Portfolio manager, views are my own, retweets are not endorsements, etc.
Portfolio manager building the greatest technology-focused investment firm.
Distribution list for investor letters. Primary website is: www.wahdycapital.com.
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data releases. Written by a 17-year Tech Hedge Fund Veteran.
Bridging the gap between the world's most important industry, semiconductors, and business.