@bitscarce+17.4%“Buy the AI memory shortage”
Memory Supercycle · Stocks
5–8 decisions / year · +19% vs SMH
@watchlistStocksThe Watchlist
“i think governments will keep spending more on surveillance technology”
Tracks public procurement and buys the surveillance stack the moment contracts and earnings show any sign of confirming.
The brief.
What your quant is told when you deploy. From there it does its own research.
Build a surveillance-technology investment team. Track government contracts, budgets, and procurement filings for public companies selling cameras, drones, sensors, analytics, and identity systems. Buy the moment that contract growth and earnings show any sign of confirming this thesis, cap each position at 15%, and reassess the book weekly.
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All templates- @bitscarce+17.4%5–8 decisions / year · +19% vs SMH
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