No.386
Ta for the post.
Bit beside the main point, but it did make me realise I should add the US’s near brutal pull on investment capital to my rough model.
Slowly rotating out of semis into comms, physical AI and pharma/chem. No rush into resources rn. In JP and Europe, with FX a bit clearer lately, I’m rotating ST names on a 3mnth view.
TM’s a 4 to 5y hold for me, but if "solving" right, it may come good sooner.
MH O&Rough analysis
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