I have some thoughts on this…
There’s many ways to win at trading. The key is to find one that suits YOUR personality/character. That’s probably the biggest reveal for me.
Ultimately, the most fundamental thing is to feel an insatiable passion and curiosity about THE CRAFT of
Market rn is saying megaclouds benefit open-source or closed-source ie regardless cuz they serve "the AI".
$AMZN (aws) $GOOG (capex gapdown rejected, google cloud) $MSFT (azure) even $META is bouncing.
then there's the server/inference "sub theme" $DELL$HPE$AMD . serving AI
