LUMN a fifty year Wall Street Cheat Sheet
The only cycle that matters is the Wall Street Cheat Sheet
Forget sector rotation
You’re about to see supposedly ded stonks arise like the phoenix
Industry 4 and web 3 requires infrastructure
I’d rather bet on edge computing than centralised cloud
Upside here is tremendous
Downside limited imo
My fav murican stonk rn
Big tech is dying you have to think ahead
GRI 2023
Forget sector rotation
You’re about to see supposedly ded stonks arise like the phoenix
Industry 4 and web 3 requires infrastructure
I’d rather bet on edge computing than centralised cloud
Upside here is tremendous
Downside limited imo
My fav murican stonk rn
Big tech is dying you have to think ahead
GRI 2023
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