
AMD Gain Hunter
Tesla Return RateMade a daily self-inflicted cut, and it's reached the ideal price point. Starting to build a position. 😁
$PDD(PDD.US) always talks about long-termism, but it's been a year or two already, and I haven't seen any moat being dug. Every time it's about agriculture. What has agriculture contributed to Pinduoduo? Are there more cost-effective agricultural products? Doesn't seem like it. I think the best long-termism is to quickly catch the AI express, don't wait for other companies to disrupt you.
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