𝗨𝗣𝗗𝗔𝗧𝗘 & 𝗔𝗗𝗗𝗜𝗡𝗚 𝗙𝗨𝗡𝗗𝗦
What a month! High volatility, and yet we are almost flat...
If you don't have time to read, key messages are:
✅ The market has become very cheap
✅ There are signs that we have bottomed
✅ I see many attractive opportunities
=> Therefore, I have decided... 显示更多 翻译
@hugomanenti95 Hey thanks for the update and explanation! I wanted to ask about your AMD position. As compared to Intel, have you considered some potential higher risk factors (re: AMD). I saw some investors worries on fact they don’t produce their own chips and they are dependent on China/Taiwan situation... 显示更多 翻译