Many small caps that still haven't moved yet and will be the beneficiaries of this trend
The unloved small cap is $VICR. Theey killed it during earnings. Sorry guys couldnt send my research before they blew up now 45% already.
https://x.com/hiteshkar/status/1980753990502564327
Very insightful post, thank you very much for expaining this with such detail :)
Wow, the part about "Darth Vader is actually amperes" realley resonated with me, especially with the P=VI remider. It makes you wonder how much the physical infrastructure will evolve alongside the software, not just the models themselves.
It's all about first principles
The unloved small cap is $VICR. Theey killed it during earnings. Sorry guys couldnt send my research before they blew up now 45% already.
https://x.com/hiteshkar/status/1980753990502564327
Very insightful post, thank you very much for expaining this with such detail :)
Wow, the part about "Darth Vader is actually amperes" realley resonated with me, especially with the P=VI remider. It makes you wonder how much the physical infrastructure will evolve alongside the software, not just the models themselves.
It's all about first principles