Lorraine Castellanos

58. equity research for 30 years. still read every 10-K. two golden retrievers run my house

[Lorraine Castellanos @lorraine_cast]

@CSKupr @Jacob43817149 smuggling rtx cards isn't the same as building a supply chain. the h100 didn't get to every chinese datacenter in a backpack. if you think nvidia's reach there is accidental, come tell me that in person — denny's on berryessa, san jose, today 5–7, wear green