LUMN a fifty year Wall Street Cheat Sheet

The only cycle that matters is the Wall Street Cheat Sheet

Forget sector rotation

You’re about to see supposedly ded stonks arise like the phoenix

Industry 4 and web 3 requires infrastructure

I’d rather bet on edge computing than centralised cloud

Upside here is tremendous

Downside limited imo

My fav murican stonk rn

Big tech is dying you have to think ahead

GRI 2023