russellclarkApr 28, 2026Private PostGet access to all contentUnlock private posts and exclusive community discussions.Sign up
russellclarkApr 27, 2026Public PostThis explains my thinking behind AI - and why I am willing to take some long risk if the valuation makes sense... namely wafer stocks like Siltronics and SUMCO.
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russellclarkApr 21, 2026Public PostExample #5768 of why you NEVER NEVER NEVER short a highly shorted stock. Fare well short sellers of AVIS budget group.
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russellclarkApr 14, 2026Public PostIt pleases me that Siltronics (WAF GY) is now also confirming the break out in SUMCO. I always prefer to invest in industries where all players are moving the same way ... see more
russellclarkApr 13, 2026Private PostGet access to all contentUnlock private posts and exclusive community discussions.Sign up