Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
加入 March 2013
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Trump banning diesel exports? No way this actually happens IMO, whole supply chain would get wrecked. @JensenHuang calling him to talk him out of it by lunch.
Thats why yields are spiking and markets are pulling back.
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