In January I like to put funds in gambling stocks ahead of February and the Super Bowl. (PENN, DKNG, etc.)
this post was submitted on 05 Jan 2024
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There's a 50 week lead time on Mellanox 200 and 400 Gb switches. If you're not buying stock in all the hardware companies underpinning the cloud and AI you're a fool.
Would love to look into this. Do you have any tickers to suggest?
Smci, pstg, nvda (obviously), dell, hpe, netapp, comm, amd, micron
Thank you.
i'll put some spreads on my toast, go short on jerking off and then long on going to work