Felix Wang, CFA
@HedgeyeTech
MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice
加入 May 2009
807 正在關注 20.2K 粉絲
Heading to $MRVL investor day —let’s see how much additional color we get on Google
