WEEK 14 2023APR01

One Response

  1. Any comments on the theory that big tech is up since banking crisis because of banking crisis – safe place to hide out? Under such a theory, not a great time to go long. Appreciate that you’re going long at a lower strike, but doesn’t seem too low compared with historical.

    Separately, AI is exciting as is the less-headline-y field of genetics. Would love to be invested in them.

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