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nik
@fullportnik
markets and degen trading 👨‍💻ex-palantir 🎓dropped out 📍nyc
加入 November 2025
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Stanley Druckenmiller: "People always forget that 50% of a stock's move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets." with fomc coming up, this quote is very relevant.
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