Desmond Lim

@mynameisdesmond

4 published takesReturn since start

The Real World Premium
LYV · ABNB · BKNG +16Practice
+2.6%
since Sep 29
Nuclear Baseload Decade
CEG · CCJ · BWXT +16Practice
−3.9%
since Sep 29
Verification After AI Code
GTLB · DDOG · PANW +13Practice
−5.6%
since Oct 7
Memory Crunch, AI Supercycle
MU · LRCX · AMAT +12Practice
−16.7%
since Oct 6