Serenity
@aleabitoreddit
I only use X, beware of imposters.
AI/Semi Supply Chain Analyst
Not investment advice, DYODD. Now publishing free research on AI chokepoints.
加入 July 2025
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Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth?
Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square.
Have exposure to the ones above, just wanted to research more opportunities.
Seems to be getting noticed recently
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