Lu Feng

Cereal investor and crypto enthusiast ... might I need a new hobby? 🤓

[Lu Feng @LuTebow]

Congrats to #AMD on being named a turn-around company of the year! #Ryzen #Threadripper #Epyc long AMD

AMD Named Company of the Year at PCR Awards 2018 https://t.co/QBZRdiYL2F

[Lu Feng @LuTebow]

@benitoz One could argue Compute also has a Strait that is Taiwan

[Lu Feng @LuTebow]

@BenBajarin @DiligenceStack How much of a risk do you think there is of seeing a meaningful development similar to Turbo quant within the next year?

[Lu Feng @LuTebow]

@ThematicTrader Thoughts on ALAB?

[Lu Feng @LuTebow]

@TradexWhisperer Do you think the increasing usage of memory will outpace the additional capacity coming online from China over the next few years? How much of a concern is CXMT

[Lu Feng @LuTebow]

@crux_capital_ How about overall?

[Lu Feng @LuTebow]

@F28X5 @Sam_Badawi @WOLF_Financial I’m one of the biggest MU bulls out there. But to compare with NVDA is going over the top

[Lu Feng @LuTebow]

@joedab12 Loading up on conviction plays when shit hits the fan is just as important. No one wants to buy the top, and no one wants to catch a falling knife. Shows how critical your investment thesis is

[Lu Feng @LuTebow]

@mzuhair123 Still closed..

[Architect of Alpha ▲ @ondrejslunecko]

$AMD shareholders tomorrow

[Lu Feng @LuTebow]

@mzuhair123 Do you like this over ASX due to concentration of revenue stream?

[Lu Feng @LuTebow]

@BryzonX Well on the way to enable those warrants @ 600 for OAI and Meta!

[Lu Feng @LuTebow]

@BryzonX @LisaSu Wouldn’t it be cool if they announced a deal with Anthropic? Spread the love

[Lu Feng @LuTebow]

@BryzonX Got a mini position today at 33.5, but haven’t convinced myself it’s a better play vs pure memory stock. Hope they are being a bit conservative in their guidance raise!

[Lu Feng @LuTebow]

@BryzonX Makes sense…will be doing more research on this tonight. Thanks for the tip. Might move some AMD into here depending on how they report tomorrow

[Lu Feng @LuTebow]

@BryzonX Ah sorry I should rephrase. How are you playing Peng vs memory stocks, in terms of portfolio weight. Are you heavier into Peng, because there’s less competition at the moment? Do you think they have more head room for future gains vs Hynix?

[Lu Feng @LuTebow]

@mzuhair123 How are you playing this / what’s your PT$?

[Lu Feng @LuTebow]

@iam_preethi Reading earnings calls transcripts

[Chamath Palihapitiya @chamath]

This inability to scale vaccine rollout shows, at the same time, the potential value of gvt and the incompetence of current government leadership.

Money doesn’t fix this.

We need to figure out why smarter people and simpler laws aren’t being allowed to do the obvious.