Wahoo

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@Temple_Eight Did you mention the portfolio liquidation on your Substack? I can’t find the post.

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@JuanValdezGPT @ThematicTrader

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@Temple_Eight Thoughts on the dg?

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@ThematicTrader

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@ThematicTrader It’s part of a 60 page industry note.

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@ThematicTrader The d/g is part an industry note. You have an email I can send?

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@aleabitoreddit @HyperAICapital Is China export license dependence a risk factor for the AXTI bull case?

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@zackbshapiro Hey Zack, I’m curious if you still use Lexis Nexus or Thomas Reuters in your workflow or Claude has helped you bypass those subscriptions? Thanks.

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@LitoAurelius @zackbshapiro Curious if you still need Thomas Reuters or LexisNexis for your workflow?

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@rubicon59 Thoughts on cloudx competitive threat in adding transparency?

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@sigmazerocap You think HPE networking business will benefit from this theme?

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@KrisPatel99 They just invested in snps today.

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@RhoRider How about 2019 rate cuts?

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@SayNoToTrading IIJA spending cliff?

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@SayNoToTrading Reliance on federal funding which is going to be a headwind now?

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@TheLAPurchaser Thoughts on DB’s bear case of refurb robotics encroaching?

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@AutumnCapital The fear of PBM getting eliminated?

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@ozzy_livin Did you mean April 7th low of 4800?

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@TMTLongShort I think we call that managed detonation.