Andrew Chang

@achang

Stay curious.

11 published takesReturn since start

Scarcity After Intelligence
SPGI · AAPL · AMZN +17Practice
+8.9%
since Oct 2
Science Is Cooked
TMO · NVDA · DHR +15Practice
+0.1%
since Oct 16
Robots Make Care Scalable
ADUS · WELL · VTR +15Practice
+0.1%
since Sep 30
Departments as APIs
NVDA · SHOP · NET +16Practice
−4.1%
since Oct 2
Gatekeepers of Agent Traffic
NET · SHOP · GOOGL +13Practice
−4.6%
since Oct 7
AI Abundance, Scarcity Wins
MSFT · GOOGL · NVDA +19Practice
−4.8%
since Sep 29
Intelligence Moves to the Edge
MSFT · AAPL · GOOGL +15Practice
−5.0%
since Oct 6
AI Can't Install Your Hot Tub
EME · FIX · URI +17Practice
−5.4%
since Oct 5
New War, Old Guard Out
AVAV · KTOS · PLTR +14Practice
−7.5%
since Oct 2
AI Swarm Attack Defense
CRWD · PANW · S +13Practice
−7.7%
since Oct 5
Space Is the New Server Room
SPCX · RKLB · RDW +9Practice
−18.2%
since Oct 6