Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $MU $VRT $ASTS | Building: $CRDO $RKLB $PLTR | $BTC
加入 August 2025
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Price dictates sentiment. It's easy to get carried away.
Factors that haven't gone away:
> Brent oil above $100
> 10 Yr Treasury yield @ 4.95%
> US / Iran geopolitical tension
> Anticipated further rate hikes
Despite all that, AI is inevitable.
Long: $IREN $MU
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