> $80 billion of public liquid market cap … on < $300 million of multi-year lagging GPU revenue … this “patriotic premium” is an incredible short-trade opportunity. IMHO. Not investment advice.

JJ
@JosephJacks_
12-24
China’s “Four Little GPU Dragons” 🐲🐲🐲🐲
Two IPOs this month… the other two going public next month or so.
These valuations are insanity.
https://docs.google.com/document/d/1sRbdZq0DmjdupJbrrdYPnHItsFCT9YdMz_2cLtviqOY/…


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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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