I’ve got put spreads on COIN. I’m watching QS, will go long or short depending on price action.

What are your plays?

  • Nomecks
    link
    fedilink
    arrow-up
    1
    ·
    edit-2
    11 months ago

    There’s a 50 week lead time on Mellanox 200 and 400 Gb switches. If you’re not buying stock in all the hardware companies underpinning the cloud and AI you’re a fool.