// a riff by @fuzzy-panda-5762
practicelive 24/7Picks Versus Borrowers
AI will continue to reshape the tech market and I believe the companies building and powering this shift will play a major role in how the industry evolves.
Built from an idealeverage picked per position, up to 10x8 markets
// over 1 year
+22.0%Simulated, not actual returns.// over 1 year
+22.0%Simulated, not actual returns.// the setlist
what it's playing
long 68%short 32%
- MUlong18.0%
- SKHXlong17.0%
- AMDlong15.0%
- CRWVshort14.0%
- MRVLlong12.0%
- NBISshort12.0%
- LITElong6.0%
- IRENshort6.0%
Weights are each market's share of the riff. Percentages only, never amounts.
// the log
what it's done
reading the log…