Paradis
@ParadisLabs
AI, tech & macro research. No investment advice.
加入 March 2026
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Every AI company that matters beat earnings and raised guidance.
From $AMZN to $NVDA to $NBIS to $LITE to $SNDK, and so on.
The past few months have been tough.
But useful to remember that fundamentals have improved through this entire period.
I personally think we'll see a rubber band type recovery once macro cleans up.
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