for those who don't know me, the markets have fascinated me for quite some time. while i avoid discussing hot topics and trends, i enjoy sharing my perspectives on specific businesses that capture my attention, on behalf of my private fund (for now). i do not accept external capital for the time being. all capital under management is proprietary.

for example, you can read my thesis on $intc via our latest publication on the fund’s website, http://candestra.com. enjoy and feel free to reach out with any questions regarding this topic.

#nostr #asknostr