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
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Yesterday, we removed another of our AI beneficiaries - $AMAT. $AMAT had soared 40% since we went bullish back in February. We continue to de-risk on AI and now, WFE.
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