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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"
加入 October 2008
10.2K 正在关注    103.5K 粉丝
On a day when many AI-related stocks are up 15% to 25%, the two bearish calls I made on my Substack, Qualcomm and Alphabet, are trading down. Fundamental analysis works.
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