Laorca Portfolio [October Update]
The dip. My AMD mistake.
Extreme fear persists creating opportunities and false security. This article proceeds the previous update where I noted my portfolio modifications. I have also added my thoughts on AMD’s current situation.
I pursue to keep research articles completely open so that they could give value to the highest number of people interested in Palantir and stimulate conversations around it.
These Portfolio updates are meant to share the reasoning behind what I am doing, track my decisions, and improve by doing.
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My current Portfolio (mid-October):