorry everyone
$apld $tsm @Samsung
