The Chinese Stimulus & How It Will Hurt Japan
Meta: We believe the long Meta / short Apple theme will continue. Companies are racing to dethrone the iphone with other devices. It is only a matter of time.
Openai already confirms they are working on a device, link here.
Macro: Most “investors” on Wall Street are brainless with a bottom-up mindset (CFA) which can lead to a lot of confusion when macro f…
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