$13M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc

Bahamas
Joined February 2024
Here is one company Elon doesn't hate $mu. He's gonna need to buy a lot of it.
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Elon deal was still being negotiated over the weekend. He used X to negotiate.
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Here's how the AI/semi trades broke down from the last two weeks... 馃槩
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While $CRWV does have MSFT and $META, the mixes are, prepayment, timing are different... see below.
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Replying to @strictrope
Bro, I'm manifesting the ai bull market through you.
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