Operation: Be greedy when others are fearful...
Buy low (expectations), sell high (expectations)..
Are semiconductor equipment companies attractive?..
How to choose the perfect 800 pound gorilla...
When the Data Bomb, AI, and Moore’s Law collide...
A naturally unintelligent stab at an inevitability...
Renewables + Storage will force the issue...
Related Investments & Ideas
Upside Left Expected Time Horizon: 2 years.
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