David T Phung 🇺🇸

@davidtphung

4 published takesReturn since start

Electrons to Atoms Stack
NVDA · GEV · TSM +16Practice
−4.0%
since Sep 29
The Great Code Rewrite
MSFT · NVDA · CRWD +15Practice
−6.4%
since Oct 2
AI Data Center Supply Squeeze
GEV · NVDA · VRT +16Practice
−7.0%
since Sep 29
AI Buildout Chokepoints
TSM · MU · VRT +13Practice
−9.0%
since Sep 29