Physics-first semi research. Substack: https://t.co/5UsdT8uIoy Podcast: https://t.co/v1sLXspxPd Institutional: https://t.co/td2KzHisN1
22.1K followers · credibility 61 · Verified record: 5/8 calls beat the market over 5-day holds, avg excess -0.4% vs SPY.