Bas

[Bas @BasvanLieshout]

@alojohhardcore @mingychan I think it is meaningful because it reflects your interpretation of the cockpit and all other insights. It helps me to reflect and compare your actual decisions to mine.
Even though entry points are different, it shows us the 'optimal' positioning at any given time.

[Bas @BasvanLieshout]

@alojohhardcore Yes! Staying calm and up 11 percent today.

[Bas @BasvanLieshout]

@alojohhardcore Clear, thank you!

[Bas @BasvanLieshout]

@alojohhardcore Cockpit looks great, well done. This makes triangulation a lot easier. Do you plan to incorporate other essential elements such as earnings timing, management guidance reliability?

[Bas @BasvanLieshout]

@alojohhardcore If most of the 'software is dead' narrative will be priced out soon, the corridors suggest it would still be wise to position accordingly?

[Bas @BasvanLieshout]

@alojohhardcore Great work, thank you! Invested.

It always feels counterintuitive to start investing in a stock after a 1148% run. But the case is clear. And so are the risks btw.

Any chance we can identify such an opportunity earlier in the bull run?

[Bas @BasvanLieshout]

@alojohhardcore What are the current best picks in AI hardware next to DRAM?

[Bas @BasvanLieshout]

@yunta_tsai Awesome! Very much looking forward to it