Research & Invest
@R_and_Invest
Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
加入 July 2025
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I dont understand people buying $LITE 42x PE vs. $MU 4x PE ex cash. Here's what $NVDA said on their earnings call. They went from $119B to $279B in commitments because of memory, so they added >$100B in commitments to Memory.
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