TSLA
Tesla
-- 463.020 NVDA
NVIDIA
-- 132.000 PLTR
Palantir
-- 75.750 AVGO
Broadcom
-- 250.000 MSTR
MicroStrategy
-- 408.500 
0.02 profit, weak
$Canadian Solar (CSIQ.US)$ good to bet storage here though.
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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Qian Xie : eStorage is such a small pie of the company revenue at this point though.
71340186 Qian Xie : That’s when you buy it. Or you pay too much when it’s large