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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Meanwhile Argachi is in New York trying to cut a deal. Whatever bro.
Happy 5.1% 10Y America 🎉. Mashallah. Celebrate: it’s the floor two years out.
You wanted Iran dragged back to 1970s? Nobody told you Iran isn’t for arrogant amateurs? We’ll return you to 1970s rates, plus high gas prices, diesel shortages and bell-bottoms. Enjoy the nostalgia!
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