Long Short in AI: Focus on Margin Winners, Not Just Market Share
Sun Nov 09 2025
Tech Portfolio Overview - LO - Reduce cash - 2025/04/22
Mon Apr 21 2025
Tech Portfolio Overview - LS - Reduce cash - 2025/04/22
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Tech Portfolio Overview - LO - Falling Into Red - 2025/04/06
Sun Apr 06 2025
Tech Portfolio Overview - LS - Continue Profit from Short - 2025/04/06
Sun Apr 06 2025
Tech Portfolio Overview - LO - Take a short break - 2025/03/29
Sun Mar 30 2025
Tech Portfolio Overview - LS - Profit from Short - 2025/03/29
Sun Mar 30 2025
Tech Portfolio Overview - LO - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LS - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LO - 2024/12/15
Sat Dec 21 2024
Tech Portfolio Overview - LS - 2024/12/15
Sat Dec 14 2024
Tech Portfolio Overview - LS - 2024/11/30 - Meaningful Adjustments
Fri Nov 29 2024
Tech Portfolio Overview - LO - 2024/11/30 - Meaningful Adjustments
Fri Nov 29 2024
Tech Portfolio Overview - LO - 2024/11/29
Thu Nov 28 2024
Tech Portfolio Overview - LS - 2024/11/29
Thu Nov 28 2024
Tech Portfolio Overview - LS - 2024/11/17
Sat Nov 16 2024
Tech Portfolio Overview - LO - 2024/11/17
Sat Nov 16 2024