Austin

@nfteague

1 copy

4 published takesReturn since start

Connector Economies, Multipolar Winners
INDA · EWW · EWZ +14Practice
+3.1%
since Sep 29
The Automation of Daily Life
NVDA · AMZN · GOOGL +17Realpracticed −1.2%
−3.6%
since Oct 13 · 1 copy
Satellite Buildout, Shovels First
KTOS · MTSI · HEI +17Practice
−9.3%
since Sep 29
On-Prem AI Buildout
QCOM · DELL · MU +14Realpracticed +1.4%
−9.6%
since Oct 13