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@pennycheck
finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
加入 August 2013
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Cyber security hardware seems like a largely undiscovered by important demand cycle hitting ive only been able to identify silc as offering pure exposure with growing revs for 4 Qs to back up the narrative
Are there any other pure plays around ?
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