Weekly Subscriber Q&A

Portfolio up 73% YTD. Discussing NVIDIA, AAOI, SanDisk, and hyperscaler capex

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Performance is holding up surprisingly well.

It’s remarkable how much a couple of bad weeks can distort your perception of just how good the year has been.

In this article, I’ll answer some of the more complex questions submitted by my paid subscribers.

Let’s get into it.

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