Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
加入 March 2013
498 正在關注 10K 粉絲
Trump banning diesel exports? No way this actually happens IMO, whole supply chain would get wrecked. @JensenHuang calling him to talk him out of it by lunch.
Thats why yields are spiking and markets are pulling back.
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