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Are you writing code to trade on NASDAQ (like through IB) or just using brokerage features?


Not in the slightest.

I make maybe 1 market movement per quarter (divest/invest). Most my trading is re-enforcing the positions I already have monthly (to avoid per trade costs).

Most my investments boil down to

1. Mid-quarter purchasing if a silicon good ran into shortage issues (not triggered by supply chain but demand). Not dased on official outlets but on local stores/discussion boards.

2. Post announcement hype deflation bidding on products I feel will succeed, or will succeed for technical reasons.

3. Very high risk long duration options on things I dislike or companies losing a sense of direction/product.

4. Connecting the dots on inter-coprate deals. X company buys fab plant from Y company.. 2 years later X company announces data center with Z feature.. 1 year later Y company announces Z feature, no other company does.

5. Watch OSS commits, know the products/markets/technical details to the degree of people working on the products.

6. If its in a magazine/blog you already missed the market.

7. The only internet companies worth investing in are monopolies.


I have to ask...did you invest in either Nvidia or AMD? They both had huge gains in the past year.


Both.

Nvidia is the clear leader in enterprise FPU's (for ML+Autonomous Vehicles)

AMD for long term gains from ZEN (I'm up nearly 400% on AMD).




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