Andy Constan
@dampedspring
macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
加入 June 2013
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By far the sector that I have most despised since calling a bubble
is the neo cloud data centers and $ORCL, $IREN, $CRWV and $NBIS There is literally no pie for them. But jeez. I may have to degen long today.
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