Julian Martinez Sanchez
Watch out for some “investment theses” that magically appear right after Jensen Huang speaks well about a company Now suddenly ServiceNow was the great opportunity everyone had seen coming and now it’s a full investment thesis… WHAT A COINCIDENCE! But Jensen also spoke very highly of Marvell Technology, so now I’m wondering… is that one also going to magically become part of the mysterious long-term thesis? Well… I guess great minds think alike Or maybe some people are just repeating the copy of the copy of the copy of the copy $MRVL (Marvell Technology Group Ltd) $ADBE (Adobe Systems Inc) $NOW (ServiceNow Inc) $MU (Micron Technology, Inc.) $GOOG (Alphabet) @raulconmpas @Dganoza7 @HectorCubi @JoseCampins @DonMaldonado @legiondeacero7
Not investment advice. The author may have financial interests in the mentioned instruments.