tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
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"Be so good they can't ignore you"
加入 October 2008
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Just imagine all the quants and hedgies piling into Nvidia short after the print, thinking it was all clear to bank easy gains again based on prior quarters pattern of selling the beat/raise earnings news, only to get decimated by the first ever 70% next year annual revenue guide surprise on the conference call. Womp, womp.
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