Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
加入 May 2009
796 正在關注 20K 粉絲
Networking > memory. We’ve been more cautious on the memory space since end of June by saying supply/demand improve significantly by 2H 2027. Now, I’m hearing more folks saying that.
Networking names should outperform - catalysts are more favorable. Our new ideas reflect this
$SMH
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