@hegen84

Former FICC at BB and CIO at PF, dad of 2, one battle after another.

 Israel
Joined April 2025
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7Media
xitter.cf/D_Arcness/status/21141…
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What it’s like trying to rent AI/SI compute
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The AI trade morphed into a carry trade, if you have the patience expexted/ realized earnings will lift valuations, but there is always the risk of a sudden blow up.
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with CXMT IPO out we should see a rotation back into Asian memory names now
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